Position in MC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,517,381
+$767,579 QoQ
Shares Held
69,052
+5.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. MC ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,517,381 | 69,052 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,749,802 | 65,786 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,330,826 | 63,003 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,469,838 | 62,673 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,658,495 | 58,705 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,611,783 | 61,888 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,268,343 | 57,774 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,463,934 | 50,561 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,780,226 | 48,896 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,495,722 | 43,962 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,557,058 | 45,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,429,483 | 53,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,402,883 | 52,997 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,870,759 | 48,667 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,608,163 | 41,912 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,336,509 | 39,530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,501,359 | 38,154 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,376,139 | 50,610 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,083,145 | 33,325 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,969,074 | 31,826 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,779,576 | 31,281 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,686,627 | 30,733 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,865,583 | 39,897 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,355,701 | 38,580 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,035,696 | 33,238 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $778,341 | 27,699 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||