Position in MCI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,827,026
-$422,321 QoQ
Shares Held
105,976
-14.5% QoQ
Ownership
0.516%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MCI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. MCI ranks #260 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in MCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,827,026 | 105,976 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,249,347 | 123,931 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,539,612 | 122,332 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,288,401 | 59,483 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $961,930 | 41,038 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $265,266 | 13,016 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $213,171 | 10,696 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $206,458 | 11,088 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $1,302,366 | 92,040 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,331,127 | 95,353 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,329,628 | 102,674 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,422,666 | 106,090 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,685,854 | 110,693 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,611,838 | 100,866 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,567,999 | 100,836 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,597,869 | 105,123 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,479,240 | 106,191 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,399,136 | 106,156 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $151,112 | 12,089 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $162,476 | 12,089 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $143,673 | 12,375 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||