Position in MCR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$0
+$0 QoQ
Shares Held
76,200
-9.0% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in MCR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 76,200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | — | 83,733 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | — | 134,310 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | — | 137,853 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | — | 148,440 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | — | 148,225 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | — | 151,308 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | — | 195,395 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | — | 198,032 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | — | 221,330 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | — | 284,002 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | — | 300,850 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | — | 281,686 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | — | 279,604 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | — | 259,408 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | — | 257,988 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | — | 232,784 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | — | 210,016 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | — | 207,080 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | — | 184,243 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | — | 175,657 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | — | 161,988 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | — | 147,883 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | — | 147,608 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | — | 147,859 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||