Position in MIN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,468,494
-$268,782 QoQ
Shares Held
983,464
-6.2% QoQ
Ownership
0.864%
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 MIN 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. MIN ranks #228 (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 MIN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,468,494 | 983,464 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,737,276 | 1,048,765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,764,355 | 1,031,476 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,222,644 | 820,164 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,262,039 | 840,907 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,083,883 | 407,475 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $999,657 | 367,521 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $680,215 | 255,720 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $272,266 | 102,356 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $282,659 | 105,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $166,910 | 62,280 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $148,612 | 54,238 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $45,757 | 16,519 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $45,562 | 16,508 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $57,599 | 20,498 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,876 | 19,487 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $92,461 | 29,353 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $76,998 | 21,448 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $66,564 | 18,388 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $153,897 | 41,149 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $146,835 | 39,472 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $130,736 | 34,314 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $145,704 | 39,063 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $160,546 | 43,391 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $37,393 | 10,387 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||