Position in MUA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,770,016
-$2,342,582 QoQ
Shares Held
251,591
-47.8% QoQ
Ownership
0.375%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 95 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUA 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. MUA ranks #214 (0.1% of the industry book) .
| # | 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 MUA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,770,016 | 251,591 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,112,598 | 481,866 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,667,878 | 435,843 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,892,591 | 440,774 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,164,950 | 400,476 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,648,324 | 244,536 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,689,266 | 243,593 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,325,283 | 268,168 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,099,995 | 267,241 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,174,369 | 105,990 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $546,793 | 51,633 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $396,045 | 44,005 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $526,448 | 51,714 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $410,838 | 39,016 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $457,166 | 42,252 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $324,850 | 31,631 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $508,490 | 41,748 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $335,462 | 26,208 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $437,374 | 29,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $421,097 | 27,722 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $434,701 | 25,783 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $377,784 | 24,789 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $383,485 | 26,123 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $352,985 | 25,653 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $333,827 | 24,051 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $412,016 | 30,909 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||