Position in NMI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$928,973
+$129,201 QoQ
Shares Held
88,897
+10.4% QoQ
Ownership
0.737%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 34 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NMI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,143,978 across 415 Asset Management names. NMI ranks #327 (0.0% 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 NMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $928,973 | 88,897 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $799,772 | 80,541 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $721,586 | 72,814 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $565,945 | 56,313 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $566,311 | 57,552 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $519,817 | 55,241 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $622,510 | 62,003 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $575,533 | 58,668 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $588,111 | 62,234 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $576,444 | 62,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $593,331 | 68,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $673,103 | 71,379 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $668,968 | 71,471 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $787,334 | 83,759 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $679,279 | 78,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $801,684 | 86,575 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $671,269 | 66,993 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $616,204 | 53,770 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $640,848 | 53,404 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $611,279 | 51,672 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $598,943 | 52,401 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $693,525 | 60,889 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $724,754 | 60,955 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $633,496 | 59,150 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $668,089 | 59,123 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||