Position in PEO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,947,068
+$718,732 QoQ
Shares Held
119,218
+48.7% QoQ
Ownership
0.425%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 97 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PEO 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. PEO ranks #208 (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 PEO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,947,068 | 119,218 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,228,336 | 80,156 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,481,254 | 68,135 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,328,838 | 61,749 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $939,574 | 43,967 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $781,060 | 34,242 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $1,069,559 | 46,062 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,153,419 | 48,853 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,075,426 | 46,636 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $428,712 | 20,781 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $460,619 | 19,923 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $477,735 | 22,946 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $432,397 | 21,031 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $315,031 | 14,451 | Shares | Sole | 2023-02-07 | |
| 2021-06-30 | $234,997 | 14,506 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||