Position in SCD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$942,677
-$280,970 QoQ
Shares Held
60,235
-26.5% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 58 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCD 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. SCD ranks #325 (0.0% 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 SCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,677 | 60,235 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,223,647 | 81,959 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $994,817 | 67,172 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $639,758 | 41,195 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $466,393 | 29,897 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $493,670 | 30,990 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $472,828 | 27,490 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $524,815 | 29,836 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $426,443 | 27,548 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $414,131 | 26,479 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $381,268 | 27,214 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $338,425 | 27,074 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $314,613 | 24,560 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $257,215 | 21,066 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $258,534 | 21,473 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $240,253 | 21,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $337,309 | 27,379 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $366,581 | 25,074 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $381,124 | 25,074 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $328,864 | 23,900 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $322,921 | 22,394 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $212,775 | 16,754 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $199,902 | 17,159 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $162,924 | 15,973 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $391,240 | 39,085 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $132,449 | 16,433 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||