Position in SF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,806,093
-$1,730,367 QoQ
Shares Held
54,552
-27.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 591 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. SF ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in SF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,806,093 | 54,552 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,536,460 | 74,898 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,151,439 | 57,111 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,656,380 | 58,662 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,778,082 | 65,312 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,905,766 | 62,654 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,146,487 | 57,942 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,317,709 | 45,982 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,574,944 | 42,483 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,416,104 | 43,701 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,255,720 | 47,082 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,368,573 | 38,551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,015,055 | 33,770 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,043,094 | 34,576 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,691,619 | 28,981 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,032,075 | 19,882 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,083,203 | 19,336 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,177,590 | 17,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,234,393 | 17,529 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,041,555 | 15,326 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $444,485 | 6,853 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $458,734 | 7,161 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $290,195 | 5,751 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||