Position in WIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,721,742
+$41,573 QoQ
Shares Held
765,219
-3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 296 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LPL Financial LLC holds $896,296,163 across 40 Information Technology Services names. WIT ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,075,342 | $583,606,923 | |
| 2 | ACN |
Accenture plc
|
733,631 | $91,293,041 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
344,470 | $47,175,166 | |
| 4 | APLD |
Applied Digital Corp.
|
774,706 | $28,896,533 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
107,483 | $14,804,708 | |
| 6 | CACI |
Caci International Inc /De/
|
30,398 | $14,082,177 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
135,254 | $13,927,104 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
300,970 | $11,701,713 |
All Filings in WIT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,721,742 | 765,219 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,680,169 | 792,533 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,035,243 | 716,635 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,696,563 | 645,081 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,527,123 | 505,670 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $543,856 | 177,731 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $544,441 | 153,797 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $376,196 | 58,055 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $314,705 | 51,591 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $589,605 | 102,540 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $919,974 | 165,166 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $538,643 | 111,290 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $287,698 | 60,953 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $409,474 | 91,197 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $198,012 | 42,492 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $194,965 | 41,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $203,335 | 38,293 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $134,593 | 17,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $242,965 | 24,894 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $437,014 | 49,492 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $739,536 | 94,691 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $674,576 | 106,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $91,320 | 16,163 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||