EMERALD ADVISERS, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1015083 LEOLA, PA

Position in LPLA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$470,968

-$32,019 QoQ

Shares Held

1,672

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#463

of 762 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

EMERALD ADVISERS, LLC holds $61,870,442 across 7 Capital Markets names. LPLA ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MC	Moelis & Co	531,883	$34,795,785
2	PIPR	Piper Sandler Companies	350,159	$25,330,502
3	HOOD	Robinhood Markets, Inc.	6,647	$666,561
4	LPLA	LPL Financial Holdings Inc. This page	1,672	$470,968
5	PWP	Perella Weinberg Partners	27,567	$439,969
6	FIGR	Figure Technology Solutions, Inc.	3,920	$120,383
7	HLI	Houlihan Lokey, Inc.	345	$46,274

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$470,968	1,672	0.0%	Shares	Sole	2026-08-05
2026-03-31	$502,987	1,672	0.0%	Shares	Sole	2026-05-04
2025-12-31	$597,188	1,672	-4.2%	Shares	Sole	2026-02-09
2025-09-30	$580,876	1,746	-12.7%	Shares	Sole	2025-10-30
2025-06-30	$749,940	2,000	+79.1%	Shares	Sole	2025-08-04
2025-03-31	$365,415	1,117	-5.3%	Shares	Sole	2025-05-01
2024-12-31	$384,955	1,179	-30.9%	Shares	Sole	2025-02-11
2024-09-30	$396,634	1,705	-32.2%	Shares	Sole	2024-10-29
2024-06-30	$701,880	2,513	-22.2%	Shares	Sole	2024-08-06
2024-03-31	$853,101	3,229	-1.6%	Shares	Sole	2024-05-08
2023-12-31	$747,048	3,282	-1.7%	Shares	Sole	2024-02-05
2023-09-30	$793,513	3,339	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.