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Equibles

ICON ADVISERS INC/CO

Position in LPLA — LPL Financial Holdings Inc.

CIK 1058470 GREENWOOD VILLAGE, CO
Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,985,064
-$663,196 QoQ
Shares Held
28,348
-1.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#175
of 764 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 61% Shared 0% None 39%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

ICON ADVISERS INC/CO holds $10,592,138 across 3 Capital Markets names. LPLA ranks #1 (75.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LPLA
LPL Financial Holdings Inc.
This page 		28,348 $7,985,064
2 LAZ
Lazard, Inc.
 61,898 $2,596,002
3 SCHW
Schwab Charles Corp
 120 $11,072

All Filings in LPLA

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,985,064 28,348
2026-03-31 $8,648,260 28,748
2025-12-31 $10,267,923 28,748
2025-09-30 $10,409,204 31,288
2025-06-30 $11,732,061 31,288
2025-03-31 $10,299,348 31,483
2024-12-31 $10,279,514 31,483
2024-09-30 $7,579,783 32,583
2024-06-30 $12,647,262 45,282
2024-03-31 $12,055,974 45,632
2023-12-31 $10,386,755 45,632
2023-09-30 $10,844,444 45,632
2023-06-30 $9,921,765 45,632
2023-03-31 $9,235,916 45,632
2022-12-31 $9,864,269 45,632
2022-09-30 $9,969,679 45,632
2022-06-30 $8,694,911 47,132
2022-03-31 $8,938,897 48,932
2021-12-31 $7,833,523 48,932
2021-09-30 $7,587,184 48,400