HANTZ FINANCIAL SERVICES, INC.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1071061
SOUTHFIELD, MI
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,760
-$760 QoQ
Shares Held
24
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#679
of 761 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $8,722,008 across 22 Capital Markets names. LPLA ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,097 | $3,782,996 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
7,860 | $684,134 | |
| 3 | EVR |
Evercore Inc.
|
1,703 | $581,472 | |
| 4 | NMR |
Nomura Holdings Inc
|
57,831 | $507,756 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,868 | $488,163 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,409 | $406,818 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,001 | $402,524 | |
| 8 | MC |
Moelis & Co
|
5,649 | $369,557 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,760 | 24 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,520 | 25 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,072 | 31 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1 | 4 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1 | 2 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $327 | 1 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||