Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,054,554
-$4,348,829 QoQ
Shares Held
92,497
-8.5% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#102
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RHUMBLINE ADVISERS holds $1,749,944,472 across 49 Capital Markets names. LPLA ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
485,235 | $490,752,121 | |
| 2 | MS |
Morgan Stanley
|
2,093,599 | $437,645,934 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,784,184 | $256,896,657 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,403,952 | $140,788,306 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
761,578 | $66,287,749 | |
| 6 | EVR |
Evercore Inc.
|
99,799 | $34,075,370 | |
| 7 | SF |
Stifel Financial Corp
|
389,273 | $27,159,577 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
92,497 | $26,054,554 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,054,554 | 92,497 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $30,403,383 | 101,065 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,987,020 | 100,756 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,432,416 | 103,497 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $39,671,076 | 105,798 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,117,690 | 101,234 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $33,123,133 | 101,446 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $24,615,278 | 105,813 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,550,219 | 105,801 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,702,423 | 108,639 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $25,192,753 | 110,679 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $27,800,772 | 116,982 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,620,429 | 117,833 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,649,396 | 97,082 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,348,079 | 89,504 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,460,030 | 84,493 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,745,301 | 79,929 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,171,593 | 72,102 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,092,718 | 75,537 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,507,908 | 73,411 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,040,892 | 74,388 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $11,529,744 | 81,104 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,821,180 | 84,640 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,237,871 | 81,360 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,584,972 | 83,992 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,345,364 | 79,834 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||