WEDBUSH SECURITIES INC
Broker-DealerPosition in LPLA — LPL Financial Holdings Inc.
CIK 1142495
PASADENA, CA
Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$254,075
+$53,346 QoQ
Shares Held
902
+60.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#541
of 761 holders
Holding Since
Jun 2024
3 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, 2026WEDBUSH SECURITIES INC holds $27,256,425 across 12 Capital Markets names. LPLA ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOLD |
Gold.com, Inc.
|
237,804 | $9,895,024 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,459 | $9,566,548 | |
| 3 | MS |
Morgan Stanley
|
10,343 | $2,162,100 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,966 | $1,565,452 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
14,644 | $1,468,500 | |
| 6 | IREN |
IREN Ltd
|
25,491 | $1,165,703 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
45,807 | $609,691 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,440 | $299,417 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,075 | 902 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $200,729 | 562 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $215,898 | 773 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||