LOS ANGELES CAPITAL MANAGEMENT LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1177206
LOS ANGELES, CA
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,686
-$545,098 QoQ
Shares Held
361
-83.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#604
of 761 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LOS ANGELES CAPITAL MANAGEMENT LLC holds $117,696,123 across 33 Capital Markets names. LPLA ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKTX |
Marketaxess Holdings Inc
|
392,065 | $44,495,456 | |
| 2 | SCHW |
Schwab Charles Corp
|
129,913 | $11,987,072 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
200,947 | $11,970,412 | |
| 4 | EVR |
Evercore Inc.
|
28,609 | $9,768,256 | |
| 5 | XP |
XP Inc.
|
591,851 | $9,623,497 | |
| 6 | BGC |
BGC Group, Inc.
|
735,581 | $7,863,360 | |
| 7 | LAZ |
Lazard, Inc.
|
163,758 | $6,868,010 | |
| 8 | GOLD |
Gold.com, Inc.
|
100,998 | $4,202,526 |
All Filings in LPLA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,686 | 361 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $646,784 | 2,150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $128,938 | 361 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $422,992 | 1,293 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $428,707 | 1,313 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $305,443 | 1,313 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $558,715 | 2,351 | Shares | Sole | 2023-11-06 | |
| 2021-12-31 | $2,318,743 | 14,484 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $4,314,635 | 31,965 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,033,885 | 35,410 | Shares | Sole | 2021-05-05 | |
| 2020-09-30 | $2,983,229 | 38,910 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $8,804,633 | 112,304 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,635,494 | 140,281 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||