Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,141,778
+$55,580,895 QoQ
Shares Held
213,511
+1308.3% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#65
of 764 holders
Holding Since
Mar 2025
6 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, 2026SCS Capital Management LLC holds $105,756,842 across 7 Capital Markets names. LPLA ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
213,511 | $60,141,778 | |
| 2 | MS |
Morgan Stanley
|
144,148 | $30,132,697 | |
| 3 | GS |
Goldman Sachs Group Inc
|
14,978 | $15,148,299 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
12,415 | $165,243 | |
| 5 | ABTC |
American Bitcoin Corp.
|
7,498 | $76,595 | |
| 6 | GEMI |
Gemini Space Station, Inc.
|
13,094 | $55,780 | |
| 7 | SLNH |
Soluna Holdings, Inc
|
27,000 | $36,450 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,141,778 | 213,511 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,560,883 | 15,161 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,415,054 | 15,161 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,376,603 | 16,161 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,059,890 | 16,161 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,726,809 | 72,528 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||