Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,560,883
-$854,171 QoQ
Shares Held
15,161
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026SCS Capital Management LLC holds $41,622,869 across 6 Capital Markets names. LPLA ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
145,098 | $23,878,777 | |
| 2 | GS |
Goldman Sachs Group Inc
|
15,051 | $12,732,995 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
15,161 | $4,560,883 | |
| 4 | SCHW |
Schwab Charles Corp
|
4,101 | $385,411 | |
| 5 | GEMI |
Gemini Space Station, Inc.
|
13,094 | $57,875 | |
| 6 | ABTC |
American Bitcoin Corp.
|
112,475 | $6,928 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||