Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$209,076
-$43,800 QoQ
Shares Held
695
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Equitable Holdings, Inc. holds $51,243,234 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
30,378 | $30,723,397 | |
| 2 | MS |
Morgan Stanley
|
55,904 | $11,686,172 | |
| 3 | SCHW |
Schwab Charles Corp
|
54,020 | $4,984,425 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
14,544 | $1,265,909 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10,012 | $1,004,003 | |
| 6 | EVR |
Evercore Inc.
|
2,411 | $823,211 | |
| 7 | IREN |
IREN Ltd
|
14,039 | $642,003 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
31,350 | $114,114 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,076 | 695 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $252,876 | 708 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||