Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$594,908
+$341,318 QoQ
Shares Held
2,112
+197.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#435
of 761 holders
Holding Since
Mar 2020
20 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, 2026ProShare Advisors LLC holds $313,589,156 across 26 Capital Markets names. LPLA ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
158,764 | $160,569,146 | |
| 2 | MS |
Morgan Stanley
|
264,254 | $55,239,656 | |
| 3 | SCHW |
Schwab Charles Corp
|
365,295 | $33,705,769 | |
| 4 | EVR |
Evercore Inc.
|
75,810 | $25,884,566 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
166,109 | $16,657,410 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
122,355 | $10,649,779 | |
| 7 | HUT |
Hut 8 Corp.
|
13,636 | $1,574,208 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
46,766 | $1,280,453 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,908 | 2,112 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $253,590 | 710 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $359,161 | 1,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,095 | 1,002 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $353,593 | 1,266 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $482,429 | 1,826 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $480,278 | 2,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $777,353 | 3,271 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $1,314,962 | 6,083 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,692,748 | 16,902 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,044,710 | 5,663 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,246,973 | 6,826 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,104,300 | 6,898 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,085,719 | 6,926 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $924,613 | 6,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $937,687 | 6,596 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $558,306 | 5,357 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $409,724 | 5,344 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $441,000 | 5,625 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $278,844 | 5,123 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||