Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$783,915
-$466,333 QoQ
Shares Held
2,783
-33.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#399
of 761 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $82,826,683 across 22 Capital Markets names. LPLA ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,904 | $20,130,308 | |
| 2 | MS |
Morgan Stanley
|
88,496 | $18,499,203 | |
| 3 | SCHW |
Schwab Charles Corp
|
123,183 | $11,366,095 | |
| 4 | SF |
Stifel Financial Corp
|
58,941 | $4,112,313 | |
| 5 | PIPR |
Piper Sandler Companies
|
54,143 | $3,916,704 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
61,185 | $3,644,790 | |
| 7 | EVR |
Evercore Inc.
|
8,421 | $2,875,266 | |
| 8 | PJT |
PJT Partners Inc.
|
18,203 | $2,747,560 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,915 | 2,783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,250,248 | 4,156 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,455,976 | 9,676 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,455,252 | 7,380 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,298,611 | 8,797 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,834,668 | 8,665 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,450,030 | 4,441 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $857,008 | 3,684 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,330,026 | 4,762 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,235,399 | 4,676 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,119,662 | 4,919 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,002,407 | 4,218 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,034,531 | 4,758 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,249,030 | 5,778 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,294,494 | 5,925 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,065,003 | 5,773 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||