ENVESTNET ASSET MANAGEMENT INC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1407543
Berwyn, PA
Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$81,722,410
-$19,586,304 QoQ
Shares Held
290,125
-13.8% QoQ
Ownership
0.368%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#57
of 761 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,919,177,389 across 31 Capital Markets names. LPLA ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,093,632 | $646,692,833 | |
| 2 | SCHW |
Schwab Charles Corp
|
5,571,968 | $514,125,487 | |
| 3 | GS |
Goldman Sachs Group Inc
|
292,463 | $295,788,304 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
290,125 | $81,722,410 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
937,891 | $81,634,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
531,618 | $53,310,653 | |
| 7 | SF |
Stifel Financial Corp
|
638,582 | $44,553,866 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
288,794 | $38,735,939 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,722,410 | 290,125 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $101,308,714 | 336,764 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $126,059,579 | 352,940 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $132,196,034 | 397,355 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $154,741,869 | 412,678 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $125,779,441 | 384,482 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $109,029,525 | 333,924 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $73,666,942 | 316,670 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $91,879,365 | 328,963 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $86,486,398 | 327,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $69,823,573 | 306,755 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $80,254,167 | 337,699 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $59,851,521 | 275,268 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $102,322,915 | 505,548 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $54,708,952 | 253,083 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $58,988,944 | 269,997 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $42,632,036 | 231,093 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $27,038,466 | 148,010 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,832,991 | 130,133 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,388,703 | 123,684 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $16,072,473 | 119,073 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,571,069 | 109,532 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,585,489 | 24,808 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,897,429 | 24,748 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,838,793 | 23,454 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $3,713,486 | 68,225 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||