Cambridge Investment Research Advisors, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1419186
FAIRFIELD, IA
Position in LPLA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$782,788
-$32,762 QoQ
Shares Held
2,779
+2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 761 holders
Holding Since
Sep 2022
16 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $135,351,376 across 35 Capital Markets names. LPLA ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,937 | $47,470,673 | |
| 2 | MS |
Morgan Stanley
|
173,556 | $36,280,146 | |
| 3 | SCHW |
Schwab Charles Corp
|
161,254 | $14,878,906 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
96,528 | $9,679,827 | |
| 5 | IREN |
IREN Ltd
|
98,267 | $4,493,749 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
32,980 | $2,065,537 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
139,475 | $1,856,412 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
64,548 | $1,767,324 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,788 | 2,779 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $815,550 | 2,711 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $810,775 | 2,270 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $719,941 | 2,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,008,339 | 5,356 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $526,368 | 1,609 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $482,908 | 1,479 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $439,670 | 1,890 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $830,638 | 2,974 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $703,300 | 2,662 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $752,511 | 3,306 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $440,127 | 1,852 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $353,758 | 1,627 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $358,045 | 1,769 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $374,838 | 1,734 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $636,213 | 2,912 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||