Dana Investment Advisors, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1427514
BROOKFIELD, WI
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,496,565
-$53,010 QoQ
Shares Held
5,313
+3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#333
of 762 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $45,330,055 across 9 Capital Markets names. LPLA ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
195,919 | $17,052,789 | |
| 2 | SCHW |
Schwab Charles Corp
|
105,228 | $9,709,387 | |
| 3 | SF |
Stifel Financial Corp
|
82,406 | $5,749,466 | |
| 4 | MS |
Morgan Stanley
|
25,599 | $5,351,214 | |
| 5 | EVR |
Evercore Inc.
|
7,876 | $2,689,181 | |
| 6 | GS |
Goldman Sachs Group Inc
|
1,624 | $1,642,464 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,313 | $1,496,565 | |
| 8 | PJT |
PJT Partners Inc.
|
9,379 | $1,415,666 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,496,565 | 5,313 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,549,575 | 5,151 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,880,857 | 5,266 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,751,280 | 5,264 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,902,972 | 5,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,981,814 | 6,058 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,007,709 | 6,149 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,285,048 | 5,524 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,440,908 | 5,159 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,368,820 | 5,181 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,909,048 | 8,387 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,050,444 | 8,628 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,486,786 | 6,838 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,648,548 | 8,145 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,445,312 | 6,686 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,698,228 | 12,350 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,562,611 | 13,891 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,683,751 | 14,691 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,473,070 | 15,448 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,462,542 | 15,709 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,139,837 | 15,853 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,266,172 | 15,941 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,603,728 | 24,983 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,167,997 | 28,277 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,288,574 | 29,191 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||