Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$362,240
-$5,073 QoQ
Shares Held
1,286
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#493
of 764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. LPLA ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,286 | $362,240 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,240 | 1,286 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $367,313 | 1,221 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $465,392 | 1,303 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $465,100 | 1,398 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $540,331 | 1,441 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $508,048 | 1,553 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $441,441 | 1,352 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $304,977 | 1,311 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $413,922 | 1,482 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $369,880 | 1,400 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $313,432 | 1,377 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $420,402 | 1,769 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $269,613 | 1,240 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $279,109 | 1,379 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $228,707 | 1,058 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $229,404 | 1,050 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $207,724 | 1,126 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $98,099 | 537 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $75,082 | 469 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $81,358 | 519 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $47,917 | 355 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $50,466 | 355 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $42,209 | 405 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $30,054 | 392 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $30,732 | 392 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $10,015 | 184 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||