Position in LPLA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,985,395
-$557,807 QoQ
Shares Held
13,248
+4.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $643,994,574 across 34 Capital Markets names. LPLA ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,331,983 | $219,204,442 | |
| 2 | GS |
Goldman Sachs Group Inc
|
237,693 | $201,085,901 | |
| 3 | MC |
Moelis & Co
|
1,785,339 | $101,764,323 | |
| 4 | SCHW |
Schwab Charles Corp
|
383,653 | $36,055,708 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
193,014 | $27,720,670 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
220,212 | $14,769,618 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
163,317 | $11,317,868 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
13,248 | $3,985,395 |
All Filings in LPLA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,985,395 | 13,248 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,543,202 | 12,720 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,279,391 | 12,863 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,881,734 | 13,019 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,502,100 | 13,762 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,962,952 | 15,200 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,973,709 | 12,783 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,312,498 | 11,860 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,105,671 | 11,755 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,507,072 | 6,621 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,594,869 | 6,711 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,435,255 | 6,601 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,184,908 | 10,795 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $933,854 | 4,320 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $878,726 | 4,022 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $617,823 | 3,349 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $396,780 | 2,172 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $269,431 | 1,683 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $254,735 | 1,625 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $211,378 | 1,566 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $205,279 | 1,444 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||