UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1463217
IRVING, TX
Position in LPLA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$617,724
-$11,913 QoQ
Shares Held
2,193
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 761 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. LPLA ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,373 | $37,797,931 | |
| 2 | SCHW |
Schwab Charles Corp
|
147,353 | $13,596,261 | |
| 3 | MS |
Morgan Stanley
|
49,436 | $10,334,101 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,431 | $1,647,700 | |
| 5 | SF |
Stifel Financial Corp
|
14,440 | $1,007,478 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,585 | $921,318 | |
| 7 | EVR |
Evercore Inc.
|
2,636 | $900,035 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,193 | $617,724 |
All Filings in LPLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,724 | 2,193 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $629,637 | 2,093 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $767,915 | 2,150 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,701,376 | 5,114 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,780,357 | 4,748 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $401,400 | 1,227 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $392,791 | 1,203 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $272,642 | 1,172 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $484,306 | 1,734 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $491,940 | 1,862 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $472,994 | 2,078 | Shares | Defined | 2024-02-14 | |
| 2020-03-31 | $2,974,109 | 54,641 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||