Position in LPLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$915,178
-$1,821,773 QoQ
Shares Held
3,249
-64.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 761 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $45,780,263 across 16 Capital Markets names. LPLA ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
17,988 | $18,192,523 | |
| 2 | MS |
Morgan Stanley
|
66,996 | $14,004,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
24,714 | $2,280,360 | |
| 4 | BGC |
BGC Group, Inc.
|
185,459 | $1,982,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
14,852 | $1,480,150 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
10,396 | $1,042,510 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
6,983 | $936,629 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,249 | $915,178 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,178 | 3,249 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,736,951 | 9,098 | Shares | Sole | 2026-04-16 | |
| 2025-06-30 | $3,049,256 | 8,132 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,077,339 | 6,350 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,036,442 | 6,237 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,445,097 | 6,212 | Shares | Sole | 2024-10-07 | |
| 2023-09-30 | $219,826 | 925 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||