Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,979,734
-$3,124,833 QoQ
Shares Held
33,174
-9.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48.094893591366734.ToString("F0")%
Shared 0.ToString("F0")%
None 51.90510640863327.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $294,472,359 across 36 Capital Markets names. LPLA ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
198,639 | $168,046,607 | |
| 2 | SCHW |
Schwab Charles Corp
|
370,692 | $34,837,634 | |
| 3 | MS |
Morgan Stanley
|
176,075 | $28,976,662 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
318,842 | $13,158,609 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
33,174 | $9,979,734 | |
| 6 | PJT |
PJT Partners Inc.
|
54,167 | $7,568,213 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
75,660 | $5,243,238 | |
| 8 | SF |
Stifel Financial Corp
|
55,973 | $4,137,524 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,979,734 | 33,174 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,104,567 | 36,690 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,418,985 | 37,329 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $73,573,988 | 196,213 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $61,090,777 | 186,742 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $70,483,713 | 215,870 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,963,965 | 197,584 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,331,384 | 15,508 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,054,941 | 15,348 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,037,978 | 17,740 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,228,981 | 17,795 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,366,903 | 15,485 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,024,260 | 14,942 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,944,453 | 18,247 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,039,039 | 18,487 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,787,005 | 20,528 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,984,250 | 21,810 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,214,551 | 88,791 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,725,138 | 119,451 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $14,046,963 | 104,067 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,274,190 | 93,375 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,118,624 | 87,494 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,378,023 | 83,188 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $6,180,036 | 78,827 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,303,780 | 79,070 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||