Tower Research Capital LLC (TRC)
Position in LPLA — LPL Financial Holdings Inc.
CIK 1533421
NEW YORK, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$881,940
+$868,403 QoQ
Shares Held
3,131
+6857.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#380
of 752 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Tower Research Capital LLC (TRC) holds $28,809,241 across 65 Capital Markets names. LPLA ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,689 | $6,765,053 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
40,829 | $4,094,331 | |
| 3 | MS |
Morgan Stanley
|
17,403 | $3,637,922 | |
| 4 | SCHW |
Schwab Charles Corp
|
21,742 | $2,006,134 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,777 | $1,547,310 | |
| 6 | IREN |
IREN Ltd
|
27,492 | $1,257,208 | |
| 7 | WULF |
Terawulf Inc.
|
47,720 | $1,178,683 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,131 | $881,940 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,940 | 3,131 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $13,537 | 45 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $164,655 | 461 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $646,748 | 1,944 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $232,480 | 620 | Shares | Other | 2025-08-15 | |
| 2025-03-31 | $1,344,218 | 4,109 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $524,374 | 1,606 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,402,060 | 6,027 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $186,851 | 669 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $362,745 | 1,373 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $221,246 | 972 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $74,146 | 312 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $41,745 | 192 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,040,740 | 5,142 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $389,538 | 1,802 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $1,761,167 | 8,061 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $48,887 | 265 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $266,895 | 1,461 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $245,897 | 1,536 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $70,855 | 452 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $437,740 | 3,243 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $429,322 | 3,020 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $648,664 | 6,224 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $875,570 | 11,420 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $2,822 | 36 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $193,008 | 3,546 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||