Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,531,703
-$788,215 QoQ
Shares Held
12,538
-12.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#244
of 761 holders
Holding Since
Sep 2021
20 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. LPLA ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,531,703 | 12,538 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,319,918 | 14,360 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,824,371 | 16,307 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,776,163 | 17,362 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,540,646 | 20,110 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,542,472 | 19,999 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,156,898 | 15,794 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,595,994 | 15,458 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,673,526 | 16,733 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,219,277 | 12,185 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,868,239 | 12,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,769,335 | 11,653 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,426,736 | 11,161 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,311,205 | 11,419 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,493,737 | 11,536 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,945,110 | 13,480 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,306,000 | 12,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,186,862 | 11,971 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,700,636 | 10,623 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,518,534 | 9,687 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||