Crossmark Global Holdings, Inc.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1539204
HOUSTON, TX
Position in LPLA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$200,274
-$4,892 QoQ
Shares Held
711
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#583
of 762 holders
Holding Since
Dec 2022
15 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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. LPLA ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,274 | 711 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $205,166 | 682 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $256,090 | 717 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $222,902 | 670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,730 | 666 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,741,500 | 11,437 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,191,107 | 3,648 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,908,263 | 8,203 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,517,330 | 9,013 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,103,034 | 4,175 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,046,368 | 4,597 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $928,736 | 3,908 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $941,254 | 4,329 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,429,348 | 7,062 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,017,727 | 4,708 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||