Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,182,102
+$809,798 QoQ
Shares Held
14,847
+32.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 761 holders
Holding Since
Jun 2021
18 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, 2026Creative Planning holds $497,699,973 across 41 Capital Markets names. LPLA ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
149,075 | $150,769,982 | |
| 2 | MS |
Morgan Stanley
|
522,699 | $109,264,998 | |
| 3 | SCHW |
Schwab Charles Corp
|
746,571 | $68,886,106 | |
| 4 | PIPR |
Piper Sandler Companies
|
231,297 | $16,732,024 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
160,249 | $16,069,768 | |
| 6 | MRX |
Marex Group Ltd
|
220,288 | $13,426,552 | |
| 7 | EVR |
Evercore Inc.
|
31,231 | $10,663,512 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,341 | $9,463,262 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,182,102 | 14,847 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,372,304 | 11,210 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,393,829 | 9,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,577,348 | 7,747 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,671,660 | 7,125 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,844,415 | 5,638 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,383,422 | 4,237 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $873,990 | 3,757 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,277,516 | 4,574 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,053,629 | 3,988 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $652,130 | 2,865 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $760,479 | 3,200 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $544,009 | 2,502 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $488,391 | 2,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $650,455 | 3,009 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $555,594 | 2,543 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $291,293 | 1,579 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $137,274 | 1,017 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||