Position in LPLA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,282,980
+$9,649 QoQ
Shares Held
11,655
+7.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#254
of 761 holders
Holding Since
Dec 2021
19 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, 2026Gradient Investments LLC holds $164,378,799 across 7 Capital Markets names. LPLA ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
70,680 | $71,483,631 | |
| 2 | MS |
Morgan Stanley
|
318,659 | $66,612,477 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
308,894 | $15,438,522 | |
| 4 | NMR |
Nomura Holdings Inc
|
638,711 | $5,607,882 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
11,655 | $3,282,980 | |
| 6 | SF |
Stifel Financial Corp
|
26,347 | $1,838,230 | |
| 7 | BGC |
BGC Group, Inc.
|
10,765 | $115,077 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,282,980 | 11,655 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,273,331 | 10,881 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,000,509 | 5,601 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,843,102 | 5,540 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,206,698 | 5,885 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,119,867 | 6,480 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,370,136 | 7,259 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,791,251 | 7,700 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,572,141 | 16,370 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,350,053 | 16,465 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,193,670 | 18,424 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,458,789 | 18,762 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,052,242 | 18,637 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $3,153,594 | 15,581 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,340,475 | 15,453 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $3,075,761 | 14,078 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,848,134 | 26,280 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $8,065,322 | 44,150 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $7,618,843 | 47,591 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||