Catalyst Capital Advisors LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1549275
San Juan, PR
Position in LPLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$167,599
-$11,394 QoQ
Shares Held
595
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#588
of 762 holders
Holding Since
Mar 2021
20 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, 2026Catalyst Capital Advisors LLC holds $5,426,220 across 7 Capital Markets names. LPLA ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
31,500 | $2,741,760 | |
| 2 | EVR |
Evercore Inc.
|
4,800 | $1,638,912 | |
| 3 | SNEX |
StoneX Group Inc.
|
5,162 | $407,758 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,678 | $368,829 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
595 | $167,599 | |
| 6 | SCHW |
Schwab Charles Corp
|
935 | $86,272 | |
| 7 | IREN |
IREN Ltd
|
330 | $15,090 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,599 | 595 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $178,993 | 595 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $887,567 | 2,485 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,648,211 | 7,960 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $2,628,539 | 7,010 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $559,409 | 1,710 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $558,332 | 1,710 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $593,671 | 2,552 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $885,381 | 3,170 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $903,564 | 3,420 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $683,998 | 3,005 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,418,680 | 11,950 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $4,809,782 | 22,250 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $5,025,040 | 23,000 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $4,344,504 | 23,550 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $4,585,268 | 25,100 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $4,314,425 | 26,950 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $4,467,660 | 28,500 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $4,049,400 | 30,000 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $4,264,800 | 30,000 | Shares | Other | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||