Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,948,098
-$77,991 QoQ
Shares Held
6,916
+2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#303
of 761 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. LPLA ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,098 | 6,916 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,026,089 | 6,735 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,390,538 | 6,693 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,472,884 | 7,433 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,753,824 | 10,011 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,968,862 | 12,132 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $3,868,490 | 11,848 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,569,630 | 11,046 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,167,753 | 4,181 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,516,237 | 13,309 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,127,174 | 4,952 | Shares | Other | 2024-01-26 | |
| 2023-06-30 | $1,121,069 | 5,156 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $773,168 | 3,820 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $625,812 | 2,895 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,076,669 | 4,928 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,013,533 | 5,494 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $955,051 | 5,228 | Shares | Sole | 2022-04-25 | |
| 2020-12-31 | $271,180 | 2,602 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||