Private Advisor Group, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1567755
MORRISTOWN, NJ
Position in LPLA
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$8,480,999
-$1,911,576 QoQ
Shares Held
28,192
-3.1% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Private Advisor Group, LLC holds $98,680,451 across 23 Capital Markets names. LPLA ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
813,070 | $27,872,039 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,338 | $22,281,684 | |
| 3 | MS |
Morgan Stanley
|
77,813 | $12,805,685 | |
| 4 | SCHW |
Schwab Charles Corp
|
105,033 | $9,871,001 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
28,192 | $8,480,999 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
81,998 | $5,682,461 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
213,430 | $4,221,645 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
25,607 | $1,717,461 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,480,999 | 28,192 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,392,575 | 29,097 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,024,282 | 30,131 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,904,502 | 29,081 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,736,600 | 26,706 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,608,436 | 26,365 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,303,807 | 27,098 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,491,384 | 26,822 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,626,928 | 25,083 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,921,534 | 26,015 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,158,462 | 25,914 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,032,417 | 23,145 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,681,916 | 23,132 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,810,863 | 22,255 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,938,084 | 22,602 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,816,034 | 26,106 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,332,438 | 23,716 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,318,825 | 20,731 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,263,586 | 20,819 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,773,164 | 20,545 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,968,869 | 20,884 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,198,416 | 21,094 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $1,798,064 | 23,452 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,846,241 | 23,549 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,323,683 | 24,319 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||