Position in LPLA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$275,483
+$231,863 QoQ
Shares Held
978
+574.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#530
of 761 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $82,613,733 across 48 Capital Markets names. LPLA ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
105,002 | $21,949,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,336 | $21,578,590 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
94,163 | $9,442,665 | |
| 4 | SCHW |
Schwab Charles Corp
|
92,395 | $8,525,286 | |
| 5 | EVR |
Evercore Inc.
|
20,526 | $7,008,397 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,700 | $2,034,186 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,108 | $1,924,280 | |
| 8 | TW |
Tradeweb Markets Inc.
|
13,827 | $1,377,998 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,483 | 978 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $43,620 | 145 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $88,935 | 249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,168,074 | 3,511 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,619 | 191 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $60,193 | 184 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,221 | 163 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $40,012 | 172 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $50,832 | 182 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $35,931 | 136 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $32,322 | 142 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $46,104 | 194 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $218,082 | 1,003 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $201,388 | 995 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $210,333 | 973 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $212,144 | 971 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $189,092 | 1,025 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $122,030 | 668 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||