Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,441,104
+$5,520,146 QoQ
Shares Held
29,967
+235.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#167
of 761 holders
Holding Since
Dec 2024
2 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, 2026FJ Capital Management LLC holds $22,331,502 across 5 Capital Markets names. LPLA ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
29,967 | $8,441,104 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
119,299 | $4,433,150 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
37,237 | $4,226,027 | |
| 4 | ETOR |
eToro Group Ltd.
|
73,077 | $2,884,349 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
17,497 | $2,346,872 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,441,104 | 29,967 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $2,920,958 | 8,946 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||