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Tidal Investments LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1600064 MILWAUKEE, WI

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$379,704
-$342,287 QoQ
Shares Held
1,348
-43.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 761 holders
Holding Since
Sep 2022
16 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, 2026

Tidal Investments LLC holds $1,021,046,456 across 36 Capital Markets names. LPLA ranks #34 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LPLA

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $379,704 1,348
2026-03-31 $721,991 2,400
2025-12-31 $812,204 2,274
2025-09-30 $713,286 2,144
2025-06-30 $832,058 2,219
2025-03-31 $1,964,474 6,005
2024-12-31 $1,193,720 3,656
2024-09-30 $1,782,410 7,662
2024-06-30 $1,076,142 3,853
2024-03-31 $407,924 1,544
2023-12-31 $297,044 1,305
2023-09-30 $289,220 1,217
2023-06-30 $247,000 1,136
2023-03-31 $735,116 3,632
2022-12-31 $726,763 3,362
2022-09-30 $1,396,961 6,394