Capital Analysts, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1624758
FORT WASHINGTON, PA
Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$74,645
-$5,074 QoQ
Shares Held
265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 761 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $64,956,377 across 9 Capital Markets names. LPLA ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
34,585 | $34,978,231 | |
| 2 | MS |
Morgan Stanley
|
121,253 | $25,346,726 | |
| 3 | SCHW |
Schwab Charles Corp
|
48,221 | $4,449,350 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
265 | $74,645 | |
| 5 | IREN |
IREN Ltd
|
1,214 | $55,516 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
292 | $25,415 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,366 | $19,875 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,618 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,645 | 265 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $79,719 | 265 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $60,549 | 182 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $53,245 | 142 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $44,163 | 135 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $50,935 | 156 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,290 | 156 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $35,750 | 128 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $33,817 | 128 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,222 | 247 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $58,699 | 247 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $53,705 | 247 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $49,992 | 247 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $53,393 | 247 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $71,224 | 326 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $73,607 | 399 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $72,889 | 399 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $72,840 | 455 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $71,325 | 455 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $61,415 | 455 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $58,285 | 410 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||