Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$712,932
-$341,777 QoQ
Shares Held
2,531
-27.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 761 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. LPLA ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,498 | $63,208,602 | |
| 2 | MS |
Morgan Stanley
|
278,364 | $58,189,210 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
681,610 | $25,328,627 | |
| 4 | SCHW |
Schwab Charles Corp
|
165,885 | $15,306,208 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,920 | $6,911,297 | |
| 6 | IREN |
IREN Ltd
|
118,577 | $5,422,526 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
68,577 | $3,427,478 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
169,649 | $2,258,028 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,932 | 2,531 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,054,709 | 3,506 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,343,673 | 3,762 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,191,695 | 3,582 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,277,147 | 3,406 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,153,168 | 3,525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $806,479 | 2,470 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $971,695 | 4,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $990,118 | 3,545 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,111,753 | 4,208 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $981,269 | 4,311 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $904,495 | 3,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $404,202 | 1,859 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $732,080 | 3,617 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $469,088 | 2,170 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $747,420 | 3,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,048 | 1,350 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $271,832 | 1,698 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||