Position in LPLA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$784,563
+$95,583 QoQ
Shares Held
2,608
+35.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 33.9340490797546.ToString("F0")%
Shared 0.ToString("F0")%
None 66.0659509202454.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Lido Advisors, LLC holds $186,557,625 across 19 Capital Markets names. LPLA ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
98,201 | $83,077,062 | |
| 2 | SCHW |
Schwab Charles Corp
|
502,606 | $47,234,911 | |
| 3 | MS |
Morgan Stanley
|
208,195 | $34,262,650 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
108,422 | $10,344,543 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
82,966 | $5,749,543 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
17,695 | $1,186,803 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,608 | $784,563 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,551 | $585,843 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,563 | 2,608 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $688,980 | 1,929 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $613,811 | 1,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $931,425 | 2,484 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $580,346 | 1,774 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $567,800 | 1,739 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $353,597 | 1,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $446,042 | 1,597 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $405,811 | 1,536 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $343,023 | 1,507 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $442,741 | 1,863 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $391,156 | 1,799 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $363,712 | 1,797 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $367,921 | 1,702 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $370,105 | 1,694 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,184 | 1,367 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||