Cetera Investment Advisers
Position in LPLA — LPL Financial Holdings Inc.
CIK 1666741
SCHAUMBURG, IL
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,075,591
-$793,903 QoQ
Shares Held
18,019
-7.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 761 holders
Holding Since
Dec 2020
22 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, 2026Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. LPLA ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
126,209 | $127,643,996 | |
| 2 | MS |
Morgan Stanley
|
389,557 | $81,432,995 | |
| 3 | SCHW |
Schwab Charles Corp
|
626,708 | $57,826,347 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
453,791 | $45,506,161 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
224,287 | $19,521,940 | |
| 6 | IREN |
IREN Ltd
|
392,080 | $17,929,818 | |
| 7 | HUT |
Hut 8 Corp.
|
46,739 | $5,395,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
18,019 | $5,075,591 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,075,591 | 18,019 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,869,494 | 19,511 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,700,152 | 18,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,320,444 | 18,998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,155,552 | 19,083 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,019,376 | 18,400 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,784,351 | 14,653 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,361,968 | 14,452 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,032,812 | 14,439 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $860,403 | 3,780 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,300,896 | 5,474 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,167,381 | 5,369 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,158,335 | 5,723 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,313,665 | 6,077 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,162,532 | 5,321 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $768,359 | 4,165 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $375,772 | 2,057 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $344,353 | 2,151 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $401,462 | 2,561 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $459,201 | 3,402 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $525,281 | 3,695 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $247,522 | 2,375 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||