Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$736,593
-$78,957 QoQ
Shares Held
2,615
-3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 761 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. LPLA ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
57,472 | $12,013,946 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,586 | $7,672,252 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
75,344 | $7,555,496 | |
| 4 | SCHW |
Schwab Charles Corp
|
37,553 | $3,465,015 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,615 | $736,593 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
7,071 | $615,459 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
9,639 | $481,757 | |
| 8 | EVR |
Evercore Inc.
|
986 | $336,659 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,593 | 2,615 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $815,550 | 2,711 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $902,925 | 2,528 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $824,073 | 2,477 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $942,674 | 2,514 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $828,972 | 2,534 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $809,418 | 2,479 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $564,127 | 2,425 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $679,816 | 2,434 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $638,307 | 2,416 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $541,280 | 2,378 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $558,952 | 2,352 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $502,045 | 2,309 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $481,914 | 2,381 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $486,166 | 2,249 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $496,168 | 2,271 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $424,304 | 2,300 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $413,952 | 2,266 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $53,630 | 335 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $46,400 | 296 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $19,842 | 147 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,343 | 122 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $8,233 | 79 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,056 | 79 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,193 | 79 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,578 | 29 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||