OneDigital Investment Advisors LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1690370 OVERLAND PARK, KS

Position in LPLA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$297,172

-$691,355 QoQ

Shares Held

1,055

-67.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#520

of 761 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,461,148 across 9 Capital Markets names. LPLA ranks #9 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	97,300	$8,468,992
2	SCHW	Schwab Charles Corp	57,720	$5,325,824
3	MS	Morgan Stanley	18,450	$3,856,788
4	GS	Goldman Sachs Group Inc	3,359	$3,397,191
5	MC	Moelis & Co	19,164	$1,253,708
6	HOOD	Robinhood Markets, Inc.	9,005	$903,021
7	PIPR	Piper Sandler Companies	7,013	$507,320
8	SF	Stifel Financial Corp	6,466	$451,132

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,172	1,055	-67.9%	Shares	Sole	2026-08-07
2026-03-31	$988,527	3,286	-14.0%	Shares	Sole	2026-05-08
2025-12-31	$1,365,460	3,823	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$1,286,512	3,867	+2.0%	Shares	Sole	2025-11-10
2025-06-30	$1,421,511	3,791	-0.8%	Shares	Sole	2025-08-07
2025-03-31	$1,250,656	3,823	+8.7%	Shares	Sole	2025-04-29
2024-12-31	$1,148,662	3,518	-30.8%	Shares	Sole	2025-02-13
2024-09-30	$1,181,993	5,081	+27.9%	Shares	Sole	2024-11-06
2024-06-30	$1,109,938	3,974	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$1,024,039	3,876	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$872,012	3,831	+0.7%	Shares	Sole	2024-02-13
2023-09-30	$904,020	3,804	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$824,929	3,794	-0.2%	Shares	Sole	2023-08-07
2023-03-31	$769,524	3,802	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.