Position in LPLA
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$17,182
+$3,946 QoQ
Shares Held
61
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#656
of 761 holders
Holding Since
Mar 2020
8 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, 2026CX Institutional holds $39,632,272 across 18 Capital Markets names. LPLA ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
131,640 | $12,146,422 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,361 | $11,490,174 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
56,042 | $4,877,895 | |
| 4 | EVR |
Evercore Inc.
|
11,612 | $3,964,801 | |
| 5 | LAZ |
Lazard, Inc.
|
83,677 | $3,509,413 | |
| 6 | MS |
Morgan Stanley
|
7,892 | $1,649,743 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,319 | $633,669 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
13,276 | $363,496 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,182 | 61 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $13,236 | 44 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $3 | 7 | Shares | Sole | 2026-02-02 | |
| 2024-09-30 | $382,211 | 1,643 | Shares | Sole | 2024-10-11 | |
| 2021-06-30 | $1,619 | 12 | Shares | Sole | 2021-08-04 | |
| 2020-09-30 | $4,906 | 64 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,996 | 102 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,551 | 102 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||