Silvant Capital Management LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1738728
ATLANTA, GA
Position in LPLA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,841,515
-$952,470 QoQ
Shares Held
17,188
-10.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#215
of 761 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Silvant Capital Management LLC holds $22,262,184 across 12 Capital Markets names. LPLA ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
106,833 | $10,713,213 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
17,188 | $4,841,515 | |
| 3 | WULF |
Terawulf Inc.
|
87,605 | $2,163,843 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
30,452 | $1,907,208 | |
| 5 | ETOR |
eToro Group Ltd.
|
47,604 | $1,878,929 | |
| 6 | GS |
Goldman Sachs Group Inc
|
321 | $324,649 | |
| 7 | MS |
Morgan Stanley
|
1,357 | $283,667 | |
| 8 | SNEX |
StoneX Group Inc.
|
544 | $43,015 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,841,515 | 17,188 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $5,793,985 | 19,260 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,207,181 | 14,579 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,772,438 | 14,345 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,887,403 | 15,701 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $5,136,425 | 15,701 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,161,696 | 12,746 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,965,101 | 12,746 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $3,559,957 | 12,746 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $3,367,493 | 12,746 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $2,327,186 | 10,224 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $2,429,733 | 10,224 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $2,223,004 | 10,224 | Shares | Other | 2023-07-25 | |
| 2023-03-31 | $2,069,337 | 10,224 | Shares | Other | 2023-04-26 | |
| 2022-12-31 | $3,344,149 | 15,470 | Shares | Other | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||