Cresset Asset Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1761013 Chicago, IL

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$488,151

-$44,017 QoQ

Shares Held

1,733

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#457

of 761 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Cresset Asset Management, LLC holds $155,120,801 across 26 Capital Markets names. LPLA ranks #18 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	445,551	$41,110,990
2	GS	Goldman Sachs Group Inc	37,388	$37,813,101
3	EVR	Evercore Inc.	41,232	$14,078,254
4	WULF	Terawulf Inc.	541,248	$13,368,825
5	HOOD	Robinhood Markets, Inc.	113,754	$11,407,251
6	MS	Morgan Stanley	39,129	$8,179,526
7	HUT	Hut 8 Corp.	57,695	$6,660,599
8	TW	Tradeweb Markets Inc.	47,481	$4,731,956

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$488,151	1,733	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$532,168	1,769	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$633,619	1,774	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$583,205	1,753	-2.1%	Shares	Sole	2026-01-22
2025-06-30	$671,196	1,790	+122.6%	Shares	Sole	2026-01-22
2025-03-31	$263,020	804	+9.4%	Shares	Sole	2025-05-13
2024-12-31	$239,984	735	-82.4%	Shares	Sole	2025-02-14
2024-09-30	$972,624	4,181	-12.1%	Shares	Defined	2024-11-14
2024-06-30	$1,328,070	4,755	+9.4%	Shares	Defined	2024-08-14
2024-03-31	$1,148,476	4,347	+3.6%	Shares	Defined	2024-05-15
2023-12-31	$955,321	4,197	-5.8%	Shares	Defined	2024-02-14
2023-09-30	$1,058,968	4,456	+10.6%	Shares	Defined	2023-11-14
2023-06-30	$875,808	4,028	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.