Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,504,171
-$44,201 QoQ
Shares Held
5,340
+3.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#329
of 761 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ethic Inc. holds $139,116,739 across 18 Capital Markets names. LPLA ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
51,488 | $52,073,418 | |
| 2 | MS |
Morgan Stanley
|
200,383 | $41,888,062 | |
| 3 | SCHW |
Schwab Charles Corp
|
204,339 | $18,854,359 | |
| 4 | NMR |
Nomura Holdings Inc
|
1,042,353 | $9,151,859 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
57,952 | $5,811,426 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
39,402 | $3,429,550 | |
| 7 | TW |
Tradeweb Markets Inc.
|
19,029 | $1,896,430 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,340 | $1,504,171 |
All Filings in LPLA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,171 | 5,340 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,548,372 | 5,147 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,933,718 | 5,414 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,916,294 | 5,760 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,479,301 | 6,612 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,793,381 | 5,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,606,429 | 4,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,199,672 | 5,157 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,650,104 | 5,908 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,362,479 | 5,157 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $949,175 | 4,170 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,167,336 | 4,912 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $900,812 | 4,143 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $983,664 | 4,860 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $928,233 | 4,294 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $837,215 | 3,832 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $571,150 | 3,096 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $349,101 | 1,911 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $364,845 | 2,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $282,168 | 1,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $212,863 | 1,577 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||