SkyView Investment Advisors, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1848237
SHREWSBURY, NJ
Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,018,008
-$155,295 QoQ
Shares Held
3,384
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SkyView Investment Advisors, LLC holds $12,396,807 across 6 Capital Markets names. LPLA ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
126,074 | $8,455,783 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,384 | $1,018,008 | |
| 3 | MC |
Moelis & Co
|
17,428 | $993,396 | |
| 4 | SCHW |
Schwab Charles Corp
|
7,838 | $736,615 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
32,000 | $632,960 | |
| 6 | GS |
Goldman Sachs Group Inc
|
662 | $560,045 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,018,008 | 3,384 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,173,303 | 3,285 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,095,880 | 3,294 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $1,221,277 | 3,257 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,039,323 | 3,177 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,001,732 | 3,068 | Shares | Sole | 2025-06-02 | |
| 2024-09-30 | $1,124,766 | 4,835 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $1,313,827 | 4,704 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,232,757 | 4,666 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $1,004,546 | 4,227 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $896,463 | 4,123 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $839,757 | 4,149 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $873,326 | 4,040 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $879,382 | 4,025 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $660,068 | 3,578 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $665,320 | 3,642 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,870,971 | 11,687 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $669,992 | 4,274 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $35,499 | 263 | Shares | Sole | 2021-08-18 | |
| 2021-03-31 | $37,388 | 263 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $8,024 | 77 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||