CoreCap Advisors, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1902501 SOUTHFIELD, MI

Position in LPLA

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$60,842

+$75 QoQ

Shares Held

216

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#616

of 761 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CoreCap Advisors, LLC holds $4,376,229 across 35 Capital Markets names. LPLA ranks #11 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,551	$1,568,634
2	HOOD	Robinhood Markets, Inc.	5,897	$591,351
3	MS	Morgan Stanley	2,701	$564,617
4	SCHW	Schwab Charles Corp	4,104	$378,676
5	IREN	IREN Ltd	7,038	$321,847
6	RIOT	Riot Platforms, Inc.	9,225	$252,580
7	CRCL	Circle Internet Group, Inc.	2,452	$153,568
8	VIRT	Virtu Financial, Inc.	1,444	$86,019

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,842	216	+6.9%	Shares	Sole	2026-07-06
2026-03-31	$60,767	202	+8.6%	Shares	Sole	2026-04-07
2025-12-31	$66,433	186	-63.5%	Shares	Sole	2026-01-13
2025-09-30	$169,671	510	-71.5%	Shares	Sole	2025-10-22
2025-06-30	$670,446	1,788	+958.0%	Shares	Sole	2025-08-14
2025-03-31	$55,286	169	0.0%	Shares	Sole	2025-05-09
2024-12-31	$55,180	169	+8.3%	Shares	Sole	2025-02-14
2024-09-30	$36,290	156	0.0%	Shares	Sole	2024-11-08
2024-06-30	$43,570	156	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$41,743	158	-73.4%	Shares	Sole	2024-08-08
2022-12-31	$128,404	594	+101.4%	Shares	Sole	2023-02-10
2022-06-30	$54,421	295	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.