Snowden Capital Advisors LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1903055
New York, NY
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$440,829
+$22,676 QoQ
Shares Held
1,565
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#471
of 761 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026Snowden Capital Advisors LLC holds $51,948,527 across 12 Capital Markets names. LPLA ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
27,556 | $27,869,311 | |
| 2 | SCHW |
Schwab Charles Corp
|
144,587 | $13,341,042 | |
| 3 | MS |
Morgan Stanley
|
19,354 | $4,045,760 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
28,169 | $2,824,787 | |
| 5 | IREN |
IREN Ltd
|
21,007 | $960,650 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
51,640 | $687,328 | |
| 7 | SF |
Stifel Financial Corp
|
8,470 | $590,951 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,565 | $440,829 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,829 | 1,565 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $418,153 | 1,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $723,983 | 2,027 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $669,372 | 2,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $802,435 | 2,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,088,394 | 3,327 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $627,552 | 1,922 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $282,645 | 1,215 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,196,896 | 29,348 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,280,301 | 19,986 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,730,008 | 16,387 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,613,024 | 19,411 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,249,234 | 19,543 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,796,821 | 18,759 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,154,131 | 5,339 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $494,420 | 2,263 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $643,466 | 3,488 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $802,695 | 4,394 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $316,177 | 1,975 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $745,393 | 4,755 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $4,039,276 | 29,925 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $3,953,753 | 27,812 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||