Fieldview Capital Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 2040221
NILES, MI
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$725,889
-$154,038 QoQ
Shares Held
2,577
-11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#409
of 761 holders
Holding Since
Dec 2024
4 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, 2026Fieldview Capital Management, LLC holds $4,299,732 across 9 Capital Markets names. LPLA ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PJT |
PJT Partners Inc.
|
5,243 | $791,378 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,577 | $725,889 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
5,602 | $635,770 | |
| 4 | TW |
Tradeweb Markets Inc.
|
5,910 | $588,990 | |
| 5 | PIPR |
Piper Sandler Companies
|
6,250 | $452,125 | |
| 6 | MARA |
MARA Holdings, Inc.
|
29,382 | $408,115 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,376 | $318,692 | |
| 8 | WULF |
Terawulf Inc.
|
8,510 | $210,197 |
All Filings in LPLA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,889 | 2,577 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $879,927 | 2,925 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $223,231 | 625 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $1,153,233 | 3,532 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||