Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,298,244
+$19,743,118 QoQ
Shares Held
89,812
+386.4% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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, 2026SummitTX Capital, L.P. holds $74,880,222 across 17 Capital Markets names. LPLA ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
89,812 | $25,298,244 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
573,780 | $15,687,145 | |
| 3 | EVR |
Evercore Inc.
|
36,804 | $12,566,357 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
67,995 | $5,918,284 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
73,848 | $4,399,125 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
24,362 | $2,764,843 | |
| 7 | PJT |
PJT Partners Inc.
|
16,815 | $2,538,056 | |
| 8 | WULF |
Terawulf Inc.
|
66,195 | $1,635,016 |
All Filings in LPLA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,298,244 | 89,812 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,555,126 | 18,466 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $602,201 | 1,606 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,163,703 | 6,614 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||