Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,555,126
+$4,952,925 QoQ
Shares Held
18,466
+1049.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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, 2026SummitTX Capital, L.P. holds $33,368,607 across 13 Capital Markets names. LPLA ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
24,089 | $7,190,807 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
136,332 | $5,995,881 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
18,466 | $5,555,126 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
66,531 | $4,462,234 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
56,262 | $3,898,956 | |
| 6 | SCHW |
Schwab Charles Corp
|
26,841 | $2,522,517 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
13,590 | $1,951,795 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
28,767 | $1,187,214 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||