COMMONWEALTH EQUITY SERVICES, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 312272
WALTHAM, MA
Position in LPLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,660,749
-$215,185 QoQ
Shares Held
9,446
-1.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#272
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $250,921,798 across 36 Capital Markets names. LPLA ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
89,299 | $90,314,329 | |
| 2 | MS |
Morgan Stanley
|
361,074 | $75,478,908 | |
| 3 | SCHW |
Schwab Charles Corp
|
236,089 | $21,783,932 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
181,743 | $18,225,188 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,104 | $10,540,892 | |
| 6 | IREN |
IREN Ltd
|
122,511 | $5,602,428 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
310,524 | $4,133,074 | |
| 8 | WULF |
Terawulf Inc.
|
165,421 | $4,085,898 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,660,749 | 9,446 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,875,934 | 9,560 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,591,701 | 10,056 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,030,140 | 9,108 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,173,791 | 11,131 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,287,035 | 6,991 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,924,449 | 5,894 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,386,009 | 5,958 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,583,631 | 5,670 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,445,966 | 5,473 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $931,648 | 4,093 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $731,249 | 3,077 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $562,708 | 2,588 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $511,667 | 2,528 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,303,939 | 10,658 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,768,544 | 21,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,082,173 | 22,128 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,898,391 | 21,340 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,381,420 | 21,122 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,306,068 | 21,090 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,824,996 | 20,929 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,853,482 | 13,038 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,322,656 | 12,691 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $964,815 | 12,584 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $975,452 | 12,442 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $677,925 | 12,455 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||