FRONTIER CAPITAL MANAGEMENT CO LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 351173
Boston, MA
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$383,366
+$77,422 QoQ
Shares Held
1,361
+33.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#486
of 763 holders
Holding Since
Mar 2020
17 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, 2026FRONTIER CAPITAL MANAGEMENT CO LLC holds $161,929,920 across 7 Capital Markets names. LPLA ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
1,004,783 | $62,929,559 | |
| 2 | ETOR |
eToro Group Ltd.
|
832,037 | $32,840,500 | |
| 3 | PWP |
Perella Weinberg Partners
|
1,624,195 | $25,922,152 | |
| 4 | EVR |
Evercore Inc.
|
62,310 | $21,275,126 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
182,543 | $18,305,412 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
1,361 | $383,366 | |
| 7 | PJT |
PJT Partners Inc.
|
1,814 | $273,805 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,366 | 1,361 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,944 | 1,017 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $255,236 | 1,074 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $241,129 | 1,109 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $224,664 | 1,110 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $57,153,402 | 264,391 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $146,053,661 | 668,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $152,272,190 | 825,413 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $203,795,981 | 1,115,590 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $162,610,296 | 1,015,743 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $156,403,057 | 997,723 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $143,572,961 | 1,063,661 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $185,095,163 | 1,302,020 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $109,516,147 | 1,050,817 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $25,165,240 | 328,228 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,203,702 | 346,986 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $47,937,045 | 880,710 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||