JAMES INVESTMENT RESEARCH, INC.

Position in LPLA — LPL Financial Holdings Inc.

CIK 810384 ALPHA, OH

Position in LPLA

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,690,643

-$170,291 QoQ

Shares Held

6,002

-3.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#316

of 761 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

JAMES INVESTMENT RESEARCH, INC. holds $22,212,461 across 5 Capital Markets names. LPLA ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	14,146	$14,306,840
2	EVR	Evercore Inc.	8,188	$2,795,710
3	PIPR	Piper Sandler Companies	37,536	$2,715,354
4	LPLA	LPL Financial Holdings Inc. This page	6,002	$1,690,643
5	HLI	Houlihan Lokey, Inc.	5,248	$703,914

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,690,643	6,002	-3.0%	Shares	Sole	2026-07-24
2026-03-31	$1,860,934	6,186	-2.4%	Shares	Sole	2026-04-24
2025-12-31	$2,264,457	6,340	-3.8%	Shares	Sole	2026-01-29
2025-09-30	$2,192,759	6,591	-0.1%	Shares	Sole	2025-10-31
2025-06-30	$2,472,927	6,595	+1.4%	Shares	Sole	2025-08-01
2025-03-31	$2,127,391	6,503	-9.4%	Shares	Sole	2025-05-02
2024-12-31	$2,344,668	7,181	-1.3%	Shares	Sole	2025-01-30
2024-09-30	$1,692,383	7,275	-47.9%	Shares	Sole	2024-10-29
2024-06-30	$3,900,703	13,966	-5.0%	Shares	Sole	2024-07-30
2024-03-31	$3,882,947	14,697	+0.3%	Shares	Sole	2024-05-01
2023-12-31	$3,334,633	14,650	-26.4%	Shares	Sole	2024-02-06
2023-09-30	$4,732,799	19,915	-2.7%	Shares	Sole	2023-10-31
2023-06-30	$4,452,096	20,476	-5.7%	Shares	Sole	2023-08-07
2023-03-31	$4,394,710	21,713	+4.9%	Shares	Sole	2023-04-26
2022-12-31	$4,474,934	20,701	-27.2%	Shares	Sole	2023-01-30
2022-09-30	$6,211,604	28,431	-9.9%	Shares	Sole	2022-10-31
2022-06-30	$5,824,218	31,571	-6.2%	Shares	Sole	2022-08-01
2022-03-31	$6,149,556	33,663	-18.9%	Shares	Sole	2022-04-22
2021-12-31	$6,646,776	41,519	-6.7%	Shares	Sole	2022-01-28
2021-09-30	$6,978,328	44,516	-45.0%	Shares	Sole	2021-10-22
2021-06-30	$10,926,900	80,952	+10.4%	Shares	Sole	2021-07-26
2021-03-31	$10,419,759	73,296	+12.8%	Shares	Sole	2021-04-22
2020-12-31	$6,774,924	65,006	+33.8%	Shares	Sole	2021-01-27
2020-09-30	$3,725,625	48,593	-1.4%	Shares	Sole	2020-10-23
2020-06-30	$3,863,786	49,283	+590.5%	Shares	Sole	2020-07-24
2020-03-31	$388,466	7,137	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.