MERCER GLOBAL ADVISORS INC /ADV
Position in LPLA — LPL Financial Holdings Inc.
CIK 853758
DENVER, CO
Position in LPLA
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,080,242
-$511,449 QoQ
Shares Held
3,835
-27.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 761 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. LPLA ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,242 | 3,835 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,591,691 | 5,291 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,616,908 | 4,527 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,288,175 | 3,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,108,786 | 2,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $920,899 | 2,815 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $957,980 | 2,934 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $771,866 | 3,318 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,095,414 | 3,922 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,246,495 | 4,718 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,289,012 | 5,663 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $946,322 | 3,982 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $570,318 | 2,623 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $545,063 | 2,693 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $614,787 | 2,844 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $693,674 | 3,175 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $577,975 | 3,133 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $484,467 | 2,652 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||