MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 922127 New York, NY

Position in LPLA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,053,165

-$69,792 QoQ

Shares Held

7,289

+3.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#299

of 761 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $138,666,543 across 21 Capital Markets names. LPLA ranks #12 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	33,858	$34,242,965
2	MS	Morgan Stanley	145,748	$30,467,161
3	SCHW	Schwab Charles Corp	187,606	$17,310,405
4	PJT	PJT Partners Inc.	64,871	$9,791,628
5	HOOD	Robinhood Markets, Inc.	81,532	$8,176,028
6	SF	Stifel Financial Corp	104,523	$7,292,569
7	HLI	Houlihan Lokey, Inc.	50,697	$6,799,988
8	RIOT	Riot Platforms, Inc.	196,208	$5,372,175

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,053,165	7,289	+3.3%	Shares	Sole	2026-08-11
2026-03-31	$2,122,957	7,057	-25.7%	Shares	Sole	2026-05-07
2025-12-31	$3,391,329	9,495	+70.5%	Shares	Sole	2026-02-10
2025-09-30	$1,852,417	5,568	+116.6%	Shares	Sole	2025-10-31
2025-06-30	$964,047	2,571	0.0%	Shares	Sole	2025-07-29
2025-03-31	$841,076	2,571	-12.1%	Shares	Sole	2025-05-09
2024-12-31	$955,368	2,926	-33.3%	Shares	Sole	2025-02-05
2024-09-30	$1,020,780	4,388	+23.0%	Shares	Sole	2024-11-06
2024-06-30	$996,263	3,567	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.