Position in LPLA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$793,492
-$348,157 QoQ
Shares Held
2,817
-25.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#396
of 761 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BURNEY CO/ holds $42,222,830 across 7 Capital Markets names. LPLA ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
146,181 | $11,548,299 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,450 | $10,568,816 | |
| 3 | SCHW |
Schwab Charles Corp
|
111,652 | $10,302,129 | |
| 4 | MS |
Morgan Stanley
|
25,563 | $5,343,689 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
32,404 | $1,930,306 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
19,946 | $1,736,099 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,817 | $793,492 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,492 | 2,817 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,141,649 | 3,795 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,673,311 | 29,883 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,334,681 | 31,064 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $11,187,979 | 29,837 | Shares | Sole | 2025-08-05 | |
| 2024-09-30 | $1,351,347 | 5,809 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||