LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 8)
772 institutional investment managers reported a LPLA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 701 to 772. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LPLA 13F holders ranked 701–772 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Cape Investment Advisory#701 · 15 sh | 15 | $4.2K | — | New |
| 702 | Whipplewood Advisors#702 · 15 sh | 15 | $4.2K | — | -92.6% |
| 703 | Avion Wealth#703 · 15 sh | 15 | $4.0K | <0.01% | +150.0% |
| 704 | Elevated Capital Advisors#704 · 14 sh | 14 | $3.9K | <0.01% | 0.0% |
| 705 | MTM Investment Management#705 · 14 sh | 14 | $3.9K | <0.01% | 0.0% |
| 706 | Creative Capital Management Investments#706 · 14 sh | 14 | $3.9K | <0.01% | New |
| 707 | PRIVATE NA#707 · 13 sh | 13 | $3.7K | — | 0.0% |
| 708 | Tower View Wealth Management#708 · 13 sh | 13 | $3.7K | — | -18.8% |
| 709 | Valued Wealth Advisors#709 · 13 sh | 13 | $3.7K | <0.01% | +30.0% |
| 710 | CULLEN/FROST BANKERS#710 · 12 sh | 12 | $3.4K | 0.00% | -57.1% |
| 711 | Clearstead#711 · 12 sh | 12 | $3.4K | <0.01% | +100.0% |
| 712 | FOSTER DYKEMA CABOT & PARTNERS#712 · 12 sh | 12 | $3.4K | <0.01% | 0.0% |
| 713 | Cornerstone Financial Management#713 · 12 sh | 12 | $3.4K | <0.01% | -7.7% |
| 714 | CHESAPEAKE ASSET MANAGEMENT#714 · 11 sh | 11 | $3.1K | <0.01% | New |
| 715 | SOUTHERN MICHIGAN BANK &#715 · 11 sh | 11 | $3.1K | — | 0.0% |
| 716 | Bay Harbor Wealth Management#716 · 11 sh | 11 | $3.1K | <0.01% | +22.2% |
| 717 | Rosenberg Matthew Hamilton#717 · 10 sh | 10 | $2.8K | — | 0.0% |
| 718 | Vanguard National#718 · 10 sh | 10 | $2.8K | <0.01% | 0.0% |
| 719 | WEST PACES ADVISORS#719 · 10 sh | 10 | $2.8K | — | New |
| 720 | Sachetta#720 · 10 sh | 10 | $2.8K | <0.01% | -37.5% |
| 721 | HFM Investment Advisors#721 · 10 sh | 10 | $2.8K | <0.01% | +233.3% |
| 722 | Ares Financial Consulting#722 · 9 sh | 9 | $2.6K | — | 0.0% |
| 723 | ARMSTRONG ADVISORY GROUP#723 · 9 sh | 9 | $2.5K | — | 0.0% |
| 724 | WEBSTER BANK, N. A.#724 · 9 sh | 9 | $2.5K | <0.01% | New |
| 725 | Hughes Financial Services#725 · 9 sh | 9 | $2.5K | <0.01% | +28.6% |
| 726 | Financial Network Wealth Advisors#726 · 8 sh | 8 | $2.3K | <0.01% | -38.5% |
| 727 | FIRST UNITED BANK#727 · 8 sh | 8 | $2.3K | — | 0.0% |
| 728 | RAFFA WEALTH MANAGEMENT#728 · 8 sh | 8 | $2.3K | <0.01% | +60.0% |
| 729 | Principia Wealth Advisory#729 · 7 sh | 7 | $2.0K | <0.01% | +75.0% |
| 730 | Key Capital Management#730 · 7 sh | 7 | $2.0K | <0.01% | 0.0% |
| 731 | MCGUIRE CAPITAL ADVISORS#731 · 7 sh | 7 | $2.0K | <0.01% | 0.0% |
| 732 | BROWN, LISLE/CUMMINGS#732 · 7 sh | 7 | $1.9K | — | -50.0% |
| 733 | CBIZ Investment Advisory Services#733 · 6 sh | 6 | $1.8K | <0.01% | 0.0% |
| 734 | Rialto Wealth Management#734 · 6 sh | 6 | $1.7K | <0.01% | +20.0% |
| 735 | Kilter Group#735 · 6 sh | 6 | $1.7K | <0.01% | 0.0% |
| 736 | ROTHSCHILD INVESTMENT#736 · 6 sh | 6 | $1.7K | <0.01% | +200.0% |
| 737 | Manchester Capital Management#737 · 5 sh | 5 | $1.4K | — | -28.6% |
| 738 | MARSHALL INVESTMENT MANAGEMENT#738 · 5 sh | 5 | $1.4K | <0.01% | 0.0% |
| 739 | Hilton Head Capital Partners#739 · 5 sh | 5 | $1.4K | — | 0.0% |
| 740 | Planning Strategies#740 · 5 sh | 5 | $1.4K | — | — |
| 741 | Signature Equity Partners#741 · 4 sh | 4 | $1.2K | <0.01% | -50.0% |
| 742 | Basepoint Wealth#742 · 4 sh | 4 | $1.1K | <0.01% | 0.0% |
| 743 | Bogart Wealth#743 · 4 sh | 4 | $1.1K | 0.00% | -42.9% |
| 744 | True Wealth Design#744 · 4 sh | 4 | $1.1K | — | -77.8% |
| 745 | Bruce G. Allen Investments#745 · 4 sh | 4 | $1.1K | <0.01% | 0.0% |
| 746 | SouthState Bank#746 · 4 sh | 4 | $1.1K | 0.00% | +33.3% |
| 747 | Synergy Investment Management#747 · 3 sh | 3 | $1.0K | <0.01% | New |
| 748 | Capital Advisors, Ltd.#748 · 3 sh | 3 | $1.0K | <0.01% | 0.0% |
| 749 | Pacer Advisors#749 · 2 sh | 2 | $1.0K | 0.00% | New |
| 750 | American Capital Advisory#750 · 3 sh | 3 | $846.00 | <0.01% | -25.0% |
| 751 | 1015 Capital Partners#751 · 3 sh | 3 | $845.00 | <0.01% | -40.0% |
| 752 | NBT BANK N A#752 · 3 sh | 3 | $845.00 | — | -99.0% |
| 753 | ALERUS FINANCIAL NA#753 · 3 sh | 3 | $845.00 | 0.00% | 0.0% |
| 754 | SHP Wealth Management#754 · 3 sh | 3 | $737.00 | <0.01% | -50.0% |
| 755 | DecisionPoint Financial#755 · 2 sh | 2 | $587.00 | <0.01% | New |
| 756 | Seneschal Advisors#756 · 2 sh | 2 | $564.00 | <0.01% | 0.0% |
| 757 | SALEM INVESTMENT COUNSELORS#757 · 2 sh | 2 | $564.00 | — | New |
| 758 | Davis Capital Management#758 · 2 sh | 2 | $563.00 | — | New |
| 759 | Golden State Equity Partners#759 · 2 sh | 2 | $563.00 | <0.01% | 0.0% |
| 760 | Bare Financial Services#760 · 2 sh | 2 | $563.00 | <0.01% | New |
| 761 | Torren Management#761 · 1 sh | 1 | $283.00 | <0.01% | 0.0% |
| 762 | TrueNorth#762 · 1 sh | 1 | $282.00 | 0.00% | 0.0% |
| 763 | MARYLAND CAPITAL ADVISORS#763 · 1 sh | 1 | $282.00 | — | — |
| 764 | Rakuten Securities#764 · 1 sh | 1 | $282.00 | <0.01% | -50.0% |
| 765 | Downshift Financial#765 · 1 sh | 1 | $282.00 | — | New |
| 766 | AMERICAN NATIONAL BANK#766 · 1 sh | 1 | $281.00 | — | 0.0% |
| 767 | Darwin Wealth Management#767 · 0 sh | 0 | $214.00 | <0.01% | New |
| 768 | Halbert, Hargrove/Russell#768 · 1 sh | 1 | $155.00 | — | New |
| 769 | Activest Wealth Management#769 · 0 sh | 0 | $0.00 | — | New |
| 770 | Navigoe#770 · 1 sh | 1 | $0.00 | 0.00% | New |
| 771 | OGOREK ANTHONY JOSEPH /NY#771 · 0 sh | 0 | $0.00 | 0.00% | New |
| 772 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#772 · 121,799 sh | 121,799 | — | — | +3.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.