LPL Financial »

Strategy shares owned by LPL Financial

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Strategy by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 191k 26.74
2025-06-30 $3.1M 124k 25.40
2025-03-31 $1.1M 43k 24.89

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Creative Financial Designs
Bare Financial Services
Atria Investments
OneAscent Wealth Management
Change Path
O'Connor Financial Group
LPL Financial
Wealth Enhancement Advisory Services
LVZ Advisors
PAX Financial Group
ValMark Advisers
Strategic Equity Management
Cambridge Investment Research Advisors

View all funds holding Strategy