TD Asset Management Inc

Position in LPLA — LPL Financial Holdings Inc.

CIK 1056053 Toronto, A6

Position in LPLA

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$129,959,828

-$36,740,002 QoQ

Shares Held

461,374

-16.7% QoQ

Ownership

0.586%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#43

of 761 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TD Asset Management Inc holds $1,606,707,582 across 18 Capital Markets names. LPLA ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,073,338	$433,410,575
2	GS	Goldman Sachs Group Inc	315,620	$319,208,599
3	IBKR	Interactive Brokers Group, Inc.	3,651,927	$317,863,726
4	EVR	Evercore Inc.	609,109	$207,974,176
5	LPLA	LPL Financial Holdings Inc. This page	461,374	$129,959,828
6	SCHW	Schwab Charles Corp	695,595	$64,182,550
7	HOOD	Robinhood Markets, Inc.	576,563	$57,817,737
8	TW	Tradeweb Markets Inc.	396,224	$39,487,683

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,959,828	461,374	-16.7%	Shares	Sole	2026-08-04
2026-03-31	$166,699,830	554,133	-12.5%	Shares	Sole	2026-05-11
2025-12-31	$226,157,186	633,192	-8.5%	Shares	Sole	2026-02-10
2025-09-30	$230,122,337	691,702	+5.9%	Shares	Sole	2025-11-10
2025-06-30	$244,945,026	653,239	-4.2%	Shares	Sole	2025-07-28
2025-03-31	$223,071,857	681,885	-18.9%	Shares	Sole	2025-05-07
2024-12-31	$274,666,415	841,219	-7.2%	Shares	Sole	2025-02-11
2024-09-30	$210,905,381	906,613	+2.9%	Shares	Sole	2024-11-01
2024-06-30	$246,112,177	881,175	-20.2%	Shares	Sole	2024-08-02
2024-03-31	$291,585,651	1,103,655	+33.2%	Shares	Sole	2024-05-08
2023-12-31	$188,553,351	828,369	+286.0%	Shares	Defined	2024-02-12
2023-09-30	$50,994,223	214,577	+2.3%	Shares	Sole	2023-10-27
2023-06-30	$45,595,505	209,702	+18.1%	Shares	Sole	2023-08-09
2023-03-31	$35,952,919	177,633	-1.7%	Shares	Sole	2023-05-10
2022-12-31	$39,044,409	180,619	-33.4%	Shares	Sole	2023-02-07
2022-09-30	$59,254,616	271,213	-12.0%	Shares	Sole	2022-11-07
2022-06-30	$56,845,482	308,139	+3.6%	Shares	Sole	2022-08-04
2022-03-31	$54,346,203	297,494	-19.0%	Shares	Sole	2022-05-10
2021-12-31	$58,828,272	367,470	-5.5%	Shares	Sole	2022-02-10
2021-09-30	$60,948,915	388,804	-0.4%	Shares	Sole	2021-11-09
2021-06-30	$52,703,615	390,455	+5.1%	Shares	Sole	2021-08-11
2021-03-31	$52,796,518	371,388	-36.6%	Shares	Sole	2021-05-14
2020-12-31	$61,051,763	585,797	+117.7%	Shares	Sole	2021-02-16
2020-09-30	$20,629,673	269,071	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.