GATEWAY INVESTMENT ADVISERS LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1114618 CINCINNATI, OH

Position in LPLA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,856,552

+$1,248,876 QoQ

Shares Held

6,591

+226.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#312

of 761 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GATEWAY INVESTMENT ADVISERS LLC holds $117,535,364 across 13 Capital Markets names. LPLA ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	445,166	$93,057,500
2	HOOD	Robinhood Markets, Inc.	56,373	$5,653,084
3	GS	Goldman Sachs Group Inc	4,595	$4,647,245
4	EVR	Evercore Inc.	9,205	$3,142,955
5	JEF	Jefferies Financial Group Inc.	54,210	$2,709,415
6	LPLA	LPL Financial Holdings Inc. This page	6,591	$1,856,552
7	SF	Stifel Financial Corp	22,928	$1,599,686
8	IREN	IREN Ltd	34,515	$1,578,370

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,856,552	6,591	+226.3%	Shares	Sole	2026-07-20
2026-03-31	$607,676	2,020	-42.5%	Shares	Sole	2026-04-13
2025-12-31	$1,255,095	3,514	-0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,169,405	3,515	0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,318,019	3,515	+10.6%	Shares	Sole	2025-07-09
2025-03-31	$1,039,650	3,178	+10.7%	Shares	Sole	2025-04-11
2024-12-31	$937,410	2,871	-26.2%	Shares	Sole	2025-01-15
2024-09-30	$904,930	3,890	0.0%	Shares	Sole	2024-10-10
2024-06-30	$1,086,477	3,890	-23.4%	Shares	Sole	2024-07-12
2024-03-31	$1,341,871	5,079	+1.7%	Shares	Sole	2024-04-12
2023-12-31	$1,136,961	4,995	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,187,061	4,995	0.0%	Shares	Sole	2023-10-19
2023-06-30	$1,086,062	4,995	-51.6%	Shares	Sole	2023-07-14
2023-03-31	$2,089,577	10,324	-44.5%	Shares	Sole	2023-04-11
2022-12-31	$4,023,572	18,613	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.