SIGNATUREFD, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1456048 ATLANTA, GA

Position in LPLA

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$367,313

-$98,079 QoQ

Shares Held

1,221

-6.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $20,674,425 across 36 Capital Markets names. LPLA ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,649	$5,624,987
2	MS	Morgan Stanley	29,515	$4,857,283
3	SCHW	Schwab Charles Corp	32,614	$3,065,063
4	SBET	Sharplink, Inc.	400,200	$2,581,290
5	NMR	Nomura Holdings Inc	122,257	$964,607
6	HOOD	Robinhood Markets, Inc.	9,568	$663,062
7	FUTU	Futu Holdings Ltd	3,070	$419,853
8	LPLA	LPL Financial Holdings Inc. This page	1,221	$367,313

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$367,313	1,221	-6.3%	Shares	Sole	2026-04-07
2025-12-31	$465,392	1,303	-6.8%	Shares	Sole	2026-01-20
2025-09-30	$465,100	1,398	-3.0%	Shares	Sole	2025-10-21
2025-06-30	$540,331	1,441	-7.2%	Shares	Sole	2025-07-16
2025-03-31	$508,048	1,553	+14.9%	Shares	Sole	2025-05-02
2024-12-31	$441,441	1,352	+3.1%	Shares	Sole	2025-02-10
2024-09-30	$304,977	1,311	-11.5%	Shares	Sole	2024-10-21
2024-06-30	$413,922	1,482	+5.9%	Shares	Sole	2024-07-29
2024-03-31	$369,880	1,400	+1.7%	Shares	Sole	2024-05-03
2023-12-31	$313,432	1,377	-22.2%	Shares	Sole	2024-02-01
2023-09-30	$420,402	1,769	+42.7%	Shares	Sole	2023-11-03
2023-06-30	$269,613	1,240	-10.1%	Shares	Sole	2023-08-01
2023-03-31	$279,109	1,379	+30.3%	Shares	Sole	2023-04-28
2022-12-31	$228,707	1,058	+0.8%	Shares	Sole	2023-01-30
2022-09-30	$229,404	1,050	-6.7%	Shares	Sole	2022-11-08
2022-06-30	$207,724	1,126	+109.7%	Shares	Sole	2022-08-10
2022-03-31	$98,099	537	+14.5%	Shares	Sole	2022-05-02
2021-12-31	$75,082	469	-9.6%	Shares	Sole	2022-01-25
2021-09-30	$81,358	519	+46.2%	Shares	Sole	2021-10-28
2021-06-30	$47,917	355	0.0%	Shares	Sole	2021-07-26
2021-03-31	$50,466	355	-12.3%	Shares	Sole	2021-04-30
2020-12-31	$42,209	405	+3.3%	Shares	Sole	2021-02-11
2020-09-30	$30,054	392	0.0%	Shares	Sole	2020-11-03
2020-06-30	$30,732	392	+113.0%	Shares	Sole	2020-07-30
2020-03-31	$10,015	184	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.