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SIMPLEX TRADING, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1488542 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$151,825
-$773,959 QoQ
Shares Held
539
-79.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#589
of 761 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

SIMPLEX TRADING, LLC holds $41,008,190 across 31 Capital Markets names. LPLA ranks #19 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LPLA

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $151,825 539
2025-12-31 $925,784 2,592
2025-09-30 $16,634 50
2025-03-31 $122,677 375
2024-09-30 $2,760,620 11,867
2023-06-30 $113,498 522
2023-03-31 $1,373,891 6,788
2022-12-31 $210,333 973
2022-09-30 $317,888 1,455
2022-06-30 $620,775 3,365
2022-03-31 $242,964 1,330
2021-12-31 $457,857 2,860
2020-03-31 $190,831 3,506