HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

Pension

Position in LPLA — LPL Financial Holdings Inc.

CIK 1535845 TORONTO, A6

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,590,880

+$10,412,380 QoQ

Shares Held

66,000

+164.0% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#119

of 761 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds $2,071,275,937 across 28 Capital Markets names. LPLA ranks #15 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	717,562	$725,720,679
2	MS	Morgan Stanley	1,876,903	$392,347,803
3	SCHW	Schwab Charles Corp	1,762,006	$162,580,293
4	IREN	IREN Ltd	3,045,900	$139,289,007
5	IBKR	Interactive Brokers Group, Inc.	1,001,651	$87,183,703
6	HOOD	Robinhood Markets, Inc.	846,465	$84,883,510
7	RIOT	Riot Platforms, Inc.	2,748,003	$75,240,322
8	MRX	Marex Group Ltd	1,043,286	$63,588,281

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,590,880	66,000	+164.0%	Shares	Sole	2026-08-13
2025-03-31	$8,178,500	25,000	+505.9%	Shares	Sole	2025-05-14
2024-12-31	$1,347,180	4,126	-75.0%	Shares	Sole	2025-02-14
2023-06-30	$3,587,595	16,500	+101.3%	Shares	Sole	2023-08-11
2023-03-31	$1,658,870	8,196	-87.9%	Shares	Sole	2023-05-12
2022-12-31	$14,652,002	67,780	+160.7%	Shares	Sole	2023-02-13
2022-09-30	$5,680,261	25,999	+300.0%	Shares	Sole	2022-11-14
2022-06-30	$1,199,120	6,500	-71.7%	Shares	Sole	2022-08-11
2022-03-31	$4,201,640	23,000	+14.1%	Shares	Sole	2022-05-12
2021-06-30	$2,719,712	20,149	-45.6%	Shares	Sole	2021-08-12
2020-09-30	$2,841,006	37,055	+117.3%	Shares	Sole	2021-03-01
2020-06-30	$1,337,112	17,055	0.0%	Shares	Sole	2021-03-01
2020-03-31	$928,303	17,055	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.