Metis Global Partners, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1594916 San Diego, CA

Position in LPLA

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

Position Value

$230,435

-$62,087 QoQ

Shares Held

766

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Metis Global Partners, LLC holds $31,734,191 across 5 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,076	$12,213,304
2	MS	Morgan Stanley	48,640	$10,167,705
3	SCHW	Schwab Charles Corp	63,624	$5,870,586
4	HOOD	Robinhood Markets, Inc.	25,497	$2,556,839
5	IBKR	Interactive Brokers Group, Inc.	10,636	$925,757

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$230,435	766	-6.5%	Shares	Sole	2026-05-07
2025-12-31	$292,522	819	-9.1%	Shares	Sole	2026-02-11
2025-09-30	$299,753	901	-6.0%	Shares	Sole	2025-11-06
2025-06-30	$359,596	959	-26.9%	Shares	Sole	2025-08-06
2025-03-31	$429,207	1,312	+29.3%	Shares	Sole	2025-05-07
2024-12-31	$331,407	1,015	+7.4%	Shares	Sole	2025-02-05
2024-09-30	$219,835	945	+5.1%	Shares	Sole	2024-11-06
2024-06-30	$251,090	899	-6.5%	Shares	Sole	2024-08-06
2024-03-31	$254,160	962	-53.3%	Shares	Sole	2024-05-06
2023-12-31	$469,352	2,062	-6.4%	Shares	Sole	2024-02-06
2023-09-30	$523,305	2,202	+5.6%	Shares	Sole	2023-11-07
2023-06-30	$453,341	2,085	+1.3%	Shares	Sole	2023-08-07
2023-03-31	$416,741	2,059	+44.8%	Shares	Sole	2023-05-08
2022-12-31	$307,393	1,422	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.