OSAIC HOLDINGS, INC.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,320,519

+$365,579 QoQ

Shares Held

14,362

+29.7% QoQ

Ownership

0.018%

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 27.42654226430859.ToString("F0")% Shared 0.ToString("F0")% None 72.5734577356914.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $280,193,924 across 63 Capital Markets names. LPLA ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	160,131	$135,469,223
2	SCHW	Schwab Charles Corp	452,976	$42,570,682
3	MS	Morgan Stanley	232,534	$38,268,117
4	HOOD	Robinhood Markets, Inc.	241,786	$16,755,768
5	IBKR	Interactive Brokers Group, Inc.	215,910	$14,481,081
6	PJT	PJT Partners Inc.	79,015	$11,039,974
7	LPLA	LPL Financial Holdings Inc. This page	14,362	$4,320,519
8	HLI	Houlihan Lokey, Inc.	26,551	$3,813,254

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,320,519	14,362	+29.7%	Shares	Defined	2026-05-15
2025-12-31	$3,954,940	11,073	-14.2%	Shares	Sole	2026-02-17
2025-09-30	$4,295,026	12,910	-1.3%	Shares	Defined	2025-11-14
2025-06-30	$4,906,106	13,084	+25.7%	Shares	Defined	2025-09-04
2025-03-31	$3,405,853	10,411	+48.6%	Shares	Defined	2025-05-12
2024-12-31	$2,288,180	7,008	-22.8%	Shares	Defined	2025-06-06
2024-09-30	$2,112,277	9,080	-8.7%	Shares	Defined	2024-11-13
2024-06-30	$2,777,357	9,944	+10.2%	Shares	Defined	2024-08-13
2024-03-31	$2,384,139	9,024	-75.4%	Shares	Defined	2024-05-10
2023-12-31	$8,345,456	36,664	-37.3%	Shares	Defined	2024-02-12
2023-09-30	$13,893,728	58,463	+34.9%	Shares	Defined	2023-11-13
2023-06-30	$9,426,020	43,352	-4.0%	Shares	Defined	2023-08-21
2023-03-31	$9,136,131	45,139	-12.2%	Shares	Sole	2023-05-12
2022-12-31	$11,119,779	51,440	-5.3%	Shares	Defined	2023-02-10
2022-09-30	$11,864,335	54,304	+23.3%	Shares	Defined	2022-11-14
2022-06-30	$8,127,631	44,057	+50.7%	Shares	Defined	2022-08-10
2022-03-31	$5,339,916	29,231	-2.4%	Shares	Defined	2022-05-04
2021-12-31	$4,795,172	29,953	+5.1%	Shares	Defined	2022-02-03
2021-09-30	$4,468,440	28,505	+3.4%	Shares	Defined	2021-11-05
2021-06-30	$3,722,610	27,579	+14.5%	Shares	Defined	2021-08-02
2021-03-31	$3,423,352	24,081	+189.4%	Shares	Defined	2021-05-13
2020-12-31	$867,315	8,322	-2.3%	Shares	Defined	2021-02-10
2020-09-30	$653,376	8,522	-8.6%	Shares	Defined	2020-11-12
2020-06-30	$730,606	9,319	-30.4%	Shares	Defined	2020-08-14
2020-03-31	$728,377	13,382	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.