Aigen Investment Management, LP

Position in LPLA — LPL Financial Holdings Inc.

CIK 1741224 NEW YORK, NY

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,209,743

+$2,247,121 QoQ

Shares Held

11,395

+175.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#257

of 761 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aigen Investment Management, LP holds $6,423,638 across 4 Capital Markets names. LPLA ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	11,395	$3,209,743
2	IBKR	Interactive Brokers Group, Inc.	24,322	$2,116,986
3	GS	Goldman Sachs Group Inc	986	$997,210
4	TIGR	UP Fintech Holding Ltd	22,659	$99,699

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,209,743	11,395	+175.4%	Shares	Sole	2026-08-14
2024-09-30	$962,622	4,138	+124.8%	Shares	Sole	2024-11-05
2023-12-31	$419,048	1,841	-52.9%	Shares	Sole	2024-02-09
2022-12-31	$845,008	3,909	-29.5%	Shares	Sole	2023-02-10
2020-06-30	$434,414	5,541	+4.2%	Shares	Sole	2020-08-10
2020-03-31	$289,567	5,320	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.