Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,170,064
+$4,156,358 QoQ
Shares Held
17,186
+464.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026XTX Topco Ltd holds $91,854,222 across 55 Capital Markets names. LPLA ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22,314 | $18,877,420 | |
| 2 | EVR |
Evercore Inc.
|
32,349 | $9,656,499 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
95,259 | $6,601,448 | |
| 4 | SF |
Stifel Financial Corp
|
80,019 | $5,915,004 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
17,186 | $5,170,064 | |
| 6 | MS |
Morgan Stanley
|
21,755 | $3,580,220 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
51,059 | $3,424,527 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
82,219 | $3,393,178 |
All Filings in LPLA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,170,064 | 17,186 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,013,706 | 3,047 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $3,060,394 | 9,355 | Shares | Defined | 2025-05-08 | |
| 2024-03-31 | $623,512 | 2,360 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $490,065 | 2,153 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $299,147 | 1,478 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $632,081 | 2,924 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $744,798 | 3,409 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $276,955 | 1,730 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $532,043 | 3,394 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $635,485 | 4,708 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||