Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,144,914
+$6,974,850 QoQ
Shares Held
43,116
+150.9% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#142
of 761 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026XTX Topco Ltd holds $164,381,950 across 59 Capital Markets names. LPLA ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,035 | $20,262,797 | |
| 2 | TW |
Tradeweb Markets Inc.
|
141,211 | $14,073,088 | |
| 3 | SF |
Stifel Financial Corp
|
176,354 | $12,304,218 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
43,116 | $12,144,914 | |
| 5 | MS |
Morgan Stanley
|
52,926 | $11,063,651 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
123,208 | $10,724,024 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
49,468 | $6,635,142 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
170,856 | $6,349,008 |
All Filings in LPLA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,144,914 | 43,116 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||