V-Square Quantitative Management LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1943239 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$400,830

+$11,857 QoQ

Shares Held

1,423

+10.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#478

of 761 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Financial Services · as of Jun 30, 2026

V-Square Quantitative Management LLC holds $11,896,128 across 12 Capital Markets names. LPLA ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	22,997	$4,807,292
2	GS	Goldman Sachs Group Inc	2,809	$2,840,938
3	SCHW	Schwab Charles Corp	29,685	$2,739,034
4	HOOD	Robinhood Markets, Inc.	4,423	$443,538
5	IBKR	Interactive Brokers Group, Inc.	4,827	$420,142
6	LPLA	LPL Financial Holdings Inc. This page	1,423	$400,830
7	LAZ	Lazard, Inc.	1,282	$53,767
8	HUT	Hut 8 Corp.	406	$46,870

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,830	1,423	+10.1%	Shares	Sole	2026-07-27
2026-03-31	$388,973	1,293	+16.0%	Shares	Sole	2026-04-27
2025-12-31	$398,244	1,115	+15.2%	Shares	Sole	2026-01-22
2025-06-30	$362,970	968	+1.3%	Shares	Sole	2025-07-17
2025-03-31	$312,745	956	+9.3%	Shares	Sole	2025-05-13
2024-12-31	$285,696	875	+0.8%	Shares	Sole	2025-01-30
2024-09-30	$201,922	868	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$241,594	865	+0.2%	Shares	Sole	2024-07-16
2024-03-31	$228,004	863	0.0%	Shares	Sole	2024-04-24
2023-12-31	$196,436	863	+65.3%	Shares	Sole	2024-02-21
2023-09-30	$124,053	522	+9.9%	Shares	Sole	2023-11-13
2023-06-30	$103,279	475	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.