Virtus Investment Advisers, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 19481
HARTFORD, CT
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,563,714
-$423,579 QoQ
Shares Held
5,198
-6.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,563,714 | 5,198 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,987,293 | 5,564 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,582,273 | 4,756 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||