Farther Finance Advisors, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in LPLA

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$762,002

+$536,271 QoQ

Shares Held

2,533

+300.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $30,786,325 across 46 Capital Markets names. LPLA ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,155	$9,437,018
2	SCHW	Schwab Charles Corp	72,937	$6,854,619
3	MS	Morgan Stanley	29,238	$4,811,697
4	HOOD	Robinhood Markets, Inc.	32,809	$2,273,663
5	IREN	IREN Ltd	65,115	$2,232,142
6	LPLA	LPL Financial Holdings Inc. This page	2,533	$762,002
7	IBKR	Interactive Brokers Group, Inc.	7,072	$474,319
8	TW	Tradeweb Markets Inc.	3,537	$416,163

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$762,002	2,533	+300.8%	Shares	Sole	2026-04-07
2025-12-31	$225,731	632	+20.8%	Shares	Sole	2026-01-23
2025-09-30	$173,996	523	+41.4%	Shares	Sole	2025-10-14
2025-06-30	$138,738	370	-3.1%	Shares	Sole	2025-07-11
2025-03-31	$124,967	382	-11.6%	Shares	Sole	2025-04-14
2024-12-31	$141,052	432	+5.1%	Shares	Sole	2025-02-10
2024-09-30	$95,610	411	-1.2%	Shares	Sole	2024-10-29
2024-06-30	$116,188	416	+170.1%	Shares	Sole	2024-07-31
2024-03-31	$40,686	154	+32.8%	Shares	Sole	2024-05-14
2023-12-31	$26,403	116	+103.5%	Shares	Sole	2024-02-15
2023-09-30	$13,546	57	+78.1%	Shares	Sole	2023-11-14
2023-06-30	$6,957	32	+540.0%	Shares	Sole	2024-05-14
2023-03-31	$1,012	5	+150.0%	Shares	Sole	2024-05-14
2022-12-31	$432	2	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.