Envestnet Portfolio Solutions, Inc.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1998033 BERWYN, PA

Position in LPLA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$972,359

-$15,566 QoQ

Shares Held

3,452

+5.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#375

of 761 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. LPLA ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,422	$17,620,088
2	MS	Morgan Stanley	43,573	$9,108,499
3	SCHW	Schwab Charles Corp	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc.	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc. This page	3,452	$972,359
7	PIPR	Piper Sandler Companies	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$972,359	3,452	+5.1%	Shares	Sole	2026-07-20
2026-03-31	$987,925	3,284	-50.1%	Shares	Sole	2026-04-29
2025-12-31	$2,348,749	6,576	-12.5%	Shares	Sole	2026-02-06
2025-09-30	$2,500,830	7,517	-7.2%	Shares	Sole	2025-10-30
2025-06-30	$3,038,756	8,104	-1.4%	Shares	Sole	2025-07-25
2025-03-31	$2,687,455	8,215	-30.4%	Shares	Sole	2025-04-21
2024-12-31	$3,853,471	11,802	-4.9%	Shares	Sole	2025-02-10
2024-09-30	$2,886,705	12,409	-14.5%	Shares	Sole	2024-10-31
2024-06-30	$4,052,643	14,510	-6.1%	Shares	Sole	2024-07-16
2024-03-31	$4,082,418	15,452	-1.1%	Shares	Sole	2024-05-06
2023-12-31	$3,555,196	15,619	-19.2%	Shares	Sole	2024-02-07
2023-09-30	$4,592,110	19,323	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.