GAMMA Investing LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2010235 FOSTER CITY, CA

Position in LPLA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$241,963

-$10,433 QoQ

Shares Held

859

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#552

of 761 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GAMMA Investing LLC holds $32,857,365 across 42 Capital Markets names. LPLA ranks #14 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,612	$10,732,658
2	MS	Morgan Stanley	39,630	$8,284,255
3	SCHW	Schwab Charles Corp	55,827	$5,151,157
4	HOOD	Robinhood Markets, Inc.	19,825	$1,988,051
5	IBKR	Interactive Brokers Group, Inc.	14,396	$1,253,027
6	HLI	Houlihan Lokey, Inc.	8,140	$1,091,818
7	SF	Stifel Financial Corp	10,492	$732,026
8	EVR	Evercore Inc.	1,597	$545,279

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,963	859	+2.4%	Shares	Defined	2026-07-07
2026-03-31	$252,396	839	+7.6%	Shares	Defined	2026-04-06
2025-12-31	$278,592	780	+24.4%	Shares	Defined	2026-01-05
2025-09-30	$208,596	627	+1.0%	Shares	Defined	2025-10-02
2025-06-30	$232,856	621	+30.5%	Shares	Defined	2025-07-14
2025-03-31	$155,718	476	+33.3%	Shares	Defined	2025-04-15
2024-12-31	$116,564	357	+71.6%	Shares	Defined	2025-01-03
2024-09-30	$48,387	208	-3.7%	Shares	Defined	2024-10-07
2024-06-30	$60,328	216	+56.5%	Shares	Defined	2024-07-02
2024-03-31	$36,459	138	+10.4%	Shares	Defined	2024-04-05
2023-12-31	$28,452	125	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.