Universal- Beteiligungs- und Servicegesellschaft mbH

Position in LPLA — LPL Financial Holdings Inc.

CIK 2057170 FRANKFURT AM MAIN, 2M

Position in LPLA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$13,621,281

-$1,588,803 QoQ

Shares Held

45,279

+6.3% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 78.02513306389275.ToString("F0")% Shared 21.974866936107247.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $596,280,930 across 29 Capital Markets names. LPLA ranks #6 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,122,601	$184,746,446
2	GS	Goldman Sachs Group Inc	182,938	$154,763,718
3	SCHW	Schwab Charles Corp	1,265,779	$118,957,910
4	IBKR	Interactive Brokers Group, Inc.	337,737	$22,652,020
5	HOOD	Robinhood Markets, Inc.	277,127	$19,204,901
6	LPLA	LPL Financial Holdings Inc. This page	45,279	$13,621,281
7	WULF	Terawulf Inc.	730,779	$10,545,140
8	SF	Stifel Financial Corp	128,852	$9,524,739

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,621,281	45,279	+6.3%	Shares	Defined	2026-05-11
2025-12-31	$15,210,084	42,585	+2.0%	Shares	Defined	2026-01-28
2025-09-30	$13,896,128	41,769	+84.7%	Shares	Defined	2025-10-30
2025-06-30	$8,481,446	22,619	+2.8%	Shares	Defined	2025-08-11
2025-03-31	$7,196,425	21,998	+5.3%	Shares	Defined	2025-05-06
2024-12-31	$6,821,446	20,892	—	Shares	Defined	2025-02-28
No filing history on record for this holder in this stock.