Universal- Beteiligungs- und Servicegesellschaft mbH

Position in LPLA — LPL Financial Holdings Inc.

CIK 2057170 FRANKFURT AM MAIN, 2M

Position in LPLA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$12,270,544

-$1,350,737 QoQ

Shares Held

43,562

-3.8% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#142

of 763 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 77% Shared 23% None 0%

Financial Services · as of Jun 30, 2026

Universal- Beteiligungs- und Servicegesellschaft mbH holds $716,414,704 across 30 Capital Markets names. LPLA ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,122,424	$234,631,512
2	GS	Goldman Sachs Group Inc	180,956	$183,013,469
3	SCHW	Schwab Charles Corp	1,311,293	$120,993,005
4	HOOD	Robinhood Markets, Inc.	493,096	$49,447,666
5	WULF	Terawulf Inc.	754,419	$18,634,149
6	IBKR	Interactive Brokers Group, Inc.	198,689	$17,293,890
7	HUT	Hut 8 Corp.	120,460	$13,906,504
8	LPLA	LPL Financial Holdings Inc. This page	43,562	$12,270,544

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,270,544	43,562	-3.8%	Shares	Defined	2026-08-06
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.