Karl Kapital LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2058849 SAN FRANCISCO, CA

Position in LPLA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,413,135

New position

Shares Held

17,994

first reported quarter

Ownership

0.022%

of shares outstanding

% of Portfolio

3.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

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

Financial Services · as of Mar 31, 2026

Karl Kapital LLC holds $15,725,631 across 3 Capital Markets names. LPLA ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FUTU	Futu Holdings Ltd	47,947	$6,557,231
2	LPLA	LPL Financial Holdings Inc. This page	17,994	$5,413,135
3	BGC	BGC Group, Inc.	383,974	$3,755,265

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,413,135	17,994	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.