Karl Kapital LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 2058849 SAN FRANCISCO, CA

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,387,094

+$973,959 QoQ

Shares Held

22,675

+26.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

3.80%

of 13F equity value

Holder Rank

#198

of 762 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Karl Kapital LLC holds $15,337,041 across 3 Capital Markets names. LPLA ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc. This page	22,675	$6,387,094
2	FUTU	Futu Holdings Ltd	54,843	$5,140,982
3	VIRT	Virtu Financial, Inc.	63,941	$3,808,965

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,387,094	22,675	+26.0%	Shares	Sole	2026-08-14
2026-03-31	$5,413,135	17,994	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.