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Equibles

MML INVESTORS SERVICES, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 701059 SPRINGFIELD, MA
Back to LPLA Full portfolio

Position in LPLA

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$4,526,597
+$252,104 QoQ
Shares Held
16,070
+13.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in LPLA Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MML INVESTORS SERVICES, LLC holds $329,880,726 across 26 Capital Markets names. LPLA ranks #7 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 510,682 $106,752,965
2 GS
Goldman Sachs Group Inc
 94,585 $95,660,431
3 SCHW
Schwab Charles Corp
 621,646 $57,359,276
4 HOOD
Robinhood Markets, Inc.
 195,031 $19,557,708
5 MRX
Marex Group Ltd
 262,551 $16,002,483
6 IREN
IREN Ltd
 101,303 $4,632,586
7 LPLA
LPL Financial Holdings Inc.
This page 		16,070 $4,526,597
8 IBKR
Interactive Brokers Group, Inc.
 47,189 $4,107,330

All Filings in LPLA

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,526,597 16,070
2026-03-31 $4,274,493 14,209
2025-12-31 $6,733,011 18,851
2025-09-30 $6,171,066 18,549
2025-06-30 $7,775,752 20,737
2025-03-31 $6,576,168 20,102
2024-12-31 $5,523,243 16,916
2024-09-30 $3,533,417 15,189
2024-06-30 $4,631,073 16,581
2024-03-31 $4,769,602 18,053
2023-12-31 $4,223,716 18,556
2023-09-30 $5,189,325 21,836
2023-06-30 $4,369,908 20,098
2023-03-31 $3,550,703 17,543
2022-12-31 $5,419,165 25,069
2022-09-30 $4,704,311 21,532
2022-06-30 $3,010,713 16,320
2022-03-31 $1,008,393 5,520
2021-12-31 $683,904 4,272
2021-09-30 $696,171 4,441
2021-06-30 $711,479 5,271
2021-03-31 $556,982 3,918