MML INVESTORS SERVICES, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 701059
SPRINGFIELD, MA
Position in LPLA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$4,274,493
-$2,458,518 QoQ
Shares Held
14,209
-24.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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 Mar 31, 2026MML INVESTORS SERVICES, LLC holds $233,720,852 across 25 Capital Markets names. LPLA ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
436,384 | $71,815,714 | |
| 2 | GS |
Goldman Sachs Group Inc
|
81,915 | $69,299,270 | |
| 3 | SCHW |
Schwab Charles Corp
|
575,017 | $54,040,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
156,360 | $10,835,748 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
14,209 | $4,274,493 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
62,039 | $4,160,955 | |
| 7 | SF |
Stifel Financial Corp
|
41,216 | $3,046,686 | |
| 8 | PIPR |
Piper Sandler Companies
|
31,565 | $2,416,300 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,274,493 | 14,209 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $6,733,011 | 18,851 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,171,066 | 18,549 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,775,752 | 20,737 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,576,168 | 20,102 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,523,243 | 16,916 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,533,417 | 15,189 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $4,631,073 | 16,581 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,769,602 | 18,053 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,223,716 | 18,556 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,189,325 | 21,836 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,369,908 | 20,098 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,550,703 | 17,543 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,419,165 | 25,069 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,704,311 | 21,532 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,010,713 | 16,320 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,008,393 | 5,520 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $683,904 | 4,272 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $696,171 | 4,441 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $711,479 | 5,271 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $556,982 | 3,918 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||