ROYAL LONDON ASSET MANAGEMENT LTD

Position in LPLA — LPL Financial Holdings Inc.

CIK 863748 UNITED KINGDOM, X0

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,945,832

-$1,597,588 QoQ

Shares Held

63,710

-1.9% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $577,955,781 across 11 Capital Markets names. LPLA ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	249,777	$252,616,964
2	MS	Morgan Stanley	631,430	$131,994,127
3	SCHW	Schwab Charles Corp	1,311,331	$120,996,511
4	HOOD	Robinhood Markets, Inc.	410,230	$41,137,864
5	LPLA	LPL Financial Holdings Inc. This page	63,710	$17,945,832
6	XP	XP Inc.	385,600	$6,269,856
7	IBKR	Interactive Brokers Group, Inc.	47,704	$4,152,156
8	IREN	IREN Ltd	34,115	$1,560,078

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,945,832	63,710	-1.9%	Shares	Sole	2026-08-13
2026-03-31	$19,543,420	64,965	+0.1%	Shares	Sole	2026-05-01
2025-12-31	$23,188,547	64,923	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$21,645,809	65,063	+22.9%	Shares	Sole	2025-11-13
2025-06-30	$19,848,661	52,934	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$17,221,631	52,643	+3.1%	Shares	Sole	2025-05-13
2024-12-31	$16,674,212	51,068	-0.9%	Shares	Sole	2025-02-11
2024-09-30	$11,990,215	51,542	+6.2%	Shares	Sole	2024-11-14
2024-06-30	$13,558,339	48,544	-1.1%	Shares	Sole	2024-08-07
2024-03-31	$12,962,444	49,063	-2.6%	Shares	Sole	2024-05-14
2023-12-31	$11,462,943	50,360	-4.5%	Shares	Sole	2024-03-01
2023-09-30	$12,531,522	52,731	+20.1%	Shares	Sole	2023-11-14
2023-06-30	$9,544,089	43,895	+124.1%	Shares	Sole	2023-08-11
2023-03-31	$3,964,408	19,587	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.