ROYAL LONDON ASSET MANAGEMENT LTD

Position in LPLA — LPL Financial Holdings Inc.

CIK 863748 UNITED KINGDOM, X0

Position in LPLA

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$19,543,420

-$3,645,127 QoQ

Shares Held

64,965

+0.1% QoQ

Ownership

0.081%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

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

Financial Services · as of Mar 31, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $506,738,367 across 10 Capital Markets names. LPLA ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	254,681	$215,457,579
2	SCHW	Schwab Charles Corp	1,333,901	$125,360,015
3	MS	Morgan Stanley	652,909	$107,449,234
4	HOOD	Robinhood Markets, Inc.	412,601	$28,593,249
5	LPLA	LPL Financial Holdings Inc. This page	64,965	$19,543,420
6	XP	XP Inc.	388,600	$7,398,944
7	IBKR	Interactive Brokers Group, Inc.	22,659	$1,519,739
8	TW	Tradeweb Markets Inc.	5,135	$604,184

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.