XTX Topco’s LPL Financial LPLA Stock Holding History

XTX Topco’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Buy	43,116 +25,930	+151%	+$7.78M	0.16%	76
2026 Q1	$5.17M	Buy	+17,186	New	+$5.77M	0.09%	271
2025 Q4	–	Sell	-3,047	Closed	-$1.01M	–	3588
2025 Q3	$1.01M	Buy	+3,047	New	+$1.1M	0.05%	564
2025 Q2	–	Sell	-9,355	Closed	-$3.06M	–	2830
2025 Q1	$3.06M	Buy	+9,355	New	+$3.26M	0.16%	116
2024 Q2	–	Sell	-2,360	Closed	-$624K	–	2201
2024 Q1	$624K	Buy	2,360 +207	+10%	+$52.2K	0.08%	358
2023 Q4	$490K	Buy	+2,153	New	+$484K	0.11%	275
2023 Q2	–	Sell	-1,478	Closed	-$299K	–	1640
2023 Q1	$299K	Sell	1,478 -1,446	-49%	-$331K	0.06%	652
2022 Q4	$632K	Sell	2,924 -485	-14%	-$113K	0.13%	203
2022 Q3	$745K	Buy	+3,409	New	+$725K	0.18%	100
2022 Q1	–	Sell	-1,730	Closed	-$277K	–	837
2021 Q4	$277K	Sell	1,730 -1,664	-49%	-$275K	0.16%	231
2021 Q3	$532K	Sell	3,394 -1,314	-28%	-$189K	0.18%	173
2021 Q2	$635K	Buy	+4,708	New	+$685K	0.21%	114

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

XTX Topco's LPLA Position: Q2 2026 in Review

XTX Topco increased its LPL Financial (LPLA) stake by 151% in Q2 2026, buying an estimated $7.78M and bringing the position to 43,116 shares worth $12.1M. The position accounts for 0.16% of the portfolio, ranked #76.

XTX Topco first reported a position in LPLA in Q2 2021 and has held it in 12 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

XTX Topco held 43,116 shares of LPL Financial worth $12.1M as of Q2 2026.
XTX Topco bought 25,930 LPL Financial shares in Q2 2026, an estimated $7.78M.
LPL Financial made up 0.16% of XTX Topco's portfolio in Q2 2026, its #76 holding.
XTX Topco first reported a position in LPL Financial in Q2 2021 and has held it in 12 quarters since.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.