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 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 $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return