LPLA β€” LPL FINL HLDGS INC

Ownership history in Pacer Advisors, Inc.  Β·  8 quarters on record

AI Ownership Summary

Pacer Advisors, Inc. reported LPL FINL HLDGS INC (LPLA) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows LPLA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LPLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pacer Advisors, Inc.'s position in LPL FINL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LPLA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pacer Advisors, Inc. held LPLA β€” position size vs. price
% of Fund (quarterly)    LPLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2 β€” 0% 0.00% $665 2025-10-15 $328.67
2025 Q2 UNCHANGED 2 β€” 0% 0.00% $750 2025-08-12 $372.44
2025 Q1 UNCHANGED 2 β€” 0% 0.00% $654 2025-05-06 $330.00
2024 Q4 UNCHANGED 2 β€” 0% 0.00% $653 2025-01-22 $355.25
2024 Q3 REDUCED 2 -15,012 -100.0% 0.00% $465 2024-11-12 $315.57
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Pacer Advisors, Inc. and LPLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pacer Advisors, Inc. reported owning LPLA?

Pacer Advisors, Inc. reported LPLA across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported LPLA position in Pacer Advisors, Inc.'s portfolio?

The largest reported portfolio weight for LPLA was 0.00% in 2025 Q2.

What is the latest reported LPLA position on this page?

The most recent filing on this page is 2025 Q3, when Pacer Advisors, Inc. reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $665.

What does the chart on this LPLA ownership page compare?

The chart compares Pacer Advisors, Inc.'s quarterly LPLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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