LPLA — LPL FINL HLDGS INC

Ownership history in XTX Topco Ltd · 10 quarters on record

This page tracks every 13F SEC filing in which XTX Topco Ltd reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.21% (2021 Q2)

Avg. % of fund

0.13%

First filed

2021 Q2

Last filed

2025 Q3

Quarters held

10

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	3,047	-6,308	-67.4%	0.05%	$1.0M	$332.11
2025 Q1	ADDED	9,355	+6,995	+296.4%	0.16%	$3.1M	$326.04
2024 Q1	ADDED	2,360	+207	+9.6%	0.08%	$624K	$262.11
2023 Q4	ADDED	2,153	+675	+45.7%	0.11%	$490K	$225.57

% of Fund (quarterly) LPLA price (monthly, adj. close)

Other funds also holding LPLA

As of 2025 Q4 — sorted by position size

FAMILY WEALTH PARTNERS, LLC 13.13% LYNWOOD PRICE CAPITAL MANAGEMENT LP 12.17% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 11.19% Azora Capital LP 3Y 7Y 10.08% SurgoCap Partners LP 9.84% SAMLYN CAPITAL, LLC 3Y 7Y 8.99% Teca Partners, LP 3Y 8.46% FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3Y 7Y 7.59% Fremen Capital Management LP 6.23% Heron Bay Capital Management 3Y 5.71%

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