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
2023 Q1 REDUCED 1,478 -1,446 -49.5% 0.06% $299K $199.72
2022 Q4 REDUCED 2,924 -485 -14.2% 0.13% $632K $213.03
2022 Q3 ADDED 3,409 +1,679 +97.1% 0.18% $745K $215.11
2021 Q4 REDUCED 1,730 -1,664 -49.0% 0.16% $277K $157.00
2021 Q3 REDUCED 3,394 -1,314 -27.9% 0.18% $532K $153.50
2021 Q2 INITIATED 4,708 0.21% $635K $131.95
% of Fund (quarterly)    LPLA price (monthly, adj. close)
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