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Fundamental Global shares owned by LPL Financial

Quarter-by-quarter ownership of Fundamental Global (FGNX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Fundamental Global

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All positions including Fundamental Global held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Global by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 11k 2.75

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYV)

View all positions for LPL Financial

Top funds holding Fundamental Global

Citadel Advisors
Vanguard Group
BlackRock
Geode Capital Management
Cable Car Capital
Everstar Asset Management
State Street Corporation
Wolverine Asset Management
United Capital Management of KS
XTX Topco
Northern Trust
OMERS Administration Corporation
GSA Capital Partners
Aristides Capital
Millennium Management

View all funds holding Fundamental Global