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Lpl Financial Holdings shares owned by Matrix Trust

Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Matrix Trust from 13F filings

Historical chart of Matrix Trust investment in Lpl Financial Holdings

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All positions including Lpl Financial Holdings held by Matrix Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Matrix Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $630k 2.1k 301.00

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr S&p 500 Index (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Matrix Trust

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Dodge & Cox
Massachusetts Financial Services
Capital World Investors
Robeco Investment Management
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Samlyn Capital
Geode Capital Management
Barrow, Hanley, Mewhinney & Strauss
Alliancebernstein

View all funds holding Lpl Financial Holdings