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Lpl Financial Holdings shares owned by Optimize Financial

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

Historical chart of Optimize Financial investment in Lpl Financial Holdings

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Quarterly reported holdings in Lpl Financial Holdings by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 1.4k 332.69

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KLA-Tencor Corporation (KLAC)
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View all positions for Optimize Financial

Top funds holding Lpl Financial Holdings

Vanguard Group
BlackRock
Robeco Investment Management
Dodge & Cox
Massachusetts Financial Services
Henderson Group
Capital World Investors
Kayne Anderson Rudnick Investment Management
Lone Pine Capital
Principal Financial Group
State Street Corporation
WCM Investment Management
Geode Capital Management
Morgan Stanley
Samlyn Capital

View all funds holding Lpl Financial Holdings