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Lpl Financial Holdings shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in Lpl Financial Holdings

Tip: Access up to 7 years of quarterly data

All positions including Lpl Financial Holdings held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lpl Financial Holdings by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $424k 1.1k 369.99

More positions owned by Summit Investment Advisors

Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)

View all positions for Summit Investment Advisors

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