LPL Financial Holdings Inc.
US ˙ NasdaqGS ˙ US50212V1008

SecurityLPLA / LPL Financial Holdings Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership376 shares
Latest Disclosed Value $ 113,112
IFP Advisors, Inc reports 1.08% increase in ownership of LPLA / LPL Financial Holdings Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 376 shares of LPL Financial Holdings Inc. (US:LPLA) valued at $113,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 372 shares of LPL Financial Holdings Inc.. This represents a change in shares of 1.08% during the quarter. The current value of the position is $106,284 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F LPL FINL HLDGS cs 50212V100 376 4 1.08 113 -14.39 0.0023
2026-02-06 2025-12-31 13F LPL FINL HLDGS cs 50212V100 372 -532 -58.85 133 -56.00 0.0030
2026-02-06 2025-09-30 13F/A-1 LPL FINL HLDGS cs 50212V100 904 185 25.73 301 -17.36 0.0078
2025-12-02 2025-09-30 13F LPL FINL HLDGS cs 50212V100 694 -25 371 0.0096
2025-07-24 2025-06-30 13F LPL FINL HLDGS cs 50212V100 719 490 213.97 363 390.54 0.0103
2025-05-05 2025-03-31 13F LPL FINL HLDGS cs 50212V100 229 73 46.79 75 48.00 0.0023
2025-02-04 2024-12-31 13F LPL FINL HLDGS cs 50212V100 156 -127 -44.88 51 -23.08 0.0017
2025-02-04 2024-09-30 13F LPL FINL HLDGS cs 50212V100 283 -70 -19.83 66 -33.67 0.0024
2024-07-30 2024-06-30 13F LPL FINL HLDGS cs 50212V100 353 22 6.65 99 12.64 0.0039
2024-07-30 2024-03-31 13F LPL FINL HLDGS cs 50212V100 331 9 2.80 87 19.18 0.0038
2024-01-09 2023-12-31 13F LPL FINL HLDGS cs 50212V100 322 -473 -59.50 73 -61.17 0.0035
2023-10-12 2023-09-30 13F LPL FINL HLDGS cs 50212V100 795 -18 -2.21 189 6.82 0.0085
2023-08-14 2023-06-30 13F/A-1 LPL FINL HLDGS cs 50212V100 813 -664 -44.96 177 70.87 0.0074
2023-08-04 2023-06-30 13F LPL FINL HLDGS cs 50212V100 813 -664 57 0.0026
2023-04-18 2023-03-31 13F LPL FINL HLDGS cs 50212V100 1,477 65 4.60 103 0.0045
2023-02-07 2022-12-31 13F LPL FINL HLDGS cs 50212V100 1,412 -181 -11.36 0 -100.00 0.0034
2022-11-08 2022-09-30 13F LPL FINL HLDGS cs 50212V100 1,593 532 50.14 142 35.24 0.0037
2022-09-06 2022-06-30 13F/A-1 LPL FINL HLDGS cs 50212V100 1,061 0 0.00 105 0.00 0.0034
2022-09-06 2022-03-31 13F/A-1 LPL FINL HLDGS cs 50212V100 1,061 508 91.86 105 17.98 0.0034
2022-08-08 2022-03-31 13F LPL FINL HLDGS INC COM Stock 50212V100 563 10 41 0.0008
2022-01-12 2021-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 553 7 1.28 89 3.49 0.0017
2021-10-06 2021-09-30 13F LPL FINL HLDGS INC COM Stock 50212V100 546 -100 -15.48 86 -1.15 0.0017
2021-07-13 2021-06-30 13F LPL FINL HLDGS INC COM Stock 50212V100 646 100 18.32 87 12.99 0.0018
2021-04-30 2021-03-31 13F LPL FINL HLDGS INC COM Stock 50212V100 546 -294 -35.00 77 -11.49 0.0015
2021-01-25 2020-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 840 -100 -10.64 87 19.18 0.0035
2020-10-29 2020-09-30 13F LPL FINL HLDGS INC COM Stock 50212V100 940 -796 -45.85 73 -45.93 0.0044
2020-08-05 2020-06-30 13F LPL FINL HLDGS INC COM Stock 50212V100 1,736 -429 -19.82 135 10.66 0.0107
2020-05-12 2020-03-31 13F LPL FINL HLDGS INC COM Stock 50212V100 2,165 1,072 98.08 122 22.00 0.0123
2020-01-17 2019-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 1,093 336 44.39 100 66.67 0.0075
2019-11-07 2019-09-30 13F LPL FINL HLDGS INC COM Stock 50212V100 757 668 750.56 60 1,100.00 0.0040
2019-05-15 2019-03-31 13F LPL FINANCIAL HOLDINGSINC Stock 50212V100 89 -148 -62.45 5 -64.29 0.0007
2019-06-03 2018-12-31 13F/A-10 LPL FINL HLDGS INC COM Stock 50212V100 237 -572 -70.70 14 -73.08 0.0009
2019-01-23 2018-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 237 -572 14 0.0009
2019-06-03 2018-09-30 13F/A-9 LPL FINL HLDGS INC COM Stock 50212V100 809 -168 -17.20 52 -18.75 0.0021
2018-10-25 2018-09-30 13F LPL FINL HLDGS INC COM Stock 50212V100 809 -168 52 0.0021
2019-06-03 2018-06-30 13F/A-8 LPL FINL HLDGS INC COM Stock 50212V100 977 -217 -18.17 64 -5.88 0.0027
2018-08-07 2018-06-30 13F LPL FINL HLDGS INC COM Stock 50212V100 977 142 64
2019-06-03 2018-03-31 13F/A-7 LPL FINL HLDGS INC COM Stock 50212V100 1,194 0 0.00 68 0.00 0.0031
2018-05-09 2018-03-31 13F LPL FINL HLDGS INC COM Stock 50212V100 835 -359 51
2019-06-03 2017-12-31 13F/A-6 LPL FINL HLDGS INC COM Stock 50212V100 1,194 -338 -22.06 68 -13.92 0.0031
2018-01-24 2017-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 1,194 -338 68
2017-10-30 2017-09-30 13F LPL FINL HLDGS INC COM Stock 50212V100 1,532 3 0.20 79 21.54 0.0031
2019-06-03 2017-06-30 13F/A-5 LPL FINL HLDGS INC COM Stock 50212V100 1,529 -732 -32.38 65 -27.78 0.0028
2017-07-31 2017-06-30 13F LPL FINL HLDGS INC COM Stock 50212V100 1,529 -732 65
2019-06-03 2017-03-31 13F/A-4 LPL FINL HLDGS INC COM Stock 50212V100 2,261 3 0.13 90 13.92 0.0039
2017-04-26 2017-03-31 13F LPL FINL HLDGS INC COM Stock 50212V100 2,261 3 90
2019-06-03 2016-12-31 13F/A-3 LPL FINL HLDGS INC COM Stock 50212V100 2,258 93 4.30 79 21.54 0.0038
2017-02-14 2016-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 2,258 93 79
2016-11-04 2016-09-30 13F LPL FINL HLDGS INC COM Stock 50212V100 2,165 251 13.11 65 51.16 0.0034
2019-06-03 2016-06-30 13F/A-2 LPL FINL HLDGS INC COM Stock 50212V100 1,914 1,825 2,050.56 43 760.00 0.0024
2016-08-22 2016-06-30 13F LPL FINL HLDGS INC COM Stock 50212V100 1,914 1,825 43
2019-06-03 2016-03-31 13F/A-1 LPL FINANCIAL HOLDINGSINC Stock 50212V100 89 -269 -75.14 5 -66.67 0.0007
2016-05-02 2016-03-31 13F LPL FINL HLDGS INC COM Stock 50212V100 1,772 1,414 44
2016-02-11 2015-12-31 13F LPL FINL HLDGS INC COM Stock 50212V100 358 358 15 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.