LPLA
LPL Financial Holdings Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LPL Financial Holdings Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 23 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
LPL Financial Holdings Inc.
297.78
Tall tick = annual report · Source: EDGAR
Linked news
Same SIC code · 6
Same SEC industry code: CME Group Inc., Intercontinental Exchange, Inc., Nasdaq, Inc. and 3 more; of LPL Financial Holdings Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: CME Group Inc., Intercontinental Exchange, Inc., Nasdaq, Inc. and 3 more; of LPL Financial Holdings Inc.'s 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.3B | 5.70% | −4.85% |
| Dodge & COX | $1.3B | 5.51% | +10.42% |
| Boston Partners | $1.2B | 5.14% | +2.89% |
| Jupiter Topco | $1.2B | 5.05% | — |
| Vanguard Portfolioindex-like | $1.1B | 4.61% | −0.52% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.3B | 5.70% | −4.85% |
| Dodge & COX | $1.3B | 5.51% | +10.42% |
| Boston Partners | $1.2B | 5.14% | +2.89% |
| Jupiter Topco | $1.2B | 5.05% | — |
| Vanguard Portfolioindex-like | $1.1B | 4.61% | −0.52% |
Bull3
Bear2
Expected move
No implied move.