DOSSIER · 13F Holders · Q2 2026

LPL FINL HLDGS INC

5 institutions still hold LPL FINL HLDGS INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 50212V900·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$24M
visible holders
Holders
5
filers reporting
Concentration
58.87%
CIBC Bancorp USA Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported LPL FINL HLDGS INC in Q2 2026. CIBC Bancorp USA Inc. leads at 58.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CIBC Bancorp USA Inc.
CIK 0001711924
$14M50K0.02%Q2 2026
02
IMC-Chicago, LLC
CIK 0001452861· Market maker
$8M27K0.00%Q2 2026
03
GROUP ONE TRADING LLC
CIK 0000932540
$2M7K0.00%Q2 2026
04
SIMPLEX TRADING, LLC
CIK 0001488542
$197K7000.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025