13F

LPLA LPL FINANCIAL HOLDINGS INC

2026Q1 · CUSIP 50212V100 · Sector: Financials

🔴 Danger · Dual-confirm: breadth + price
Holders
762
Δ holders QoQ
-62
Breadth percentile
Top 98%
Whale holders
257
Δ whales
-9
Inst. holding value
$24.6B
New positions
94
Closed positions
156
Price momentum (1Q)
-8.2%
Put / Call
15/11

Breadth history (34 quarters)

2018Q1: Δ+47 · h=285 2018Q2: Δ+3 · h=288 2018Q3: Δ+2 · h=290 2018Q4: Δ-20 · h=270 2019Q1: Δ+46 · h=316 2019Q2: Δ+0 · h=316 2019Q3: Δ-4 · h=312 2019Q4: Δ+25 · h=337 2020Q1: Δ-43 · h=294 2020Q2: Δ+41 · h=335 2020Q3: Δ-13 · h=322 2020Q4: Δ+45 · h=367 2021Q1: Δ+25 · h=392 2021Q2: Δ+16 · h=408 2021Q3: Δ+5 · h=413 2021Q4: Δ+18 · h=431 2022Q1: Δ+48 · h=479 2022Q2: Δ+48 · h=527 2022Q3: Δ+53 · h=580 2022Q4: Δ+50 · h=630 2023Q1: Δ-17 · h=613 2023Q2: Δ-27 · h=586 2023Q3: Δ+11 · h=597 2023Q4: Δ+24 · h=621 2024Q1: Δ+27 · h=648 2024Q2: Δ+30 · h=678 2024Q3: Δ-36 · h=642 2024Q4: Δ+82 · h=724 2025Q1: Δ+64 · h=788 2025Q2: Δ+15 · h=803 2025Q3: Δ-43 · h=760 2025Q4: Δ+64 · h=824 2026Q1: Δ-62 · h=762 2018Q1: holders=285 2018Q2: holders=288 2018Q3: holders=290 2018Q4: holders=270 2019Q1: holders=316 2019Q2: holders=316 2019Q3: holders=312 2019Q4: holders=337 2020Q1: holders=294 2020Q2: holders=335 2020Q3: holders=322 2020Q4: holders=367 2021Q1: holders=392 2021Q2: holders=408 2021Q3: holders=413 2021Q4: holders=431 2022Q1: holders=479 2022Q2: holders=527 2022Q3: holders=580 2022Q4: holders=630 2023Q1: holders=613 2023Q2: holders=586 2023Q3: holders=597 2023Q4: holders=621 2024Q1: holders=648 2024Q2: holders=678 2024Q3: holders=642 2024Q4: holders=724 2025Q1: holders=788 2025Q2: holders=803 2025Q3: holders=760 2025Q4: holders=824 2026Q1: holders=762 -82 -41 +0 +41 +82 243555866 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 17 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 7% -8.2%
2025Q1 Top 1% -8.7% -6.0%
2024Q4 Top 5% +1.5% -7.3%
2024Q2 Top 7% +42.8% +74.0%
2024Q1 Top 10% -17.1% +17.7%
2023Q3 Top 17% +15.8% +22.2%
2022Q4 Top 7% -20.5% -8.9%
2022Q3 Top 1% +14.5% -9.1%
2022Q2 Top 1% +0.8% +8.3%
2022Q1 Top 2% +30.5% +32.4%
2021Q2 Top 18% +13.9% +26.8%
2021Q1 Top 14% -2.2% +11.4%
2020Q4 Top 13% +12.0% +9.5%
2020Q2 Top 7% +10.6% +62.7%
2019Q4 Top 18% -27.2% -13.0%
2019Q1 Top 4% -11.1% +12.0%
2018Q1 Top 1% -5.0% -11.9%

Options Sentiment

Put holders
15
QoQ: +7
Call holders
11
QoQ: -1

See methodology →