# LPL Holdings, Inc.

LPL Holdings, Inc. is a security (CUSIP 50212YAF1) tracked across SEC portfolio filings. 14 registered fund positions totaling $69.4M via N-PORT as of 2026-05-29.

## Summary

- Issuer: LPL Holdings, Inc.
- CUSIP: 50212YAF1
- Asset category: DBT
- 13F holders: 0
- N-PORT fund positions: 14
- N-PORT value: $69.4M
- N-PORT report: 2026-05-29

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [MFS Income Fund](https://search.stillhousedata.com/fund/S000002491) | MFS Series Trust VIII | $23.9M | 29.11% |
| [Income Fund of America](https://search.stillhousedata.com/fund/S000008814) | Income Fund of America | $20.8M | 1.42% |
| [American High Income Trust](https://search.stillhousedata.com/fund/S000009230) | American High Income Trust | $12.1M | 4.45% |
| [American Funds Multi-Sector Income Fund](https://search.stillhousedata.com/fund/S000065032) | American Funds Multi-Sector Income Fund | $5.5M | 2.59% |
| [Calvert Bond Fund](https://search.stillhousedata.com/fund/S000008718) | Calvert Social Investment Fund | $3.3M | 7.70% |
| [Core Bond Portfolio](https://search.stillhousedata.com/fund/S000005237) | Core Bond Portfolio | $757K | 10.07% |
| Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $623K | 15.49% |
| Guggenheim Credit Allocation Fund | Guggenheim Credit Allocation Fund | $569K | 26.75% |
| [Corporate Bond Portfolio](https://search.stillhousedata.com/fund/S000004118) | MORGAN STANLEY INSTITUTIONAL FUND TRUST | $527K | 34.08% |
| [MFS Corporate Bond Portfolio](https://search.stillhousedata.com/fund/S000002634) | MFS VARIABLE INSURANCE TRUST II | $507K | 40.39% |
| Guggenheim Strategic Opportunities Fund | Guggenheim Strategic Opportunities Fund | $456K | 1.90% |
| [MFS Core Bond Fund](https://search.stillhousedata.com/fund/S000076470) | MFS SERIES TRUST XII | $171K | 50.58% |
| [MFS Global Alternative Strategy Fund](https://search.stillhousedata.com/fund/S000019515) | MFS Series Trust XV | $135K | 6.24% |
| MFS SPECIAL VALUE TRUST | MFS SPECIAL VALUE TRUST | $45K | 14.12% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/50212YAF1.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.