# LPL Holdings, Inc.

LPL Holdings, Inc. is a security (CUSIP 50212YAL8) tracked across SEC portfolio filings. 12 registered fund positions totaling $11.0M via N-PORT as of 2026-05-31.

## Summary

- Issuer: LPL Holdings, Inc.
- CUSIP: 50212YAL8
- Asset category: DBT
- 13F holders: 0
- N-PORT fund positions: 12
- N-PORT value: $11.0M
- N-PORT report: 2026-05-31

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [MFS Limited Maturity Fund](https://search.stillhousedata.com/fund/S000002495) | MFS Series Trust IX | $7.4M | 22.03% |
| [VOYA INTERMEDIATE BOND PORTFOLIO](https://search.stillhousedata.com/fund/S000008760) | Voya Intermediate Bond Portfolio | $834K | 9.17% |
| [Putnam Income Fund](https://search.stillhousedata.com/fund/S000006155) | Putnam Income Fund | $787K | 7.92% |
| [George Putnam Balanced Fund](https://search.stillhousedata.com/fund/S000005597) | George Putnam Balanced Fund | $772K | 3.29% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $630K | 0.11% |
| [Putnam Global Income Trust](https://search.stillhousedata.com/fund/S000005653) | Putnam Global Income Trust | $220K | 10.22% |
| [Putnam Multi-Asset Income Fund](https://search.stillhousedata.com/fund/S000067964) | Putnam Asset Allocation Funds | $107K | 1.20% |
| [Core Fixed Income Fund](https://search.stillhousedata.com/fund/S000008437) | MORGAN STANLEY PATHWAY FUNDS | $101K | 0.55% |
| [BlackRock Balanced Fund, Inc.](https://search.stillhousedata.com/fund/S000002175) | BlackRock Balanced Fund, Inc. | $101K | 0.55% |
| Invesco Bond Fund | Invesco Bond Fund | $49K | 2.65% |
| [Short Duration Income Portfolio](https://search.stillhousedata.com/fund/S000045029) | LORD ABBETT SERIES FUND INC | $40K | 2.57% |
| [BlackRock Balanced Portfolio](https://search.stillhousedata.com/fund/S000003863) | BlackRock Series Fund, Inc. | $30K | 0.65% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/50212YAL8.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.