Funds holding LPL Financial Holdings Inc
531 funds declare a position · 138 ETFs and 393 other funds · 11.2B $ · US50212V1008
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 45,723 | 13.8M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 45,109 | 13.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 39,891 | 13.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,653 | 13.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| AB Growth Fund AB PORTFOLIOS | 37,850 | 12.6M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 37,566 | 12.6M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 41,626 | 12.5M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 41,668 | 12.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| MFS Growth Series MFS VARIABLE INSURANCE TRUST | 40,734 | 12.3M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 40,611 | 12.2M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 40,143 | 12.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 40,078 | 12.1M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| Columbia Select Mid Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 40,136 | 12.1M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 39,175 | 11.8M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | 38,590 | 11.6M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 38,564 | 11.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 34,476 | 11.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Strategic Growth Fund VALIC Co I | 38,188 | 11.5M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 38,000 | 11.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 37,318 | 11.2M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 36,511 | 11M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 32,500 | 10.9M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 35,778 | 10.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST | 34,906 | 10.5M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 34,680 | 10.4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 34,500 | 10.4M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 34,018 | 10.2M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 33,717 | 10.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 33,403 | 10M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,099 | 9.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 29,300 | 9.8M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 31,965 | 9.6M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 30,942 | 9.3M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 30,614 | 9.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 27,239 | 9.1M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 26,572 | 8.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Growth Portfolio PACIFIC SELECT FUND | 29,414 | 8.8M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 1919 Socially Responsive Balanced Fund Advisor Managed Portfolios | 29,076 | 8.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 28,974 | 8.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Meridian Contrarian Fund Meridian Fund Inc | 28,835 | 8.7M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 25,627 | 8.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust | 28,316 | 8.5M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,304 | 8.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 25,050 | 8.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 27,858 | 8.4M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 27,651 | 8.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 27,408 | 8.2M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 24,203 | 8.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 26,780 | 8.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 26,631 | 8M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 23,947 | 8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 23,900 | 8M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| abrdn U.S. Sustainable Leaders Fund abrdn Funds | 23,854 | 8M $ | 2.53 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 26,519 | 8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust | 26,319 | 7.9M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 25,492 | 7.7M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust | 25,160 | 7.6M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 22,224 | 7.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Global Research Portfolio JANUS ASPEN SERIES | 24,010 | 7.2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 20,991 | 7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 23,263 | 7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 22,810 | 6.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST | 22,396 | 6.7M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 21,958 | 6.6M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 21,809 | 6.6M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 21,700 | 6.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 21,434 | 6.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory Growth Fund Victory Portfolios III | 19,131 | 6.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 21,253 | 6.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 18,763 | 6.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory Aggressive Growth Fund Victory Portfolios III | 18,611 | 6.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| LVIP American Century Capital Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,291 | 6.1M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 18,125 | 6.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 20,100 | 6M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust | 19,260 | 5.8M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 19,116 | 5.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 18,356 | 5.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VOYA LARGE-CAP GROWTH FUND Voya Equity Trust | 18,154 | 5.5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| CTIVP - Westfield Mid Cap Growth Fund Columbia Funds Variable Series Trust II | 18,020 | 5.4M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 16,000 | 5.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 17,758 | 5.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,658 | 5.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 17,584 | 5.3M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,652 | 5.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 15,253 | 5.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 15,160 | 5.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 16,786 | 5M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| Calvert Balanced Fund Calvert Social Investment Fund | 16,400 | 4.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Clarkston Partners Fund ALPS SERIES TRUST | 16,000 | 4.8M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust | 15,576 | 4.7M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 13,791 | 4.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 14,888 | 4.5M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Trillium ESG Global Equity Fund Perpetual Americas Funds Trust | 14,528 | 4.4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 14,255 | 4.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 14,187 | 4.3M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 14,020 | 4.2M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust | 13,924 | 4.2M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Select Mid Cap Growth Fund Columbia Funds Variable Series Trust II | 13,680 | 4.1M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 13,672 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 12,214 | 4.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |