Funds holding LPL Financial Holdings Inc
568 funds declare a position · 138 ETFs and 430 other funds · 11.2B $· 684.7M SEK· 395.1K € · US50212V1008
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Storebrand Global All Countries Storebrand Asset Management AS | 1,646 | 4.7M SEK | 0.01 % | 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 |
| Buffalo Mid Cap Discovery Fund Buffalo Funds | 13,500 | 4.1M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 11,972 | 4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,308 | 4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 13,177 | 4M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 11,797 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Stock Portfolio Stock Portfolio | 12,765 | 3.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 12,702 | 3.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 12,675 | 3.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 12,400 | 3.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 12,379 | 3.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 11,115 | 3.7M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 12,302 | 3.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,243 | 3.7M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 12,046 | 3.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 10,818 | 3.6M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Nordea Stratega 70 Nordea Funds Ab | 1,256 | 3.6M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,592 | 3.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 10,468 | 3.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 11,516 | 3.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Skandia Nordamerika Exponering Skandia Fonder AB | 1,200 | 3.4M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| VALUE EQUITY FUND GuideStone Funds | 11,332 | 3.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,111 | 3.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 10,093 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,148 | 3.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 10,963 | 3.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,812 | 3.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 10,820 | 3.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 10,709 | 3.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 10,600 | 3.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 10,449 | 3.1M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 9,347 | 3.1M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | 10,324 | 3.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 9,250 | 3.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Nordea Stratega 35 Nordea Funds Ab | 1,070 | 3.1M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| Clarkston Founders Fund ALPS SERIES TRUST | 10,000 | 3M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 9,708 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 9,702 | 2.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 8,617 | 2.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 9,274 | 2.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 9,100 | 2.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 8,958 | 2.7M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| SEB Global Sustainable Companies Fund SEB Funds AB | 933 | 2.7M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7,900 | 2.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 7,897 | 2.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 8,769 | 2.6M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust | 8,739 | 2.6M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Nordea Stratega 50 Nordea Funds Ab | 916 | 2.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 8,701 | 2.6M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 8,695 | 2.6M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Research Portfolio JANUS ASPEN SERIES | 8,681 | 2.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 7,795 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST | 7,667 | 2.6M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 8,500 | 2.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| F/m Large Cap Focused Fund RBB Fund, Inc. | 8,418 | 2.5M $ | 3.16 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Growth ETF iShares Trust | 7,501 | 2.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,451 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Momentum Style Fund AQR Funds | 8,227 | 2.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 8,229 | 2.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,304 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Harbor Long-Term Growers ETF Harbor ETF Trust | 7,242 | 2.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Victory RS Growth Fund Victory Portfolios | 8,000 | 2.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 7,795 | 2.3M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 816 | 2.3M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 7,690 | 2.3M $ | 2.47 % | as of Feb 28, 2026 · Original filing |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 7,623 | 2.3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 7,561 | 2.3M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 7,398 | 2.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 6,609 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 6,538 | 2.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 7,155 | 2.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 7,122 | 2.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 7,066 | 2.1M $ | 3.87 % | as of Feb 28, 2026 · Original filing |
| Clarkston Fund ALPS SERIES TRUST | 7,000 | 2.1M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 6,959 | 2.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 6,835 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ICON EQUITY FUND SCM Trust | 6,800 | 2M $ | 4.34 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 6,794 | 2M $ | 1.42 % | as of Feb 27, 2026 · Original filing |
| AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 6,740 | 2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 6,625 | 2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN | 6,624 | 2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,614 | 2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Growth Fund Eaton Vance Special Investment Trust | 6,598 | 2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,890 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 5,871 | 2M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| TCW Durable Growth ETF TCW ETF Trust | 5,836 | 1.9M $ | 2.72 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,441 | 1.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World ETF iShares, Inc. | 6,391 | 1.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 6,364 | 1.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
Institutional managers
753 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,974,255 | 1.5B $ | as of Mar 31, 2026 |
| Dodge & Cox | 4,146,547 | 1.2B $ | as of Mar 31, 2026 |
| Boston Partners | 4,131,498 | 1.2B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,869,359 | 1.2B $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 3,666,780 | 1.1B $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 2,636,544 | 793.2M $ | as of Mar 31, 2026 |
| SAMLYN CAPITAL, LLC | 2,323,360 | 698.9M $ | as of Mar 31, 2026 |
| Capital World Investors | 2,312,446 | 695.7M $ | as of Mar 31, 2026 |
| LONE PINE CAPITAL LLC | 2,049,967 | 616.7M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,571,998 | 561.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,863,266 | 560.5M $ | as of Mar 31, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | 1,734,395 | 520.6M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,680,090 | 505.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,594,750 | 478.5M $ | as of Mar 31, 2026 |
| FMR LLC | 1,297,690 | 390.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,283,665 | 386.2M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,093,406 | 328.9M $ | as of Mar 31, 2026 |
| SurgoCap Partners LP | 1,020,839 | 307.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 923,471 | 277.8M $ | as of Mar 31, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 893,006 | 268.6M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 890,253 | 267.8M $ | as of Mar 31, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 881,506 | 265.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 816,367 | 245.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 803,428 | 241.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 790,730 | 237.4M $ | as of Mar 31, 2026 |