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.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 301 | WisdomTree U.S. Quality Growth Fund WisdomTree Trust | 6,316 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 302 | Calvert Small/Mid-Cap Fund Calvert Management Series | 6,192 | 1.9M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 303 | Baron Financials ETF Baron ETF Trust | 6,176 | 1.9M $ | 4.05 % | as of Mar 31, 2026 · Original filing |
| 304 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 643 | 1.8M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 305 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,126 | 1.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 306 | VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 6,002 | 1.8M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 307 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 5,818 | 1.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 308 | CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 5,800 | 1.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 309 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,204 | 1.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 310 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 602 | 1.7M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 311 | MoA Mid Cap Growth Fund MoA Funds Corp | 5,571 | 1.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 312 | EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 5,540 | 1.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 313 | Avanza USA Avanza Fonder AB | 573 | 1.6M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 314 | NYLI Epoch Capital Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 4,815 | 1.6M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 315 | Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 558 | 1.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 316 | SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 5,152 | 1.5M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 317 | SPP Generation 70-tal Storebrand Asset Management AS | 538 | 1.5M SEK | 0.00 % | as of Mar 31, 2026 · Original filing |
| 318 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 5,033 | 1.5M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 319 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 4,971 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 320 | Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. | 4,900 | 1.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 321 | ICON CONSUMER SELECT SCM Trust | 4,711 | 1.4M $ | 5.65 % | as of Mar 31, 2026 · Original filing |
| 322 | DIAMOND HILL MID CAP FUND Diamond Hill Funds | 4,673 | 1.4M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 323 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,084 | 1.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 324 | Eaton Vance Focused Growth Opportunities Fund Eaton Vance Growth Trust | 4,407 | 1.3M $ | 1.22 % | as of Feb 28, 2026 · Original filing |
| 325 | iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 3,951 | 1.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 326 | Penn Series Small Cap Growth Fund Penn Series Funds Inc | 4,367 | 1.3M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 327 | EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | 4,335 | 1.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 328 | Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 3,870 | 1.3M $ | 2.94 % | as of Apr 30, 2026 · Original filing |
| 329 | iShares ESG Advanced MSCI USA ETF iShares Trust | 4,275 | 1.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 330 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 4,200 | 1.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 331 | American Beacon Diversified Fund American Beacon Institutional Funds Trust | 3,779 | 1.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 332 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 4,136 | 1.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 333 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,979 | 1.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 334 | T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 3,900 | 1.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 335 | Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 404 | 1.2M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 336 | iShares Dow Jones U.S. ETF iShares Trust | 3,457 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 337 | AST Large-Cap Equity Portfolio Advanced Series Trust | 3,810 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 338 | LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,778 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 339 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,724 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 340 | World Selection Index Fund Northern Funds | 3,673 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 341 | 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 3,155 | 1.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 342 | Sovereign's Capital Flourish Fund Elevation Series Trust | 3,090 | 1M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 343 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 3,355 | 1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 344 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 3,323 | 999.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 345 | JNL Multi-Manager Alternative Fund JNL Series Trust | 3,316 | 997.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 346 | Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 3,265 | 982.2K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 347 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,915 | 974K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 348 | Systematic Growth Fund VALIC Co I | 3,237 | 972.3K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 349 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,216 | 967.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 350 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 3,144 | 945.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 351 | Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust | 3,115 | 937.1K $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| 352 | Avantis U.S. Equity Fund American Century ETF Trust | 3,110 | 934.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 353 | Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 2,786 | 930.9K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 354 | LKCM Small-Mid Cap Equity Fund LKCM Funds | 3,074 | 924.8K $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| 355 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 3,059 | 920.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 356 | Guardian Large Cap Disciplined Value VIP Fund Guardian Variable Products Trust | 3,050 | 917.5K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 357 | Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 3,000 | 902.5K $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 358 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,979 | 894.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 359 | AB Tax-Managed Wealth Appreciation Strategy AB PORTFOLIOS | 2,952 | 886.7K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 360 | Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Goldman Sachs Variable Insurance Trust | 2,927 | 880.5K $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| 361 | Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 306 | 876.9K SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 362 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 2,900 | 872.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 363 | PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,896 | 871.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 364 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,882 | 867K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 365 | SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,882 | 867K $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 366 | iShares MSCI USA Quality GARP ETF iShares Trust | 2,874 | 864.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 367 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 2,839 | 854.1K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 368 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 2,836 | 853.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 369 | Storebrand USA Storebrand Asset Management AS | 296 | 848.3K SEK | 0.00 % | as of Mar 31, 2026 · Original filing |
| 370 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,714 | 815.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 371 | Empiric Fund MUTUAL FUND SERIES TRUST | 2,703 | 813.1K $ | 3.47 % | as of Mar 31, 2026 · Original filing |
| 372 | Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 2,408 | 804.6K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 373 | iShares ESG MSCI USA Leaders ETF iShares Trust | 2,670 | 802K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 374 | VanEck Morningstar Wide Moat Fund VanEck Funds | 2,666 | 802K $ | 2.38 % | as of Mar 31, 2026 · Original filing |
| 375 | GMO Alternative Allocation Fund GMO TRUST | 2,619 | 786.7K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 376 | Victory RS Mid Cap Growth Fund Victory Portfolios | 2,610 | 785.2K $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| 377 | One Global ETF NORTHERN LIGHTS FUND TRUST II | 2,549 | 765.7K $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 378 | The Future Fund Long/Short ETF NORTHERN LIGHTS FUND TRUST II | 2,518 | 756.4K $ | 1.91 % | as of Feb 28, 2026 · Original filing |
| 379 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 2,216 | 740.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 380 | Global Equity Fund RUSSELL INVESTMENT CO | 2,155 | 720.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 381 | Logan Capital Broad Innovative Growth ETF Advisors Series Trust | 2,149 | 718K $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 382 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,352 | 707.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 383 | U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 2,320 | 697.9K $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 384 | Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | 2,310 | 694.9K $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 385 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,300 | 690.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 386 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF Touchstone ETF Trust | 2,296 | 690.7K $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 387 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,269 | 682.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 388 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,240 | 673.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 389 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,200 | 661.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 390 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 2,185 | 656.3K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 391 | iShares MSCI USA Size Factor ETF iShares Trust | 1,964 | 656.2K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 392 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 2,177 | 654.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 393 | AB Sustainable Thematic Balanced Portfolio AB PORTFOLIOS | 2,177 | 653.9K $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 394 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 2,156 | 648.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 395 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 1,900 | 634.8K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 396 | Global Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 2,109 | 634.5K $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 397 | DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 2,100 | 631.7K $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| 398 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,848 | 617.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 399 | Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 1,843 | 615.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 400 | Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 2,038 | 613.1K $ | 0.03 % | 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 |