LPLA LPL Financial Holdings Inc.
Financial Services$285.78-0.71%ClosedMarket Cap: $22.86B
As of 2026-05-25
Institutional Ownership Summary
Investors Holding
836
13F Shares
81,330,150
Ownership %
101.6%
New Positions
156
Increased Positions
415
Closed Positions
95
Reduced Positions
274
ETF Exposure
| ETF Symbol | ETF Name | Shares Held | Weight % |
|---|---|---|---|
| 222,165 | 2.59% | ||
| iShares U.S. Broker-Dealers & Securities Exchanges ETF | 128,146 | 2.57% | |
| 128,146 | 2.57% | ||
| VanEck Morningstar Wide Moat ETF | 921,638 | 2.41% | |
| Arrow QVM Equity Factor ETF | 34,426 | 1.69% | |
| State Street SPDR S&P Capital Markets ETF | 21,958 | 1.62% | |
| American Century Heritage Investor Class | 245,564 | 1.55% | |
| Capital Group U.S. Small and Mid Cap ETF | 60,213 | 0.93% | |
| iShares Russell Mid-Cap Growth ETF | 534,931 | 0.89% | |
| 534,931 | 0.89% | ||
| Avantis U.S. Mid Cap Value ETF | 10,835 | 0.65% | |
| 664,556 | 0.63% | ||
| 664,556 | 0.63% | ||
| 664,556 | 0.63% | ||
| 45,162 | 0.42% | ||
| iShares U.S. Financials ETF | 45,162 | 0.42% | |
| 675,000 | 0.42% | ||
| iShares Morningstar Mid-Cap Growth ETF | 39,641 | 0.40% | |
| iShares Morningstar Mid-Cap Growth ETF | 39,641 | 0.40% | |
| 39,641 | 0.40% |