LPLA LPL Financial Holdings Inc. logo

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 SymbolETF NameShares HeldWeight %
VMGRX222,1652.59%
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF128,1462.57%
KOC128,1462.57%
MOATVanEck Morningstar Wide Moat ETF921,6382.41%
QVMArrow QVM Equity Factor ETF34,4261.69%
KCEState Street SPDR S&P Capital Markets ETF21,9581.62%
TWHIXAmerican Century Heritage Investor Class245,5641.55%
CGMMCapital Group U.S. Small and Mid Cap ETF60,2130.93%
IWPiShares Russell Mid-Cap Growth ETF534,9310.89%
NIW534,9310.89%
AVMVAvantis U.S. Mid Cap Value ETF10,8350.65%
VMGMX664,5560.63%
VOT664,5560.63%
VMGIX664,5560.63%
NLF45,1620.42%
IYFiShares U.S. Financials ETF45,1620.42%
AVIGX675,0000.42%
IMCGiShares Morningstar Mid-Cap Growth ETF39,6410.40%
JKHiShares Morningstar Mid-Cap Growth ETF39,6410.40%
FDB39,6410.40%