Holdings of LPL Financial LLC
4059 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 15.3 % of the equity sleeve
Sector breakdown
- Funds 11.0 %
- Technology 7.9 %
- Financials 3.0 %
- Communication 2.5 %
- Industrials 2.4 %
- Consumer discretionary 2.4 %
- Health care 2.2 %
- Consumer staples 1.6 %
- Energy 0.8 %
- Utilities 0.8 %
- Materials 0.4 %
- Real estate 0.3 %
- Unattributed 64.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.4 %
- TW 0.2 %
- GB 0.2 %
- NL 0.1 %
- FR 0.0 %
- DK 0.0 %
- BR 0.0 %
- JP 0.0 %
- ES 0.0 %
- ZA 0.0 %
- DE 0.0 %
- AU 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3,920 | 339.5B $ | 99.38 % |
| 2 | TW | 4 | 716.1M $ | 0.21 % |
| 3 | GB | 20 | 554.1M $ | 0.16 % |
| 4 | NL | 5 | 325M $ | 0.10 % |
| 5 | FR | 5 | 116.4M $ | 0.03 % |
| 6 | DK | 3 | 57.2M $ | 0.02 % |
| 7 | BR | 14 | 55M $ | 0.02 % |
| 8 | JP | 6 | 50.3M $ | 0.01 % |
| 9 | ES | 3 | 34.4M $ | 0.01 % |
| 10 | ZA | 5 | 27M $ | 0.01 % |
| 11 | DE | 4 | 24.2M $ | 0.01 % |
| 12 | AU | 7 | 23.9M $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 3,601 | Eaton Vance Senior Income Trust | 50,671 | 252.8K $ | |
| 3,602 | Netskope Inc | 29,627 | 251.5K $ | |
| 3,603 | Goosehead Insurance Inc | 5,894 | 251.4K $ | |
| 3,604 | Lindsay Corp | 2,110 | 251.2K $ | |
| 3,605 | RPC Inc | 35,462 | 251.1K $ | |
| 3,606 | Pebblebrook Hotel Trust | 19,799 | 250.1K $ | |
| 3,607 | PROCEPT BIOROBOTICS CORP | 9,986 | 249.8K $ | |
| 3,608 | Xencor Inc | 20,648 | 249K $ | |
| 3,609 | Franklin Templeton ETF Trust | 6,131 | 248.7K $ | |
| 3,610 | Diversified Energy Co | 14,222 | 248K $ | |
| 3,611 | Hallador Energy Co | 15,228 | 247.9K $ | |
| 3,612 | iShares MSCI Finland | 5,044 | 247.1K $ | |
| 3,613 | Diversified Healthcare Trust | 37,142 | 246.6K $ | |
| 3,614 | TPG RE Finance Trust Inc | 31,321 | 244.6K $ | |
| 3,615 | TrustCo Bank Corp NY | 5,574 | 244K $ | |
| 3,616 | Tilray Brands Inc | 37,336 | 241.6K $ | |
| 3,617 | Standard Motor Products Inc | 6,949 | 241.4K $ | |
| 3,618 | DBX ETF Trust | 5,809 | 241.3K $ | |
| 3,619 | Putnam Master Int | 73,644 | 240.8K $ | |
| 3,620 | Finwise Bancorp | 15,115 | 239.7K $ | |
| 3,621 | Bristow Group Inc | 5,112 | 239.7K $ | |
| 3,622 | Sonos Inc | 17,875 | 239.5K $ | |
| 3,623 | Castle Biosciences Inc | 9,700 | 238.1K $ | |
| 3,624 | Monte Rosa Therapeutics Inc | 14,450 | 237.7K $ | |
| 3,625 | Innventure Inc | 60,758 | 237.6K $ | |
| 3,626 | PC Connection Inc | 4,064 | 237.6K $ | |
| 3,627 | TRP QM US BOND ETF | 5,562 | 236.9K $ | |
| 3,628 | ProAssurance Corp | 9,534 | 235.7K $ | |
| 3,629 | Denali Therapeutics Inc | 12,274 | 235.7K $ | |
| 3,630 | Adeia Inc | 9,803 | 235.6K $ | |
| 3,631 | Spinnaker ETF Series | 5,781 | 235.5K $ | |
| 3,632 | GDS Holdings Ltd | 5,840 | 235.3K $ | |
| 3,633 | Puma Biotechnology Inc | 36,618 | 234K $ | |
| 3,634 | NewtekOne Inc | 21,362 | 233.9K $ | |
| 3,635 | American Assets Trust Inc | 12,687 | 233.6K $ | |
| 3,636 | Bar Harbor Bankshares | 7,179 | 233K $ | |
| 3,637 | Prime Medicine Inc | 66,424 | 231.2K $ | |
| 3,638 | Eledon Pharmaceuticals Inc | 74,960 | 230.9K $ | |
| 3,639 | abrdn Australia Equity Fund Inc | 18,920 | 229.3K $ | |
| 3,640 | Turning Point Brands Inc | 2,640 | 229.1K $ | |
| 3,641 | DBX ETF Trust | 7,015 | 229K $ | |
| 3,642 | iShares Trust | 9,186 | 228.1K $ | |
| 3,643 | Immersion Corp | 41,625 | 227.3K $ | |
| 3,644 | EquipmentShare.com Inc | 11,115 | 226.4K $ | |
| 3,645 | Donnelley Financial Solutions Inc | 4,775 | 225.1K $ | |
| 3,646 | SLM Corp | 10,510 | 225K $ | |
| 3,647 | Evolus Inc | 54,651 | 224.6K $ | |
| 3,648 | Customers Bancorp Inc | 3,233 | 224.4K $ | |
| 3,649 | Proto Labs Inc | 3,934 | 224.3K $ | |
| 3,650 | United Bancorp Inc/OH | 14,740 | 224.2K $ | |
| 3,651 | MFS Government Markets Income Trust | 76,257 | 224.2K $ | |
| 3,652 | Forestar Group Inc | 9,150 | 223.6K $ | |
| 3,653 | Verra Mobility Corp | 15,632 | 223.4K $ | |
| 3,654 | Geron Corp | 149,857 | 223.3K $ | |
| 3,655 | RiverNorth Flexible | 17,632 | 223K $ | |
| 3,656 | Hyliion Holdings Corp | 126,653 | 222.9K $ | |
| 3,657 | Columbia Sportswear Co | 4,052 | 222.1K $ | |
| 3,658 | Amtech Systems Inc | 19,013 | 222.1K $ | |
| 3,659 | Harmony Biosciences Holdings Inc | 7,928 | 222.1K $ | |
| 3,660 | ALLIANZIM US BF15 UNCAP JUN | 7,632 | 221.2K $ | |
| 3,661 | Freshworks Inc | 27,504 | 220.9K $ | |
| 3,662 | PROSHARES ULTRASHORT | 26,519 | 220.6K $ | |
| 3,663 | Direxion Shares ETF Trust | 4,587 | 219.8K $ | |
| 3,664 | Qfin Holdings Inc | 17,023 | 219.8K $ | |
| 3,665 | CNB Financial Corp/PA | 7,585 | 219.7K $ | |
| 3,666 | Bank First Corp | 1,626 | 219.6K $ | |
| 3,667 | Nuvation Bio Inc | 51,140 | 219.4K $ | |
| 3,668 | Five Star Bancorp | 5,811 | 219.2K $ | |
| 3,669 | NetScout Systems Inc | 6,881 | 218.7K $ | |
| 3,670 | PALATIN TECHNOLOGIES INC | 12,555 | 218.7K $ | |
| 3,671 | Haverty Furniture Cos Inc | 10,326 | 218.7K $ | |
| 3,672 | DoubleVerify Holdings Inc | 22,945 | 218K $ | |
| 3,673 | Eastman Kodak Co | 24,008 | 217.3K $ | |
| 3,674 | First Trust Exchange-Traded AlphaDEX Fund II | 4,312 | 217.1K $ | |
| 3,675 | flyExclusive Inc | 96,000 | 217K $ | |
| 3,676 | SunCoke Energy Inc | 33,296 | 216.8K $ | |
| 3,677 | Xerox Holdings Corp | 167,831 | 216.5K $ | |
| 3,678 | First Trust Multi-Strategy Alternative ETF | 8,902 | 216.4K $ | |
| 3,679 | MFS HIGH YIELD MUN TR | 60,315 | 215.9K $ | |
| 3,680 | Erasca Inc | 13,292 | 215.1K $ | |
| 3,681 | GrowGeneration Corp | 194,325 | 213.8K $ | |
| 3,682 | INCANNEX HEALTHCARE INC | 71,178 | 213.5K $ | |
| 3,683 | Klaviyo Inc | 10,963 | 213.3K $ | |
| 3,684 | Core Laboratories Inc | 12,689 | 213K $ | |
| 3,685 | Pulse Biosciences Inc | 9,851 | 212.7K $ | |
| 3,686 | Safety Insurance Group Inc | 2,922 | 212.3K $ | |
| 3,687 | TETRA Technologies Inc | 24,800 | 211.3K $ | |
| 3,688 | Pacer Swan SOS Flex October ET | 6,617 | 209.7K $ | |
| 3,689 | Niagen Bioscience Inc | 47,417 | 209.1K $ | |
| 3,690 | Anixa Biosciences Inc | 80,976 | 208.9K $ | |
| 3,691 | Onestream Inc | 8,703 | 208.9K $ | |
| 3,692 | Beta Bionics Inc | 20,818 | 208.6K $ | |
| 3,693 | CIBUS INC | 105,293 | 208.5K $ | |
| 3,694 | Omeros Corp | 19,608 | 207.1K $ | |
| 3,695 | Airgain Inc | 37,593 | 206.8K $ | |
| 3,696 | Myomo Inc | 306,000 | 206.7K $ | |
| 3,697 | B&G Foods Inc | 42,675 | 205.3K $ | |
| 3,698 | Centuri Holdings Inc | 7,023 | 205.1K $ | |
| 3,699 | City Holding Co | 1,715 | 205K $ | |
| 3,700 | Coherus Oncology Inc | 120,796 | 204.1K $ |