Titelia

Fund shareholders of LPL Financial Holdings Inc

ISIN US50212V1008 · United States · LEI 549300XROQ4Y8G2L7682

Fund shareholders
568
Of which ETFs
138 430 other funds
Value held
11.2B $ 684.7M SEK · 395.1K €
Share of capital
46.9 % of 78.7M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Dodge & Cox Stock Fund Dodge & Cox Funds 2,790,827839.6M $0.73 %3.54 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,548,176766.6M $0.04 %3.24 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 2,471,468742.4M $0.23 %3.14 %as of Feb 28, 2026 ↗
MidCap Fund Principal Funds, Inc 1,988,698664.5M $2.64 %2.53 %as of Apr 30, 2026 ↗
Janus Henderson Enterprise Fund JANUS INVESTMENT FUND 1,828,994550.2M $2.69 %2.32 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 1,729,462520.3M $0.26 %2.20 %as of Mar 31, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 1,178,852354.6M $1.62 %1.50 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 1,122,714337.2M $0.60 %1.43 %as of Feb 28, 2026 ↗
VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,017,418306.1M $0.10 %1.29 %as of Mar 31, 2026 ↗
VanEck Morningstar Wide Moat ETF VanEck ETF Trust 920,870277M $2.38 %1.17 %as of Mar 31, 2026 ↗
MFS Mid Cap Growth Fund MFS Series Trust IV 897,884269.7M $1.96 %1.14 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 893,679268.8M $0.33 %1.13 %as of Mar 31, 2026 ↗
MFS Growth Fund MFS Series Trust II 793,014238.2M $0.59 %1.01 %as of Feb 28, 2026 ↗
Disciplined Value Fund John Hancock Funds III 754,161226.9M $1.33 %0.96 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 609,097183.2M $0.63 %0.77 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 534,931160.9M $0.86 %0.68 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 418,521125.7M $0.31 %0.53 %as of Feb 28, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 321,29896.7M $0.09 %0.41 %as of Mar 31, 2026 ↗
Janus Henderson Research Fund JANUS INVESTMENT FUND 320,27896.3M $0.39 %0.41 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 304,16891.5M $0.19 %0.39 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 295,16298.6M $0.20 %0.37 %as of Apr 30, 2026 ↗
Carillon Eagle Mid Cap Growth Fund Carillon Series Trust 290,53287.4M $1.83 %0.37 %as of Mar 31, 2026 ↗
FPA Crescent Fund Investment Managers Series Trust III 283,82685.4M $0.72 %0.36 %as of Mar 31, 2026 ↗
Janus Henderson Triton Fund JANUS INVESTMENT FUND 279,67384.1M $1.62 %0.36 %as of Mar 31, 2026 ↗
Nomura Mid Cap Growth Fund IVY FUNDS 256,25177.1M $2.57 %0.33 %as of Mar 31, 2026 ↗
Heritage Fund American Century Mutual Funds, Inc. 245,56482.1M $1.53 %0.31 %as of Apr 30, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 240,00072.2M $0.09 %0.30 %as of Mar 31, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 239,22579.9M $0.82 %0.30 %as of Apr 30, 2026 ↗
Dodge & Cox Global Stock Fund Dodge & Cox Funds 236,42471.1M $0.59 %0.30 %as of Mar 31, 2026 ↗
Dodge & Cox Balanced Fund Dodge & Cox Funds 234,20070.5M $0.48 %0.30 %as of Mar 31, 2026 ↗
Victory Sycamore Established Value Fund Victory Portfolios 220,00066.2M $0.44 %0.28 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Growth Fund JPMorgan Trust II 208,96862.9M $0.55 %0.27 %as of Mar 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 200,15260.2M $0.12 %0.25 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap Core Fund Virtus Equity Trust 181,96154.7M $2.81 %0.23 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 170,62651.3M $3.58 %0.22 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 160,78748.4M $0.53 %0.20 %as of Mar 31, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 158,20747.5M $0.24 %0.20 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 153,41446.1M $0.09 %0.19 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust 152,59845.9M $1.41 %0.19 %as of Mar 31, 2026 ↗
Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES 152,30745.8M $2.70 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 149,63644.9M $0.04 %0.19 %as of Feb 28, 2026 ↗
Janus Henderson Venture Fund JANUS INVESTMENT FUND 149,51045M $1.47 %0.19 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 147,51149.3M $0.11 %0.19 %as of Apr 30, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 146,36448.9M $0.21 %0.19 %as of Apr 30, 2026 ↗
Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) 141,03647.1M $0.70 %0.18 %as of Apr 30, 2026 ↗
Franklin Small-Mid Cap Growth Fund Franklin Strategic Series 139,94846.8M $1.32 %0.18 %as of Apr 30, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 138,90541.7M $0.03 %0.18 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 133,67940.2M $0.29 %0.17 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 131,09039.4M $0.08 %0.17 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust 130,73239.3M $2.18 %0.17 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 130,48539.3M $0.92 %0.17 %as of Mar 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 128,14638.6M $2.51 %0.16 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 125,86037.8M $1.26 %0.16 %as of Feb 28, 2026 ↗
EQ/Janus Enterprise Portfolio EQ Advisors Trust 119,98636.1M $2.68 %0.15 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 119,875343.5M SEK0.03 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 118,46235.6M $0.04 %0.15 %as of Feb 28, 2026 ↗
PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. 114,21134.3M $1.84 %0.15 %as of Feb 27, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 113,31737.9M $0.09 %0.14 %as of Apr 30, 2026 ↗
Janus Henderson Global Research Fund JANUS INVESTMENT FUND 102,16630.7M $0.74 %0.13 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 101,03130.3M $0.29 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 100,87830.3M $0.04 %0.13 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 97,33029.3M $0.86 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 94,01128.3M $0.04 %0.12 %as of Mar 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 93,60028.1M $2.84 %0.12 %as of Feb 28, 2026 ↗
Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 92,30727.7M $1.39 %0.12 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,68330.6M $0.08 %0.12 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 88,99029.7M $0.07 %0.11 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 82,87324.9M $0.04 %0.11 %as of Feb 28, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 79,45126.5M $0.43 %0.10 %as of Apr 30, 2026 ↗
Voya Large Cap Growth Portfolio Voya Investors Trust 78,45323.6M $0.75 %0.10 %as of Mar 31, 2026 ↗
Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST 74,96422.6M $2.68 %0.10 %as of Mar 31, 2026 ↗
CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II 72,66021.9M $1.39 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 65,64421.9M $0.04 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 65,40921.9M $0.02 %0.08 %as of Apr 30, 2026 ↗
Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust 64,90919.5M $1.50 %0.08 %as of Mar 31, 2026 ↗
First Trust WCM Focused Global Growth Fund First Trust Series Fund 62,78518.9M $1.57 %0.08 %as of Mar 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 61,32020.5M $0.68 %0.08 %as of Apr 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 61,17218.4M $0.45 %0.08 %as of Feb 28, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 60,00018M $1.57 %0.08 %as of Mar 31, 2026 ↗
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. 58,48019.5M $1.45 %0.07 %as of Apr 30, 2026 ↗
JNL/JPMorgan MidCap Growth Fund JNL Series Trust 57,47217.3M $0.56 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 57,04017.2M $0.04 %0.07 %as of Mar 31, 2026 ↗
JNL/Morningstar Wide Moat Index Fund JNL Series Trust 56,02816.9M $2.37 %0.07 %as of Mar 31, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 55,00016.5M $0.50 %0.07 %as of Mar 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 53,41416.1M $0.64 %0.07 %as of Mar 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 52,22615.7M $1.96 %0.07 %as of Mar 31, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 49,96916.7M $3.21 %0.06 %as of Apr 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 48,71016.3M $0.72 %0.06 %as of Apr 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 48,39416.2M $0.09 %0.06 %as of Apr 30, 2026 ↗
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 48,13514.5M $0.86 %0.06 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 48,03314.4M $0.16 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 47,76914.4M $0.04 %0.06 %as of Mar 31, 2026 ↗
Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 47,58414.3M $2.96 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 47,38615.8M $0.04 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 46,96114.1M $0.06 %0.06 %as of Feb 28, 2026 ↗
VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 46,58214M $1.63 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 46,43313.9M $0.04 %0.06 %as of Feb 28, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 46,20715.4M $0.25 %0.06 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 46,10013.8M $0.01 %0.06 %as of Feb 28, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 45,72313.8M $0.64 %0.06 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON CONSUMER SELECT SCM Trust 5.65 %as of Mar 31, 2026 ↗
ICON EQUITY FUND SCM Trust 4.34 %as of Mar 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 4.05 %as of Mar 31, 2026 ↗
Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II 3.87 %as of Feb 28, 2026 ↗
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 3.61 %as of Mar 31, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 3.58 %as of Mar 31, 2026 ↗
Empiric Fund MUTUAL FUND SERIES TRUST 3.47 %as of Mar 31, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 3.21 %as of Apr 30, 2026 ↗
F/m Large Cap Focused Fund RBB Fund, Inc. 3.16 %as of Feb 28, 2026 ↗
Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.96 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2531+1036,664,208+5.4 %
2026Q1521+1234,778,939+8.0 %
2025Q4509-2832,204,324-2.7 %
2025Q3537+1533,109,535+12.4 %
2025Q2522+5029,444,577+9.0 %
2025Q1472-4327,022,634+2.8 %
2024Q4515-5226,276,485-6.2 %
2024Q3567+1428,024,391-1.8 %
2024Q2553+1328,546,797+0.9 %
2024Q1540-3028,297,291-6.6 %
2023Q457030,286,143

Institutional managers

753 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,974,2551.5B $as of Mar 31, 2026
Dodge & Cox4,146,5471.2B $as of Mar 31, 2026
Boston Partners4,131,4981.2B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,869,3591.2B $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC3,666,7801.1B $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC2,636,544793.2M $as of Mar 31, 2026
SAMLYN CAPITAL, LLC2,323,360698.9M $as of Mar 31, 2026
Capital World Investors2,312,446695.7M $as of Mar 31, 2026
LONE PINE CAPITAL LLC2,049,967616.7M $as of Mar 31, 2026
STATE STREET CORP1,863,266560.5M $as of Mar 31, 2026
WCM INVESTMENT MANAGEMENT, LLC1,734,395520.6M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,680,090505.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,594,750478.5M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,571,998561.5M $as of Mar 31, 2026
FMR LLC1,297,690390.4M $as of Mar 31, 2026
MORGAN STANLEY1,283,665386.2M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,093,406328.9M $as of Mar 31, 2026
SurgoCap Partners LP1,020,839307.1M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP1,002,977301.7K $as of Mar 31, 2026
CITADEL ADVISORS LLC923,471277.8M $as of Mar 31, 2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP893,006268.6M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC890,253267.8M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP881,506265.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP816,367245.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/803,428241.7M $as of Mar 31, 2026

Declared shareholders of LPL Financial Holdings Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.36 %4,300,570as of Mar 31, 2026 · SCHEDULE 13G
Dodge & Cox 5.20 %4,146,547as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of LPL Financial Holdings Inc". https://titelia.com/en/stocks/lpl-financial-holdings-inc-US50212V1008