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 | |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Stock Fund Dodge & Cox Funds | 2,790,827 | 839.6M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,548,176 | 766.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 3 | Growth Fund of America Growth Fund of America | 2,471,468 | 742.4M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 4 | MidCap Fund Principal Funds, Inc | 1,988,698 | 664.5M $ | 2.64 % | as of Apr 30, 2026 · Original filing |
| 5 | Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 1,828,994 | 550.2M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| 6 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,729,462 | 520.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 7 | Disciplined Value Mid Cap Fund John Hancock Funds III | 1,178,852 | 354.6M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 8 | MFS Value Fund MFS SERIES TRUST I | 1,122,714 | 337.2M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 9 | VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,017,418 | 306.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 10 | VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 920,870 | 277M $ | 2.38 % | as of Mar 31, 2026 · Original filing |
| 11 | MFS Mid Cap Growth Fund MFS Series Trust IV | 897,884 | 269.7M $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 893,679 | 268.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 13 | MFS Growth Fund MFS Series Trust II | 793,014 | 238.2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 14 | Disciplined Value Fund John Hancock Funds III | 754,161 | 226.9M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 15 | VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 609,097 | 183.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares Russell Mid-Cap Growth ETF iShares Trust | 534,931 | 160.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 17 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 418,521 | 125.7M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 18 | iShares Russell 1000 Growth ETF iShares Trust | 321,298 | 96.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 19 | Janus Henderson Research Fund JANUS INVESTMENT FUND | 320,278 | 96.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 20 | iShares Russell Mid-Cap ETF iShares Trust | 304,168 | 91.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 21 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 295,162 | 98.6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 22 | Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 290,532 | 87.4M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| 23 | FPA Crescent Fund Investment Managers Series Trust III | 283,826 | 85.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 24 | Janus Henderson Triton Fund JANUS INVESTMENT FUND | 279,673 | 84.1M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| 25 | Nomura Mid Cap Growth Fund IVY FUNDS | 256,251 | 77.1M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| 26 | Heritage Fund American Century Mutual Funds, Inc. | 245,564 | 82.1M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| 27 | Franklin Income Fund Franklin Custodian Funds | 240,000 | 72.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Value Fund Fidelity Capital Trust | 239,225 | 79.9M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 29 | Dodge & Cox Global Stock Fund Dodge & Cox Funds | 236,424 | 71.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 30 | Dodge & Cox Balanced Fund Dodge & Cox Funds | 234,200 | 70.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 31 | Victory Sycamore Established Value Fund Victory Portfolios | 220,000 | 66.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 32 | JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 208,968 | 62.9M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 33 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 200,152 | 60.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 34 | Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 181,961 | 54.7M $ | 2.81 % | as of Mar 31, 2026 · Original filing |
| 35 | Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 170,626 | 51.3M $ | 3.58 % | as of Mar 31, 2026 · Original filing |
| 36 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 160,787 | 48.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 37 | Capital Group Growth ETF Capital Group Growth ETF | 158,207 | 47.5M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 38 | Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 153,414 | 46.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 39 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust | 152,598 | 45.9M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 40 | Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 152,307 | 45.8M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 149,636 | 44.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 42 | Janus Henderson Venture Fund JANUS INVESTMENT FUND | 149,510 | 45M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| 43 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 147,511 | 49.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 44 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 146,364 | 48.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 45 | Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 141,036 | 47.1M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 46 | Franklin Small-Mid Cap Growth Fund Franklin Strategic Series | 139,948 | 46.8M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| 47 | Capital World Growth & Income Fund Capital World Growth & Income Fund | 138,905 | 41.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 48 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 133,679 | 40.2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 49 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 131,090 | 39.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 50 | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust | 130,732 | 39.3M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| 51 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 130,485 | 39.3M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 52 | iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 128,146 | 38.6M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| 53 | Column Mid Cap Select Fund Trust for Professional Managers | 125,860 | 37.8M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| 54 | EQ/Janus Enterprise Portfolio EQ Advisors Trust | 119,986 | 36.1M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 55 | AP7 Aktiefond Sjunde AP-fonden | 119,875 | 343.5M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 118,462 | 35.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 57 | PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 114,211 | 34.3M $ | 1.84 % | as of Feb 27, 2026 · Original filing |
| 58 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 113,317 | 37.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 59 | Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 102,166 | 30.7M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 60 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 101,031 | 30.3M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 61 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 100,878 | 30.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 62 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 97,330 | 29.3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 63 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 94,011 | 28.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 64 | Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 93,600 | 28.1M $ | 2.84 % | as of Feb 28, 2026 · Original filing |
| 65 | Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 92,307 | 27.7M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 66 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 91,683 | 30.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 67 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 88,990 | 29.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 68 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 82,873 | 24.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 69 | LargeCap Growth Fund I Principal Funds, Inc | 79,451 | 26.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 70 | Voya Large Cap Growth Portfolio Voya Investors Trust | 78,453 | 23.6M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 71 | Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 74,964 | 22.6M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 72 | CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II | 72,660 | 21.9M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 73 | Nuveen Equity Index Fund TIAA-CREF Funds | 65,644 | 21.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 74 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 65,409 | 21.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 75 | Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust | 64,909 | 19.5M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 76 | First Trust WCM Focused Global Growth Fund First Trust Series Fund | 62,785 | 18.9M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 77 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 61,320 | 20.5M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 78 | Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 61,172 | 18.4M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 79 | Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 60,000 | 18M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 80 | AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 58,480 | 19.5M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 81 | JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 57,472 | 17.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 82 | iShares Russell 1000 ETF iShares Trust | 57,040 | 17.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 83 | JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 56,028 | 16.9M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| 84 | BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 55,000 | 16.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 85 | MFS Value Portfolio Brighthouse Funds Trust II | 53,414 | 16.1M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 86 | DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 52,226 | 15.7M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 87 | BBH Select Mid Cap ETF BBH Trust | 49,969 | 16.7M $ | 3.21 % | as of Apr 30, 2026 · Original filing |
| 88 | LargeCap Value Fund III Principal Funds, Inc | 48,710 | 16.3M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 89 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 48,394 | 16.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 90 | Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 48,135 | 14.5M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 91 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 48,033 | 14.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 92 | Large Cap Index Master Portfolio Master Investment Portfolio | 47,769 | 14.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 93 | Baron Durable Advantage Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 47,584 | 14.3M $ | 2.96 % | as of Mar 31, 2026 · Original filing |
| 94 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 47,386 | 15.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 95 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 46,961 | 14.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 96 | VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 46,582 | 14M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 97 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 46,433 | 13.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 98 | U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,207 | 15.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 99 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 46,100 | 13.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 100 | LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 45,723 | 13.8M $ | 0.64 % | 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 |