Titelia

Fund shareholders of LPL Financial Holdings Inc

ISIN US50212V1008 · United States · LEI 549300XROQ4Y8G2L7682

Fund shareholders
547
Of which ETFs
141 406 other funds
Value held
≈ 9.6B $ 9.5B $ · 684.7M SEK · 395.1K €
Share of capital
41.8 % of 78.7M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 38,32610.8M $0.03 %0.05 %as of Jun 30, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 37,94010.7M $0.69 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 37,74210.3M $0.08 %0.05 %as of May 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 37,53713.3M $0.03 %0.05 %as of Jul 31, 2026 ↗
DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds 36,40910.3M $1.63 %0.05 %as of Jun 30, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 36,30512.8M $1.19 %0.05 %as of Jul 31, 2026 ↗
Swedbank Robur Small Cap Global Swedbank Robur Fonder AB 36,000103.2M SEK1.91 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 34,4379.7M $0.01 %0.04 %as of Jun 30, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 32,8439M $0.68 %0.04 %as of May 31, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 32,3009.1M $0.75 %0.04 %as of Jun 30, 2026 ↗
VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust 31,6148.7M $1.47 %0.04 %as of May 31, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 31,60411.2M $0.09 %0.04 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 30,4798.6M $0.22 %0.04 %as of Jun 30, 2026 ↗
MFS Growth Series MFS VARIABLE INSURANCE TRUST 30,4438.6M $0.40 %0.04 %as of Jun 30, 2026 ↗
Victory Growth Fund Victory Portfolios III 30,31310.7M $0.45 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 30,0488.5M $1.73 %0.04 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 29,8618.4M $0.03 %0.04 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 29,8498.4M $0.24 %0.04 %as of Jun 30, 2026 ↗
Victory Aggressive Growth Fund Victory Portfolios III 29,63510.5M $0.40 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 29,30010.4M $0.37 %0.04 %as of Jul 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 29,0118.2M $0.04 %0.04 %as of Jun 30, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 28,8358.1M $1.20 %0.04 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 28,3727.8M $0.18 %0.04 %as of May 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust 28,3168M $0.81 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 27,9047.9M $0.25 %0.04 %as of Jun 30, 2026 ↗
1919 Socially Responsive Balanced Fund Advisor Managed Portfolios 27,6687.8M $0.86 %0.04 %as of Jun 30, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 27,3567.7M $1.42 %0.03 %as of Jun 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 27,3207.7M $0.22 %0.03 %as of Jun 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 26,7807.5M $0.02 %0.03 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 26,7689.5M $0.21 %0.03 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 26,7537.3M $0.01 %0.03 %as of May 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 26,5197.3M $0.13 %0.03 %as of May 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 26,5009.4M $1.39 %0.03 %as of Jul 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 25,9847.1M $0.65 %0.03 %as of May 31, 2026 ↗
VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 25,6567.2M $0.71 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 25,2638.9M $0.04 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 24,9948.8M $0.03 %0.03 %as of Jul 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 24,7827M $1.15 %0.03 %as of Jun 30, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 24,0338.5M $0.39 %0.03 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 23,9086.5M $0.03 %0.03 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 23,7998.4M $0.04 %0.03 %as of Jul 31, 2026 ↗
Growth Portfolio PACIFIC SELECT FUND 23,7066.7M $0.39 %0.03 %as of Jun 30, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,7028.4M $0.13 %0.03 %as of Jul 31, 2026 ↗
Janus Henderson VIT Global Research Portfolio Janus Aspen Series 23,6966.7M $0.61 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 23,2246.5M $1.56 %0.03 %as of Jun 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 22,8548.1M $0.04 %0.03 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 22,58164.7M SEK0.23 %0.03 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 22,3287.9M $0.34 %0.03 %as of Jul 31, 2026 ↗
Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust 22,2377.9M $0.29 %0.03 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 22,0436.2M $0.33 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 21,2736M $0.03 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 21,0617.4M $0.31 %0.03 %as of Jul 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 20,9537.4M $0.30 %0.03 %as of Jul 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 20,3647.2M $0.05 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 20,1517.1M $0.06 %0.03 %as of Jul 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 19,1645.2M $0.77 %0.02 %as of May 31, 2026 ↗
Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust 19,0156.7M $1.92 %0.02 %as of Jul 31, 2026 ↗
Calvert Balanced Fund Calvert Social Investment Fund 19,0005.4M $0.36 %0.02 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 18,8676.7M $0.05 %0.02 %as of Jul 31, 2026 ↗
Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust 18,8455.3M $0.07 %0.02 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 18,8165.3M $0.32 %0.02 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 18,7055.1M $0.05 %0.02 %as of May 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 18,6486.6M $0.04 %0.02 %as of Jul 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 18,2005.1M $0.75 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 18,0164.9M $0.04 %0.02 %as of May 31, 2026 ↗
CTIVP - Westfield Mid Cap Growth Fund Columbia Funds Variable Series Trust II 17,9005M $1.83 %0.02 %as of Jun 30, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NYLIM VP FUNDS TRUST 17,8785M $0.70 %0.02 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 17,4006.2M $0.05 %0.02 %as of Jul 31, 2026 ↗
Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust 17,1134.8M $0.90 %0.02 %as of Jun 30, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,4884.6M $0.63 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 16,1855.7M $0.21 %0.02 %as of Jul 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 16,0145.7M $0.03 %0.02 %as of Jul 31, 2026 ↗
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 16,0005.7M $0.08 %0.02 %as of Jul 31, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 16,0004.5M $1.55 %0.02 %as of Jun 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 15,9304.4M $0.64 %0.02 %as of May 31, 2026 ↗
Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust 15,8944.5M $1.62 %0.02 %as of Jun 30, 2026 ↗
Putnam VT Sustainable Leaders Fund Putnam Variable Trust 15,8804.5M $0.48 %0.02 %as of Jun 30, 2026 ↗
VOYA LARGE-CAP GROWTH FUND Voya Equity Trust 15,7994.3M $0.54 %0.02 %as of May 31, 2026 ↗
iShares MSCI USA Quality GARP ETF iShares Trust 15,7194.4M $0.18 %0.02 %as of Jun 30, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,6994.4M $0.30 %0.02 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,4415.5M $0.10 %0.02 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 15,4004.2M $0.09 %0.02 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 15,1984.3M $0.04 %0.02 %as of Jun 30, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 15,1454.1M $0.87 %0.02 %as of May 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 15,00543M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 14,8415.2M $0.20 %0.02 %as of Jul 31, 2026 ↗
Stock Portfolio Stock Portfolio 14,4944.1M $0.52 %0.02 %as of Jun 30, 2026 ↗
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 14,2004M $0.45 %0.02 %as of Jun 30, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 13,9774.9M $0.08 %0.02 %as of Jul 31, 2026 ↗
Trillium ESG Global Equity Fund Perpetual Americas Funds Trust 13,9613.9M $0.52 %0.02 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 13,9384.9M $0.04 %0.02 %as of Jul 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 13,8723.8M $0.03 %0.02 %as of May 31, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 13,3543.7M $0.93 %0.02 %as of May 31, 2026 ↗
NYLIM Balanced Fund NYLIM FUNDS TRUST 13,2194.7M $1.04 %0.02 %as of Jul 31, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NYLIM VP FUNDS TRUST 13,1033.7M $0.38 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,0303.6M $0.03 %0.02 %as of May 31, 2026 ↗
MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST 13,0143.7M $1.03 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 12,7593.6M $0.26 %0.02 %as of Jun 30, 2026 ↗
Boston Partners Long/Short Research Fund RBB Fund, Inc. 12,6933.5M $0.59 %0.02 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 12,6713.5M $0.56 %0.02 %as of May 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 4.65 %as of Jun 30, 2026 ↗
Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II 3.86 %as of May 31, 2026 ↗
BBH Select Mid Cap ETF BBH Trust 3.45 %as of Jul 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 3.36 %as of Jun 30, 2026 ↗
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 3.36 %as of Jun 30, 2026 ↗
ICON EQUITY FUND SCM Trust 3.29 %as of Jun 30, 2026 ↗
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 3.28 %as of Jun 30, 2026 ↗
Virtus KAR Mid-Cap ETF Virtus ETF Trust II 3.18 %as of Jul 31, 2026 ↗
Cromwell Tran Focus Fund Total Fund Solution 3.00 %as of Jun 30, 2026 ↗
Janus Henderson Enterprise Fund Janus Investment Fund 2.80 %as of Jun 30, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3510-2132,696,001-10.8 %
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
JANUS HENDERSON GROUP Ltd. 5.30 %4,198,356as of Jun 30, 2026 · SCHEDULE 13G
Boston Partners 5.01 %4,004,972as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

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