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
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 45,10913.6M $0.02 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 44,11514.7M $0.43 %0.06 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 41,66812.5M $0.05 %0.05 %as of Feb 28, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 41,62612.5M $0.64 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 41,51813.9M $0.04 %0.05 %as of Apr 30, 2026 ↗
MFS Growth Series MFS VARIABLE INSURANCE TRUST 40,73412.3M $0.63 %0.05 %as of Mar 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 40,61112.2M $0.94 %0.05 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 40,14312.1M $0.25 %0.05 %as of Mar 31, 2026 ↗
Columbia Select Mid Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 40,13612.1M $0.61 %0.05 %as of Feb 28, 2026 ↗
EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust 40,07812.1M $2.47 %0.05 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 39,89113.3M $0.38 %0.05 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 39,65313.2M $0.16 %0.05 %as of Apr 30, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 39,17511.8M $2.36 %0.05 %as of Mar 31, 2026 ↗
JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust 38,59011.6M $0.82 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 38,56411.6M $0.04 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Strategic Growth Fund VALIC Co I 38,18811.5M $1.05 %0.05 %as of Feb 28, 2026 ↗
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II 38,00011.4M $0.54 %0.05 %as of Mar 31, 2026 ↗
AB Growth Fund AB PORTFOLIOS 37,85012.6M $0.82 %0.05 %as of Apr 30, 2026 ↗
NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS 37,56612.6M $1.33 %0.05 %as of Apr 30, 2026 ↗
JNL/WMC Value Fund JNL Series Trust 37,31811.2M $1.28 %0.05 %as of Mar 31, 2026 ↗
HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC 36,51111M $0.73 %0.05 %as of Mar 31, 2026 ↗
Swedbank Robur Small Cap Global Swedbank Robur Fonder AB 36,000103.2M SEK1.91 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 35,77810.8M $0.36 %0.05 %as of Mar 31, 2026 ↗
Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST 34,90610.5M $2.25 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 34,68010.4M $0.60 %0.04 %as of Mar 31, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 34,50010.4M $1.01 %0.04 %as of Mar 31, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 34,47611.5M $0.10 %0.04 %as of Apr 30, 2026 ↗
Boston Partners All-Cap Value Fund RBB Fund, Inc. 34,01810.2M $0.79 %0.04 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 33,71710.1M $0.01 %0.04 %as of Mar 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 33,40310M $0.92 %0.04 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 33,0999.9M $0.09 %0.04 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 32,50010.9M $0.52 %0.04 %as of Apr 30, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 31,9659.6M $1.43 %0.04 %as of Mar 31, 2026 ↗
Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 30,9429.3M $2.57 %0.04 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 30,6149.2M $0.04 %0.04 %as of Mar 31, 2026 ↗
Growth Portfolio PACIFIC SELECT FUND 29,4148.8M $0.64 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 29,3009.8M $0.33 %0.04 %as of Apr 30, 2026 ↗
1919 Socially Responsive Balanced Fund Advisor Managed Portfolios 29,0768.7M $1.02 %0.04 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 28,9748.7M $0.16 %0.04 %as of Mar 31, 2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 28,8358.7M $1.47 %0.04 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust 28,3168.5M $0.91 %0.04 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 28,3048.5M $0.32 %0.04 %as of Mar 31, 2026 ↗
VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust 27,8588.4M $1.29 %0.04 %as of Feb 28, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 27,6518.3M $0.26 %0.04 %as of Mar 31, 2026 ↗
Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios 27,4088.2M $2.44 %0.03 %as of Mar 31, 2026 ↗
Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) 27,2399.1M $0.40 %0.03 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 26,7808.1M $0.03 %0.03 %as of Mar 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 26,6318M $0.94 %0.03 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 26,5728.9M $0.21 %0.03 %as of Apr 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 26,5198M $0.14 %0.03 %as of Feb 28, 2026 ↗
John Hancock Disciplined Value Select ETF John Hancock Exchange-Traded Fund Trust 26,3197.9M $1.62 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 25,6278.6M $0.04 %0.03 %as of Apr 30, 2026 ↗
Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 25,4927.7M $1.53 %0.03 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 25,1607.6M $1.34 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 25,0508.4M $0.03 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 24,2038.1M $0.04 %0.03 %as of Apr 30, 2026 ↗
Janus Henderson Global Research Portfolio JANUS ASPEN SERIES 24,0107.2M $0.74 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 23,9478M $0.40 %0.03 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 23,9008M $0.33 %0.03 %as of Apr 30, 2026 ↗
abrdn U.S. Sustainable Leaders Fund abrdn Funds 23,8548M $2.53 %0.03 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 23,2637M $0.41 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 22,8106.9M $0.03 %0.03 %as of Feb 28, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 22,58164.7M SEK0.23 %0.03 %as of Mar 31, 2026 ↗
MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST 22,3966.7M $2.11 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 22,2247.4M $0.04 %0.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST 21,9586.6M $1.59 %0.03 %as of Mar 31, 2026 ↗
Mid-Cap Value Portfolio PACIFIC SELECT FUND 21,8096.6M $1.64 %0.03 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 21,7006.5M $0.04 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 21,4346.4M $0.04 %0.03 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 21,2536.4M $0.01 %0.03 %as of Feb 28, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 20,9917M $0.32 %0.03 %as of Apr 30, 2026 ↗
LVIP American Century Capital Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,2916.1M $1.45 %0.03 %as of Mar 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 20,1006M $1.00 %0.03 %as of Mar 31, 2026 ↗
Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust 19,2605.8M $1.38 %0.02 %as of Mar 31, 2026 ↗
Victory Growth Fund Victory Portfolios III 19,1316.4M $0.26 %0.02 %as of Apr 30, 2026 ↗
Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 19,1165.8M $0.84 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 18,7636.3M $0.04 %0.02 %as of Apr 30, 2026 ↗
Victory Aggressive Growth Fund Victory Portfolios III 18,6116.2M $0.23 %0.02 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 18,3565.5M $0.06 %0.02 %as of Feb 28, 2026 ↗
VOYA LARGE-CAP GROWTH FUND Voya Equity Trust 18,1545.5M $0.70 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 18,1256.1M $0.05 %0.02 %as of Apr 30, 2026 ↗
CTIVP - Westfield Mid Cap Growth Fund Columbia Funds Variable Series Trust II 18,0205.4M $2.22 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 17,7585.3M $0.05 %0.02 %as of Feb 28, 2026 ↗
Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,6585.3M $0.55 %0.02 %as of Mar 31, 2026 ↗
US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 17,5845.3M $1.39 %0.02 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 16,7865M $0.79 %0.02 %as of Feb 28, 2026 ↗
Calvert Balanced Fund Calvert Social Investment Fund 16,4004.9M $0.36 %0.02 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 16,0005.3M $0.08 %0.02 %as of Apr 30, 2026 ↗
Clarkston Partners Fund ALPS SERIES TRUST 16,0004.8M $1.54 %0.02 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,6525.2M $0.10 %0.02 %as of Apr 30, 2026 ↗
Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust 15,5764.7M $1.25 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 15,2535.1M $0.20 %0.02 %as of Apr 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 15,1605.1M $0.27 %0.02 %as of Apr 30, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 15,00543M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 14,8884.5M $0.44 %0.02 %as of Feb 28, 2026 ↗
Trillium ESG Global Equity Fund Perpetual Americas Funds Trust 14,5284.4M $0.63 %0.02 %as of Mar 31, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 14,2554.3M $0.32 %0.02 %as of Mar 31, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 14,1874.3M $0.46 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. 14,0204.2M $1.08 %0.02 %as of Feb 28, 2026 ↗
Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust 13,9244.2M $1.65 %0.02 %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
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Titelia. "Fund shareholders of LPL Financial Holdings Inc". https://titelia.com/en/stocks/lpl-financial-holdings-inc-US50212V1008