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 | |
|---|---|---|---|---|---|
| 201 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 13,791 | 4.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 202 | Columbia Variable Portfolio - Select Mid Cap Growth Fund Columbia Funds Variable Series Trust II | 13,680 | 4.1M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 203 | Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 13,672 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 204 | Buffalo Mid Cap Discovery Fund Buffalo Funds | 13,500 | 4.1M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 205 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,308 | 4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 206 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 13,177 | 4M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| 207 | Stock Portfolio Stock Portfolio | 12,765 | 3.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 208 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 12,702 | 3.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 209 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 12,675 | 3.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 210 | Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 12,400 | 3.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 211 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 12,379 | 3.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 212 | Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 12,302 | 3.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 213 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,243 | 3.7M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 214 | Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 12,214 | 4.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 215 | Boston Partners Long/Short Research Fund RBB Fund, Inc. | 12,046 | 3.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 216 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 11,972 | 4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 217 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 11,797 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 218 | Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 11,516 | 3.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 219 | VALUE EQUITY FUND GuideStone Funds | 11,332 | 3.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 220 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,148 | 3.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 221 | NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 11,115 | 3.7M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 222 | Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 10,963 | 3.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| 223 | Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 10,820 | 3.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 224 | Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 10,818 | 3.6M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| 225 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,812 | 3.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 226 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 10,709 | 3.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 227 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 10,600 | 3.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 228 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,592 | 3.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 229 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 10,468 | 3.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 230 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 10,449 | 3.1M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 231 | JNL/AQR Large Cap Defensive Style Fund JNL Series Trust | 10,324 | 3.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 232 | U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,111 | 3.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 233 | JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 10,093 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 234 | Clarkston Founders Fund ALPS SERIES TRUST | 10,000 | 3M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 235 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 9,708 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 236 | Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 9,702 | 2.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 237 | Fidelity Advisor Value Fund Fidelity Advisor Series I | 9,347 | 3.1M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 238 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 9,274 | 2.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 239 | SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 9,250 | 3.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 240 | JNL Multi-Manager Mid Cap Fund JNL Series Trust | 9,100 | 2.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 241 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 8,958 | 2.7M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 242 | American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 8,769 | 2.6M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 243 | Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust | 8,739 | 2.6M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 244 | Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 8,701 | 2.6M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| 245 | NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 8,695 | 2.6M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 246 | Janus Henderson Research Portfolio JANUS ASPEN SERIES | 8,681 | 2.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 247 | iShares Morningstar Mid-Cap ETF iShares Trust | 8,617 | 2.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 248 | TIFF MULTI-ASSET FUND TIFF Investment Program | 8,500 | 2.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 249 | F/m Large Cap Focused Fund RBB Fund, Inc. | 8,418 | 2.5M $ | 3.16 % | as of Feb 28, 2026 · Original filing |
| 250 | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 8,229 | 2.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 251 | AQR Large Cap Momentum Style Fund AQR Funds | 8,227 | 2.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 252 | Victory RS Growth Fund Victory Portfolios | 8,000 | 2.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 253 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7,900 | 2.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 254 | Victory Growth & Income Fund Victory Portfolios III | 7,897 | 2.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 255 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 7,795 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 256 | MFS Active Value ETF MFS Active Exchange Traded Funds Trust | 7,795 | 2.3M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 257 | Reinhart Mid Cap PMV Fund Managed Portfolio Series | 7,690 | 2.3M $ | 2.47 % | as of Feb 28, 2026 · Original filing |
| 258 | Lord Abbett Global Equity Fund LORD ABBETT SECURITIES TRUST | 7,667 | 2.6M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 259 | Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 7,623 | 2.3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 260 | MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 7,561 | 2.3M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 261 | iShares Morningstar Growth ETF iShares Trust | 7,501 | 2.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 262 | Avanza Global Avanza Fonder AB | 7,470 | 21.4M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 263 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,451 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 264 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 7,398 | 2.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 265 | First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,304 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 266 | Harbor Long-Term Growers ETF Harbor ETF Trust | 7,242 | 2.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 267 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 7,155 | 2.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 268 | EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 7,122 | 2.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 269 | Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 7,066 | 2.1M $ | 3.87 % | as of Feb 28, 2026 · Original filing |
| 270 | Clarkston Fund ALPS SERIES TRUST | 7,000 | 2.1M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| 271 | Virtus Tactical Allocation Fund Virtus Equity Trust | 6,959 | 2.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 272 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 6,835 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 273 | ICON EQUITY FUND SCM Trust | 6,800 | 2M $ | 4.34 % | as of Mar 31, 2026 · Original filing |
| 274 | PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 6,794 | 2M $ | 1.42 % | as of Feb 27, 2026 · Original filing |
| 275 | AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 6,740 | 2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 276 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 6,667 | 19.1M SEK | 0.05 % | as of Mar 31, 2026 · Original filing |
| 277 | NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 6,625 | 2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 278 | Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN | 6,624 | 2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 279 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,614 | 2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 280 | Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 6,609 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 281 | Eaton Vance Growth Fund Eaton Vance Special Investment Trust | 6,598 | 2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 282 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 6,538 | 2.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 283 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,441 | 1.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 284 | iShares MSCI World ETF iShares, Inc. | 6,391 | 1.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 285 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 6,364 | 1.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 286 | WisdomTree U.S. Quality Growth Fund WisdomTree Trust | 6,316 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 287 | Calvert Small/Mid-Cap Fund Calvert Management Series | 6,192 | 1.9M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 288 | Baron Financials ETF Baron ETF Trust | 6,176 | 1.9M $ | 4.05 % | as of Mar 31, 2026 · Original filing |
| 289 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 6,126 | 1.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 290 | VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 6,002 | 1.8M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 291 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,890 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 292 | PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 5,871 | 2M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 293 | TCW Durable Growth ETF TCW ETF Trust | 5,836 | 1.9M $ | 2.72 % | as of Apr 30, 2026 · Original filing |
| 294 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 5,818 | 1.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 295 | CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 5,800 | 1.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 296 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 5,723 | 16.4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 297 | MoA Mid Cap Growth Fund MoA Funds Corp | 5,571 | 1.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 298 | EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 5,540 | 1.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 299 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,204 | 1.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 300 | SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 5,152 | 1.5M $ | 0.53 % | 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 |