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 | |
|---|---|---|---|---|---|
| 401 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,630 | 490.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 402 | TETON Westwood Equity Fund Teton Westwood Funds | 1,625 | 488.8K $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 403 | Venerable World Equity Fund Venerable Variable Insurance Trust | 1,617 | 486.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 404 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 1,602 | 481.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 405 | iShares Morningstar U.S. Equity ETF iShares Trust | 1,569 | 524.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 406 | Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 1,542 | 515.2K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 407 | Systematic Core Fund VALIC Co I | 1,536 | 461.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 408 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 1,532 | 460.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 409 | AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 1,524 | 458.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 410 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 1,519 | 457K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 411 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 1,420 | 427.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 412 | American Beacon Balanced Fund AMERICAN BEACON FUNDS | 1,403 | 468.8K $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 413 | The Institutional U.S. Equity Portfolio HC Capital Trust | 1,403 | 422.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 414 | The U.S. Equity Portfolio HC Capital Trust | 1,384 | 416.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 415 | Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 1,383 | 415.4K $ | 0.08 % | as of Feb 27, 2026 · Original filing |
| 416 | JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust | 1,338 | 402.5K $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 417 | Touchstone Variable Series Trust-Touchstone Balanced Fund Touchstone Variable Series Trust | 1,334 | 401.3K $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 418 | TCW Transform 500 ETF TCW ETF Trust | 1,330 | 444.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 419 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 1,321 | 396.8K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 420 | Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust | 1,318 | 396.5K $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 421 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 1,316 | 395.9K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 422 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,301 | 390.8K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 423 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 1,283 | 386K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 424 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,271 | 424.7K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 425 | Nordea Stratega 70 Nordea Funds Ab | 1,256 | 3.6M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 426 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,256 | 377.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 427 | Growth Fund VALIC Co I | 1,224 | 367.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 428 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 1,205 | 362K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 429 | Skandia Nordamerika Exponering Skandia Fonder AB | 1,200 | 3.4M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 430 | JNL/AB Sustainable Global Thematic Fund JNL Series Trust | 1,187 | 357.1K $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 431 | YORKTOWN SMALL CAP FUND American Pension Investors Trust | 1,150 | 384.2K $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| 432 | AB US Equity ETF AB Active ETFs, Inc. | 1,141 | 342.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 433 | JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | 1,125 | 338.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 434 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,109 | 333.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 435 | Nordea Stratega 35 Nordea Funds Ab | 1,070 | 3.1M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 436 | MOA ALL AMERICA FUND MoA Funds Corp | 1,065 | 320.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 437 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 1,023 | 307.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 438 | PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust | 1,020 | 306.4K $ | 1.87 % | as of Feb 27, 2026 · Original filing |
| 439 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,012 | 304K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 440 | MFS Global Alternative Strategy Fund MFS Series Trust XV | 1,008 | 336.8K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 441 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 993 | 331.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 442 | Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 990 | 330.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 443 | Voya Balanced Income Portfolio Voya Investors Trust | 946 | 284.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 444 | SEB Global Sustainable Companies Fund SEB Funds AB | 933 | 2.7M SEK | 0.20 % | as of Mar 31, 2026 · Original filing |
| 445 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 920 | 276.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 446 | Nordea Stratega 50 Nordea Funds Ab | 916 | 2.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 447 | Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 901 | 270.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 448 | Xtrackers Russell US Multifactor ETF DBX ETF Trust | 900 | 270.3K $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| 449 | BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 874 | 262.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 450 | New Covenant Growth Fund NEW COVENANT FUNDS | 869 | 261.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 451 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 868 | 260.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 452 | Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 816 | 2.3M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 453 | Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 808 | 270K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 454 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 808 | 243.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 455 | JNL/Mellon World Index Fund JNL Series Trust | 808 | 243.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 456 | T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 800 | 240.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 457 | TETON Westwood Balanced Fund Teton Westwood Funds | 780 | 234.6K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 458 | Longview Advantage ETF RBB Fund Trust | 758 | 227.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 459 | Wilmington Large-Cap Strategy Fund Wilmington Funds | 750 | 250.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 460 | Virtus Tactical Allocation Series Virtus Variable Insurance Trust | 749 | 225.3K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 461 | Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 740 | 222.3K $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| 462 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 727 | 242.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 463 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 709 | 213K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 464 | Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust | 706 | 212.4K $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 465 | WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 683 | 205.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 466 | Calvert VP SRI Mid Cap Portfolio Calvert Variable Series, Inc. | 681 | 204.9K $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 467 | State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 680 | 204.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 468 | Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 662 | 198.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 469 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 659 | 198.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 470 | Sofi Select 500 ETF Tidal Trust I | 654 | 196.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 471 | MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust | 645 | 193.7K $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 472 | Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 643 | 1.8M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 473 | Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 621 | 186.8K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 474 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 607 | 182.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 475 | Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 602 | 1.7M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 476 | VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 600 | 180.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 477 | Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST | 595 | 179K $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| 478 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 584 | 175.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 479 | Avanza USA Avanza Fonder AB | 573 | 1.6M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 480 | Point Bridge America First ETF ETF Series Solutions | 564 | 169.7K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 481 | ProShares Equities for Rising Rates ETF ProShares Trust | 560 | 168.2K $ | 1.54 % | as of Feb 28, 2026 · Original filing |
| 482 | Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 558 | 1.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 483 | SPP Generation 70-tal Storebrand Asset Management AS | 538 | 1.5M SEK | 0.00 % | as of Mar 31, 2026 · Original filing |
| 484 | EQ/AB Sustainable U.S. Thematic Portfolio EQ Advisors Trust | 528 | 158.8K $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 485 | Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust | 518 | 173.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 486 | VanEck Morningstar Global Wide Moat ETF VanEck ETF Trust | 470 | 141.4K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 487 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 463 | 139.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 488 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 444 | 133.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 489 | US Vegan Climate ETF ETF Series Solutions | 443 | 148K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 490 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 440 | 132.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 491 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 439 | 146.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 492 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 431 | 129.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 493 | Gateway Equity Call Premium Fund Gateway Trust | 416 | 125.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 494 | Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc | 409 | 136.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 495 | Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 404 | 1.2M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 496 | Large Capital Growth Fund VALIC Co I | 400 | 120.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 497 | Longboard Fund NORTHERN LIGHTS FUND TRUST II | 392 | 117.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 498 | Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 387 | 116.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 499 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 384 | 128.3K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 500 | AMT Diversified Equity Fund ADVISER MANAGED TRUST | 379 | 126.6K $ | 0.03 % | as of Apr 30, 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 |