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
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,630490.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
TETON Westwood Equity Fund Teton Westwood Funds 1,625488.8K $1.29 %0.00 %as of Mar 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 1,617486.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 1,602481.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 1,569524.2K $0.04 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 1,542515.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
Systematic Core Fund VALIC Co I 1,536461.4K $0.07 %0.00 %as of Feb 28, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 1,532460.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 1,524458.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 1,519457K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 1,420427.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 1,403468.8K $0.44 %0.00 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 1,403422.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,384416.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 1,383415.4K $0.08 %0.00 %as of Feb 27, 2026 ↗
JNL/Morningstar SMID Moat Focus Index Fund JNL Series Trust 1,338402.5K $0.56 %0.00 %as of Mar 31, 2026 ↗
Touchstone Variable Series Trust-Touchstone Balanced Fund Touchstone Variable Series Trust 1,334401.3K $0.91 %0.00 %as of Mar 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 1,330444.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 1,321396.8K $0.10 %0.00 %as of Feb 28, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 1,318396.5K $1.33 %0.00 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 1,316395.9K $0.25 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,301390.8K $0.09 %0.00 %as of Feb 28, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,283386K $0.06 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,271424.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
Nordea Stratega 70 Nordea Funds Ab 1,2563.6M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,256377.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 1,224367.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,205362K $0.05 %0.00 %as of Feb 28, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 1,2003.4M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
JNL/AB Sustainable Global Thematic Fund JNL Series Trust 1,187357.1K $1.42 %0.00 %as of Mar 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 1,150384.2K $1.07 %0.00 %as of Apr 30, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 1,141342.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 1,125338.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,109333.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 35 Nordea Funds Ab 1,0703.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,065320.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 1,023307.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 1,020306.4K $1.87 %0.00 %as of Feb 27, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,012304K $0.03 %0.00 %as of Feb 28, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 1,008336.8K $0.16 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 993331.8K $0.04 %0.00 %as of Apr 30, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 990330.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 946284.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 9332.7M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 920276.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 9162.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 901270.6K $0.05 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 900270.3K $0.12 %0.00 %as of Feb 27, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 874262.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 869261.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 868260.7K $0.01 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 8162.3M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 808270K $0.10 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 808243.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 808243.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 800240.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
TETON Westwood Balanced Fund Teton Westwood Funds 780234.6K $0.78 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 758227.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 750250.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
Virtus Tactical Allocation Series Virtus Variable Insurance Trust 749225.3K $0.39 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 740222.3K $0.03 %0.00 %as of Feb 27, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 727242.9K $0.04 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 709213K $0.05 %0.00 %as of Feb 28, 2026 ↗
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 706212.4K $3.61 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 683205.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Calvert VP SRI Mid Cap Portfolio Calvert Variable Series, Inc. 681204.9K $0.96 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 680204.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 662198.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 659198.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 654196.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust 645193.7K $0.58 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 6431.8M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 621186.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 607182.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 6021.7M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III 600180.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Catalyst Insider Buying Fund MUTUAL FUND SERIES TRUST 595179K $1.15 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 584175.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 5731.6M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 564169.7K $0.55 %0.00 %as of Mar 31, 2026 ↗
ProShares Equities for Rising Rates ETF ProShares Trust 560168.2K $1.54 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 5581.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 5381.5M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Sustainable U.S. Thematic Portfolio EQ Advisors Trust 528158.8K $1.41 %0.00 %as of Mar 31, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 518173.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
VanEck Morningstar Global Wide Moat ETF VanEck ETF Trust 470141.4K $0.85 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 463139.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 444133.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
US Vegan Climate ETF ETF Series Solutions 443148K $0.10 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 440132.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 439146.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 431129.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 416125.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 409136.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 4041.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 400120.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 392117.7K $0.11 %0.00 %as of Feb 28, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 387116.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 384128.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 379126.6K $0.03 %0.00 %as of Apr 30, 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