Institutions / LPL Financial LLC

LPL Financial LLC

CIK 1403438 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$442.87B
Positions
5,995
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$442.87B+21.6%
$442.87B$403.47B$364.07BQ4 '25Q2 '26

Positions

5,995+6.0%
5,9955,8265,657Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 5,995 โ†’
CompanyClassValueShares% of portfolio
iShares Trโ€”$11.07B14,782,6092.5%
Invesco Qqq Trโ€”$7.81B10,606,7611.8%
State Str SPDR S&P 500 ETF Tโ€”$7.39B9,899,5021.7%
Apple Inc.โ€”$7.02B24,255,6941.6%
NVIDIA Corpโ€”$6.86B34,302,3921.5%
SPDR Series Trustโ€”$5.57B63,355,6141.3%
SPDR Series Trustโ€”$4.83B40,632,3711.1%
iShares Trโ€”$4.61B47,763,5421.0%
Vanguard Index Fdsโ€”$4.55B6,623,2891.0%
Amazon.com Incโ€”$4.08B17,124,0750.9%
Microsoft Corpโ€”$4.01B10,760,7400.9%
Capital Group Dividend Valueโ€”$4.00B81,072,2730.9%
iShares Incโ€”$3.98B48,071,4910.9%
Vanguard Index Fdsโ€”$3.81B10,308,0280.9%
iShares MSCI UAE ETFโ€”$3.70B162,613,2060.8%
Invesco Exch Traded Fd Tr IIโ€”$3.55B11,727,4340.8%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$3.32B48,787,0740.7%
Alphabet Inc.โ€”$3.25B9,098,0480.7%
SPDR Series Trustโ€”$3.16B52,010,6280.7%
Select Sector SPDR Trโ€”$3.01B15,806,1830.7%
iShares Trโ€”$2.97B21,564,7940.7%
iShares MSCI UAE ETFโ€”$2.93B13,335,5290.7%
Vanguard Scottsdale Fdsโ€”$2.88B27,064,8560.6%
Vanguard Index Fdsโ€”$2.87B33,367,7170.6%
iShares Trโ€”$2.87B62,170,1770.6%

Activity

Jun 30, 2026View full history โ†’
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q2 2026
as of
Add464287200$3.22B+4.3M
+41.02%
14,782,609
2.50% of portfolio
high
Q2 2026
as of
Add922908736$2.40B+27.9M
+507.69%
33,367,717
0.65% of portfolio
high
Q2 2026
as of
Add92206C714$1.66B+15.6M
+137.03%
27,064,856
0.65% of portfolio
high
Q2 2026
as of
Add464287614$1.45B+11.7M
+311.30%
15,446,900
0.43% of portfolio
high
Q2 2026
as of
Trim922908769$-1.40B-3.8M
-26.79%
10,308,028
0.86% of portfolio
high
Q2 2026
as of
Trim464287101$-1.29B-3.5M
-77.69%
1,010,763
0.08% of portfolio
high
Q2 2026
as of
Add92206C680$1.13B+8.9M
+108.50%
17,043,233
0.49% of portfolio
high
Q2 2026
as of
Trim464287655$-1.12B-3.7M
-49.88%
3,732,504
0.25% of portfolio
high
Q2 2026
as of
Add92204A702$1.08B+9.0M
+693.86%
10,335,429
0.28% of portfolio
high
Q2 2026
as of
Add78464A854$1.04B+11.8M
+22.99%
63,355,614
1.26% of portfolio
high