Filing Research | LPLA - LPL FINL HLDGS INC Institutional Holdings

Snapshot holdings

50 / 162 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	747.1KSH	$210.4M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	349.2KSH	$98.4M
3	Capricorn Fund Managers Ltd	Shares	194.8KSH	$54.9M
4	Perpetual Ltd	Shares	121.5KSH	$34.2M
5	FAMILY WEALTH PARTNERS, LLC	Shares	69.1KSH	$19.5M
6	Foster Victor Wealth Advisors, LLC	Shares	52.4KSH	$16.9M
7	LBP AM SA	Shares	29.2KSH	$8.2M
8	KWB Wealth	Shares	28.8KSH	$8.1M
9	TRAN CAPITAL MANAGEMENT, L.P.	Shares	28.2KSH	$7.9M
10	Swedbank AB	Shares	26.6KSH	$7.5M
11	Y-Intercept (Hong Kong) Ltd	Shares	26.5KSH	$7.5M
12	IFM Investors Pty Ltd	Shares	20.8KSH	$5.9M
13	Winthrop Advisory Group LLC	Shares	19.8KSH	$5.6M
14	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	19.0KSH	$5.4M
15	REINHART PARTNERS, LLC.	Shares	18.6KSH	$5.2M
16	ARGENT CAPITAL MANAGEMENT LLC	Shares	15.9KSH	$4.5M
17	United Asset Strategies, Inc.	Shares	14.4KSH	$4.1M
18	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	13.0KSH	$3.7M
19	PensionDanmark Pensionsforsikringsaktieselskab	Shares	12.3KSH	$3.5M
20	Annex Advisory Services, LLC	Shares	12.1KSH	$3.4M
21	Police & Firemen's Retirement System of New Jersey	Shares	12.0KSH	$3.4M
22	Gradient Investments LLC	Shares	11.7KSH	$3.3M
23	Mirae Asset Global Investments Co., Ltd.	Shares	11.5KSH	$3.2M
24	Oak Thistle LLC	Shares	11.4KSH	$3.2M
25	Oliver Luxxe Assets LLC	Shares	11.2KSH	$3.1M
26	Cornerstone Wealth Management, LLC	Shares	10.7KSH	$3.0M
27	Segment Wealth Management, LLC	Shares	10.0KSH	$2.8M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.0KSH	$2.5M
29	GREENLEAF TRUST	Shares	8.9KSH	$2.5M
30	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	8.7KSH	$2.4M
31	Morningstar Investment Management LLC	Shares	7.8KSH	$2.4M
32	Avanza Fonder AB	Shares	8.0KSH	$2.3M
33	HM PAYSON & CO	Shares	7.4KSH	$2.1M
34	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	7.4KSH	$2.1M
35	Robeco Institutional Asset Management B.V.	Shares	7.2KSH	$2.0M
36	CGN Advisors LLC	Shares	6.7KSH	$1.9M
37	GATEWAY INVESTMENT ADVISERS LLC	Shares	6.6KSH	$1.9M
38	JAMES INVESTMENT RESEARCH, INC.	Shares	6.0KSH	$1.7M
39	FULTON BANK, N.A.	Shares	5.0KSH	$1.4M
40	Fideuram Asset Management (Ireland) dac	Shares	4.6KSH	$1.4M
41	Merit Financial Group, LLC	Shares	4.7KSH	$1.3M
42	ABN AMRO INVESTMENT SOLUTIONS	Shares	4.6KSH	$1.3M
43	Presidio Capital Management, LLC	Shares	4.5KSH	$1.3M
44	TT International Asset Management LTD	Shares	4.0KSH	$1.2M
45	Leelyn Smith, LLC	Shares	3.8KSH	$1.1M
46	Buttonwood Financial Advisors Inc.	Shares	3.7KSH	$1.0M
47	ARQ WEALTH ADVISORS, LLC	Shares	3.0KSH	$987.1K
48	Envestnet Portfolio Solutions, Inc.	Shares	3.5KSH	$972.4K
49	QRG CAPITAL MANAGEMENT, INC.	Shares	3.4KSH	$970.3K
50	SHELTON WEALTH MANAGEMENT, LLC	Shares	3.4KSH	$967.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 187 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+730.6K	+$205.5M	$210.4M
2	Capricorn Fund Managers Ltd new	Shares	+194.8K	+$54.9M	$54.9M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+26.5K	+$7.5M	$7.5M
4	TRAN CAPITAL MANAGEMENT, L.P. added	Shares	+26.3K	+$7.4M	$7.9M
5	Oak Thistle LLC added	Shares	+9.4K	+$2.6M	$3.2M
6	Fideuram Asset Management (Ireland) dac new	Shares	+4.6K	+$1.4M	$1.4M
7	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+4.6K	+$1.2M	$1.9M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+422	+$310.0K	$2.5M
9	Legacy Wealth Asset Management, LLC new	Shares	+988	+$278.3K	$278.3K
10	Robeco Institutional Asset Management B.V. added	Shares	+1.4K	+$275.0K	$2.0M
11	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.1K	+$254.2K	$1.3M
12	Patriot Financial Group Insurance Agency, LLC new	Shares	+899	+$253.2K	$253.2K
13	Buttonwood Financial Advisors Inc. added	Shares	+1.1K	+$251.3K	$1.0M
14	Malaga Cove Capital, LLC added	Shares	+847	+$222.9K	$468.7K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.9K	+$207.7K	$5.4M
16	Yorktown Management & Research Co Inc added	Shares	+750	+$171.0K	$802.8K
17	Annex Advisory Services, LLC added	Shares	+1.2K	+$114.7K	$3.4M
18	CGN Advisors LLC added	Shares	+762	+$101.4K	$1.9M
19	STEPH & CO new	Shares	+286	+$80.6K	$80.6K
20	IFM Investors Pty Ltd added	Shares	+1.6K	+$71.0K	$5.9M
21	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+1.0K	+$67.3K	$3.5M
22	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+209	+$58.9K	$58.9K
23	ARQ WEALTH ADVISORS, LLC trimmed	Shares	-75	+$57.5K	$987.1K
24	Segment Wealth Management, LLC added	Shares	+798	+$48.7K	$2.8M
25	Golden State Wealth Management, LLC added	Shares	+205	+$47.8K	$203.9K
26	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+162	+$27.5K	$312.9K
27	Versant Capital Management, Inc added	Shares	+83	+$21.4K	$53.0K
28	Crewe Advisors LLC new	Shares	+68	+$19.2K	$19.2K
29	Wedmont Private Capital added	Shares	+6	+$11.6K	$492.7K
30	Gradient Investments LLC added	Shares	+774	+$9.4K	$3.3M
31	Cape Investment Advisory, Inc. new	Shares	+15	+$4.2K	$4.2K
32	Creative Capital Management Investments LLC new	Shares	+14	+$3.9K	$3.9K
33	Wealth Enhancement Trust Services, Inc. added	Shares	+12	+$3.3K	$4.8K
34	WEST PACES ADVISORS INC. new	Shares	+10	+$2.8K	$2.8K
35	WEBSTER BANK, N. A. new	Shares	+9	+$2.5K	$2.5K
36	Trust Co added	Shares	+10	+$1.7K	$19.2K
37	Cromwell Holdings LLC added	Shares	+7	+$1.7K	$5.9K
38	IFP Advisors, Inc added	Shares	+28	+$687	$113.8K
39	Valued Wealth Advisors LLC added	Shares	+3	+$653	$3.7K
40	SALEM INVESTMENT COUNSELORS INC new	Shares	+2	+$564	$564
41	Davis Capital Management new	Shares	+2	+$563	$563
42	Handelsbanken Fonder AB added	Shares	+3.3K	+$492	$7.3K
43	Hughes Financial Services, LLC added	Shares	+2	+$429	$2.5K
44	Darwin Wealth Management, LLC new	Shares	0	+$214	$214
45	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+1	+$155	$155
46	CX Institutional added	Shares	+17	+$4	$17
47	Activest Wealth Management new	Shares	0	$0	$0
48	Ameliora Wealth Management Ltd. unchanged	Shares	0	$0	$94.7K
49	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
50	Morningstar Investment Management LLC unchanged	Shares	0	$0	$2.4M

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