Filing Research | LG DISPLAY CO LTD Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	504.6KSH	$2.0M
2	SIGNATUREFD, LLC	Shares	277.8KSH	$1.1M
3	Ballentine Partners, LLC	Shares	249.8KSH	$971.7K
4	Generali Investments CEE, investicni spolecnost, a.s.	Shares	110.0KSH	$427.9K
5	GREENLEAF TRUST	Shares	89.6KSH	$348.7K
6	GAMMA Investing LLC	Shares	87.1KSH	$338.8K
7	Blue Trust, Inc.	Shares	85.5KSH	$332.7K
8	QRG CAPITAL MANAGEMENT, INC.	Shares	80.8KSH	$314.3K
9	BSW Wealth Partners	Shares	72.3KSH	$281.1K
10	Sivia Capital Partners, LLC	Shares	64.8KSH	$252.0K
11	Composition Wealth, LLC	Shares	37.6KSH	$146.2K
12	Diversified Trust Co	Shares	31.2KSH	$121.5K
13	Wellspring Financial Advisors, LLC	Shares	29.6KSH	$115.2K
14	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	29.2KSH	$113.7K
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.7KSH	$100.0K
16	Fragasso Financial Advisors Inc	Shares	24.7KSH	$96.0K
17	Elmwood Wealth Management, Inc.	Shares	24.0KSH	$93.4K
18	Merit Financial Group, LLC	Shares	22.6KSH	$88.1K
19	Foster Group, Inc.	Shares	21.2KSH	$82.5K
20	Valeo Financial Advisors, LLC	Shares	19.9KSH	$77.6K
21	PFG Advisors	Shares	17.6KSH	$68.7K
22	Plan A Wealth LLC	Shares	16.3KSH	$63.6K
23	FINANCIAL CONSULATE, INC	Shares	16.0KSH	$62.1K
24	Optas, LLC	Shares	15.5KSH	$60.3K
25	Essex Bank	Shares	13.8KSH	$53.5K
26	Canopy Partners, LLC	Shares	13.6KSH	$53.1K
27	Farther Finance Advisors, LLC	Shares	12.4KSH	$48.4K
28	Interchange Capital Partners, LLC	Shares	11.2KSH	$43.4K
29	EverSource Wealth Advisors, LLC	Shares	6.3KSH	$24.6K
30	Physician Wealth Advisors, Inc.	Shares	2.7KSH	$10.6K
31	JFS WEALTH ADVISORS, LLC	Shares	1.0KSH	$4.0K
32	Gleason Group, Inc.	Shares	957SH	$3.7K
33	IFP Advisors, Inc	Shares	522SH	$2.0K
34	Versant Capital Management, Inc	Shares	397SH	$1.5K
35	True Wealth Design, LLC	Shares	222SH	$864
36	Dogwood Wealth Management LLC	Shares	209SH	$813
37	LRI Investments, LLC	Shares	178SH	$692
38	Noble Wealth Management PBC	Shares	144SH	$560
39	Abound Wealth Management	Shares	139SH	$541
40	SBI Securities Co., Ltd.	Shares	51SH	$198
41	PARK AVENUE SECURITIES LLC	Shares	11.9KSH	$46

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

42 / 42 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+267.2K	+$1.0M	$2.0M
2	SIGNATUREFD, LLC added	Shares	+228.3K	+$888.6K	$1.1M
3	Ballentine Partners, LLC added	Shares	+192.3K	+$748.8K	$971.7K
4	GREENLEAF TRUST added	Shares	+66.8K	+$260.0K	$348.7K
5	Composition Wealth, LLC new	Shares	+37.6K	+$146.2K	$146.2K
6	BSW Wealth Partners added	Shares	+29.6K	+$115.5K	$281.1K
7	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+29.2K	+$113.7K	$113.7K
8	Generali Investments CEE, investicni spolecnost, a.s. added	Shares	+28.3K	+$110.8K	$427.9K
9	Elmwood Wealth Management, Inc. new	Shares	+24.0K	+$93.4K	$93.4K
10	Foster Group, Inc. new	Shares	+21.2K	+$82.5K	$82.5K
11	PFG Advisors new	Shares	+17.6K	+$68.7K	$68.7K
12	Optas, LLC new	Shares	+15.5K	+$60.3K	$60.3K
13	Canopy Partners, LLC new	Shares	+13.6K	+$53.1K	$53.1K
14	Diversified Trust Co added	Shares	+11.7K	+$45.8K	$121.5K
15	Merit Financial Group, LLC added	Shares	+11.2K	+$43.6K	$88.1K
16	Interchange Capital Partners, LLC new	Shares	+11.2K	+$43.4K	$43.4K
17	Valeo Financial Advisors, LLC added	Shares	+9.5K	+$36.9K	$77.6K
18	Sivia Capital Partners, LLC added	Shares	+9.1K	+$36.0K	$252.0K
19	Farther Finance Advisors, LLC added	Shares	+8.7K	+$33.5K	$48.4K
20	FINANCIAL CONSULATE, INC added	Shares	+8.0K	+$31.3K	$62.1K
21	Fragasso Financial Advisors Inc added	Shares	+5.4K	+$21.5K	$96.0K
22	GAMMA Investing LLC added	Shares	+3.8K	+$15.6K	$338.8K
23	Wellspring Financial Advisors, LLC added	Shares	+2.1K	+$8.5K	$115.2K
24	Plan A Wealth LLC added	Shares	+1.5K	+$6.1K	$63.6K
25	Physician Wealth Advisors, Inc. added	Shares	+1.2K	+$4.6K	$10.6K
26	Essex Bank added	Shares	+938	+$3.8K	$53.5K
27	Gleason Group, Inc. new	Shares	+957	+$3.7K	$3.7K
28	Versant Capital Management, Inc new	Shares	+397	+$1.5K	$1.5K
29	JFS WEALTH ADVISORS, LLC added	Shares	+219	+$860	$4.0K
30	Noble Wealth Management PBC new	Shares	+144	+$560	$560
31	LRI Investments, LLC added	Shares	+111	+$433	$692
32	IFP Advisors, Inc unchanged	Shares	0	+$6	$2.0K
33	Dogwood Wealth Management LLC unchanged	Shares	0	+$2	$813
34	Abound Wealth Management unchanged	Shares	0	+$1	$541
35	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$198
36	PARK AVENUE SECURITIES LLC trimmed	Shares	-880	-$4	$46
37	True Wealth Design, LLC trimmed	Shares	-6	-$21	$864
38	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-10.1K	-$39.0K	$100.0K
39	EverSource Wealth Advisors, LLC trimmed	Shares	-11.5K	-$44.5K	$24.6K
40	QRG CAPITAL MANAGEMENT, INC. trimmed	Shares	-13.8K	-$52.6K	$314.3K
41	Blue Trust, Inc. trimmed	Shares	-16.6K	-$63.4K	$332.7K
42	Avior Wealth Management, LLC exited	Shares	-51.4K	-$199.3K	$0