Cross-fund · 5 holders
LPLA
LPL FINL HLDGS INC
CUSIP 50212V100
5
Tracked holders
$4.99B
Aggregate value
15,052,380
Shares
6
Active funds
Funds holding LPLA
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| Vanguard | Institutional | Q4 2025 | $2.91B | 0.04% | -155,210 | -1.9% |
| BlackRock | Institutional | Q1 2026 | $1.50B | 0.03% | -14,769 | -0.3% |
| Citadel | Multi-Strategy | Q1 2026 | $293.1M | 0.05% | +550,825 | +130.1% |
| Millennium | Multi-Strategy | Q1 2026 | $272.0M | 0.11% | +590,543 | +188.4% |
| Point72FEAT | Multi-Strategy | Q1 2026 | $15.4M | 0.02% | +30,865 | +150.7% |
| BridgewaterFEAT | Macro | Q1 2026 | — | — | -118,294 | EXITED |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.