Who owns Lpl Financial Holdings Inc (LPLA)?
287 US mutual funds and ETFs from 146 fund families reported a position in LPLA for the quarter ending 2026-06-30. Against their own report a quarter earlier, 100 raised shares, 27 opened a new position, 100 cut and 39 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 6 | 31.0% |
| Dodge & Cox Funds | 3 | 15.7% |
| Janus Investment Fund | 5 | 13.4% |
| John Hancock Funds Iii | 2 | 8.6% |
| Ishares Trust | 10 | 4.9% |
| Vaneck Etf Trust | 1 | 4.2% |
Tracked managers holding LPLA
None of the managers Prior Moves tracks on 13F reports LPLA in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about LPLA. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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