★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Cetera Investment Advisers ⇄ LPL Financial LLC

60Shared positions
70.0%Name overlap (Jaccard)
15+Only Cetera…
15+Only LPL Financial…

Shared holdings · Q2 2026

SecurityCetera Investment… weightLPL Financial LLC weight
IVV iShares Core S&P 500 ETF 3.2% 2.5%
AAPL Apple Inc. 1.9% 1.6%
NVDA NVIDIA Corporation 1.8% 1.5%
QQQ Invesco QQQ Trust, Series… 1.5% 1.8%
SPY State Street SPDR S&P 500… 1.3% 1.7%
VOO Vanguard S&P 500 ETF 1.4% 1.0%
VTV Vanguard Morningstar… 1.6% 0.6%
IEFA iShares Core MSCI EAFE ETF 1.0% 1.0%
VTI Vanguard Morningstar… 1.2% 0.9%
MSFT Microsoft Corporation 1.0% 0.9%
AMZN Amazon.com, Inc. 1.0% 0.9%
VUG Vanguard Morningstar… 1.1% 0.6%
AGG iShares Core U.S.… 1.4% 0.3%
CGDV Capital Group Dividend… 0.8% 0.9%
WT WisdomTree, Inc. 0.8% 0.9%
SPYM State Street SPDR… 0.4% 1.3%
VONG Vanguard Russell 1000… 1.1% 0.5%
GOOGL Alphabet Inc. 0.7% 0.7%
IEMG iShares Core MSCI… 0.6% 0.9%
QQQM Invesco NASDAQ 100 ETF 0.7% 0.8%
SPYG State Street SPDR… 0.4% 1.1%
IVW iShares S&P 500 Growth ETF 0.6% 0.7%
DYNF iShares U.S. Equity… 0.5% 0.7%
IUSB iShares Core Universal… 0.6% 0.6%
AVGO Broadcom Inc. 0.6% 0.6%
IWF iShares Russell 1000… 0.7% 0.4%
IVE iShares S&P 500 Value ETF 0.6% 0.5%
CGGR Capital Group Growth ETF 0.5% 0.6%
GOVT iShares U.S. Treasury… 0.2% 0.8%
GOOG Alphabet Inc. 0.5% 0.5%
XLK State Street Technology… 0.3% 0.7%
VEA Vanguard FTSE Developed… 0.5% 0.5%
SCHD Schwab U.S. Dividend… 0.7% 0.2%
RDVY First Trust Rising… 0.3% 0.6%
SPYV State Street SPDR… 0.2% 0.7%
IJR iShares Core S&P… 0.4% 0.5%
SCHG Schwab U.S. Large-Cap… 0.6% 0.3%
MU Micron Technology, Inc. 0.5% 0.4%
BUFR FT Vest Laddered Buffer… 0.5% 0.4%
BRK-B Berkshire Hathaway Inc. 0.5% 0.4%
QUAL iShares MSCI USA Quality… 0.2% 0.7%
JPM JPMorgan Chase & Co. 0.4% 0.4%
META Meta Platforms, Inc. 0.4% 0.4%
BND Vanguard Total Bond… 0.5% 0.3%
AMD Advanced Micro Devices… 0.5% 0.3%
MBB iShares MBS ETF 0.2% 0.6%
LLY Eli Lilly and Company 0.4% 0.3%
SMH VanEck Semiconductor ETF 0.3% 0.4%
IWM iShares Russell 2000 ETF 0.5% 0.3%
IUSG iShares Core S&P U.S.… 0.1% 0.6%
TSLA Tesla, Inc. 0.4% 0.3%
VONV Vanguard Russell 1000… 0.0% 0.6%
VO Vanguard Morningstar… 0.4% 0.3%
VYM Vanguard High Dividend… 0.4% 0.3%
MUB iShares National Muni… 0.4% 0.3%
VIG Vanguard Dividend… 0.3% 0.4%
IJH iShares Core S&P Mid-Cap… 0.3% 0.4%
GLD SPDR Gold Shares 0.3% 0.4%
VXUS Vanguard Total… 0.5% 0.1%
DGRO iShares Core Dividend… 0.2% 0.4%

Distinctively Cetera Investment…

XIJN 0.0%
GBND 0.0%
ACYN 0.0%
MSTB 0.0%
JHCP 0.0%
PSCX 0.0%
XBAP 0.0%
MMSD 0.0%
XIMR 0.0%
XBJA 0.0%
XEMD 0.0%
SQMX 0.0%
KBDC 0.0%
GIGL 0.0%
XBOC 0.0%

Distinctively LPL Financial LLC

FWD Alliance Bernstein -… 0.1%
EMEQ 0.0%
LRGG 0.0%
JUSA 0.0%
FRWD 0.0%
BKDV BNY Mellon Dynamic… 0.0%
HYFI 0.0%
JSI 0.0%
ECON 0.0%
QLTY 0.0%
ALLW 0.0%
CLOI 0.0%
LSGR 0.0%
TAFI Alliance Bernstein -… 0.0%
FISR 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology