Trade Filings

Antique route map of roads converging on a single obelisk crossroads

Gestor A Gestor B

LPL Financial LLC ⇄ Osaic Holdings, Inc.

60Posiciones compartidas

78.3%Superposición de nombres (Jaccard)

15+Solo LPL Financial…

15+Solo Osaic…

Posiciones compartidas · Q2 2026

Valor	LPL Financial LLC ponderación	Osaic Holdings, Inc. ponderación
AAPL Apple Inc.	1.6%	3.0%
IVV iShares Core S&P 500 ETF	2.5%	1.7%
NVDA NVIDIA Corporation	1.5%	2.2%
QQQ Invesco QQQ Trust, Series…	1.8%	1.8%
SPY State Street SPDR S&P 500…	1.7%	1.3%
MSFT Microsoft Corporation	0.9%	1.4%
VOO Vanguard S&P 500 ETF	1.0%	1.2%
VTI Vanguard Morningstar…	0.9%	1.2%
SPYM State Street SPDR…	1.3%	0.8%
AMZN Amazon.com, Inc.	0.9%	1.1%
GOOGL Alphabet Inc.	0.7%	0.9%
CGDV Capital Group Dividend…	0.9%	0.7%
XLK State Street Technology…	0.7%	0.8%
WT WisdomTree, Inc.	0.9%	0.6%
VUG Vanguard Morningstar…	0.6%	0.8%
SPYG State Street SPDR…	1.1%	0.4%
QQQM Invesco NASDAQ 100 ETF	0.8%	0.5%
IEFA iShares Core MSCI EAFE ETF	1.0%	0.3%
VTV Vanguard Morningstar…	0.6%	0.7%
IEMG iShares Core MSCI…	0.9%	0.4%
AVGO Broadcom Inc.	0.6%	0.6%
GOOG Alphabet Inc.	0.5%	0.7%
CGGR Capital Group Growth ETF	0.6%	0.5%
BRK-B Berkshire Hathaway Inc.	0.4%	0.7%
RDVY First Trust Rising…	0.6%	0.4%
DYNF iShares U.S. Equity…	0.7%	0.3%
SCHG Schwab U.S. Large-Cap…	0.3%	0.7%
VIG Vanguard Dividend…	0.4%	0.6%
IVW iShares S&P 500 Growth ETF	0.7%	0.3%
VEA Vanguard FTSE Developed…	0.5%	0.5%
JPM JPMorgan Chase & Co.	0.4%	0.5%
IWF iShares Russell 1000…	0.4%	0.5%
GOVT iShares U.S. Treasury…	0.8%	0.1%
SPYV State Street SPDR…	0.7%	0.2%
META Meta Platforms, Inc.	0.4%	0.5%
MU Micron Technology, Inc.	0.4%	0.5%
LLY Eli Lilly and Company	0.3%	0.5%
IJR iShares Core S&P…	0.5%	0.3%
QUAL iShares MSCI USA Quality…	0.7%	0.2%
IUSB iShares Core Universal…	0.6%	0.2%
VONV Vanguard Russell 1000…	0.6%	0.1%
GLD SPDR Gold Shares	0.4%	0.4%
BUFR FT Vest Laddered Buffer…	0.4%	0.4%
TSLA Tesla, Inc.	0.3%	0.4%
SPDW State Street SPDR…	0.4%	0.3%
IUSG iShares Core S&P U.S.…	0.6%	0.1%
IJH iShares Core S&P Mid-Cap…	0.4%	0.3%
VONG Vanguard Russell 1000…	0.5%	0.2%
SMH VanEck Semiconductor ETF	0.4%	0.3%
RSP Invesco S&P 500 Equal…	0.3%	0.4%
IVE iShares S&P 500 Value ETF	0.5%	0.2%
CAT Caterpillar Inc.	0.3%	0.4%
MBB iShares MBS ETF	0.6%	0.1%
SCHD Schwab U.S. Dividend…	0.2%	0.4%
SECT Main Sector Rotation ETF	0.1%	0.5%
AGG iShares Core U.S.…	0.3%	0.3%
AMD Advanced Micro Devices…	0.3%	0.3%
VB Vanguard Morningstar…	0.2%	0.4%
SGOV iShares 0-3 Month…	0.2%	0.3%
VGT Vanguard Information…	0.3%	0.3%

De forma distintiva LPL Financial LLC

LRGG	0.0%
IDEQ	0.0%
EXUS	0.0%
FSCC	0.0%
AVLC	0.0%
HFGO	0.0%
FLMB	0.0%
LQTI	0.0%
DSPY Tema S&P 500…	0.0%
ESN	0.0%
RUNN	0.0%
BTCW	0.0%
SH	0.0%
CGV	0.0%
BTCO	0.0%

De forma distintiva Osaic Holdings, Inc.

EMAT	0.1%
FNGS	0.0%
CSRE	0.0%
CSPF	0.0%
TSAT	0.0%
ABUS Arbutus Biopharma Corp	0.0%
XBAP	0.0%
EALT	0.0%
CGIB	0.0%
ISVL	0.0%
CPS Cooper-Standard…	0.0%
ACDC	0.0%
PFRL	0.0%
BUXX	0.0%
FRBA	0.0%

Procedencia: Solapamiento calculado en tiempo real a partir de las posiciones en acciones ordinarias declaradas por ambos gestores para Q2 2026. Solo posiciones largas declaradas — las coberturas y los activos no incluidos en el 13F son invisibles. Metodología

Comparar gestores

LPL Financial LLC ⇄ Osaic Holdings, Inc.

Posiciones compartidas · Q2 2026

De forma distintiva LPL Financial LLC

De forma distintiva Osaic Holdings, Inc.