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Security record

LPL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
56Tracked holders
+3Δ holders
69.72MShares held
$271.27MReported value
+7New positions
−4Exits
Strongly Rising 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.7% · share flow +30.0% · net new positions +5.4% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 56 +3 69.72M $271.27M +7 −4
Q1 2026 54 +6 39.08M $151.58M +8 −2
Q4 2025 47 +1 28.21M $118.76M +1 —
Q3 2025 14 +3 13.96M $72.88M +3 —
Q2 2025 8 +4 1.03M $3.53M +5 −1
Q1 2025 2 -3 737.30K $2.29M — −3
Q4 2024 5 -1 774.07K $2.38M +1 −2
Q3 2024 5 +1 343.09K $1.39M +1 —
Q2 2024 4 — 494.59K $2.04M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 20.30M +34.1% $78.96M 0.0% ▲ Add 4 SEC ↗ ×6
2 BlackRock ✦ (passive) 18.84M +350.2% $73.29M 0.0% ▲ Add 5 SEC ↗ ×2
3 Creative Planning 3.27M +260.2% $12.74M 0.0% ▲ Add 3 SEC ↗ ×2
4 American Century Companies Inc 2.95M +10.9% $11.46M 0.0% ▲ Add 3 SEC ↗
5 Goldman Sachs Group ✦ 2.93M +119.6% $11.39M 0.0% ▲ Add 4 SEC ↗ ×2
6 Dimensional Fund Advisors Lp 2.81M -16.0% $10.94M 0.0% ▼ Trim 3 SEC ↗ ×3
7 Marshall Wace ✦ 2.74M +119.6% $10.67M 0.0% ▲ Add 5 SEC ↗ ×3
8 UBS Group AG 2.31M +460.7% $9.00M 0.0% ▲ Add 3 SEC ↗ ×4
9 D. E. Shaw & Co. ✦ 1.64M +92.0% $6.39M 0.0% ▲ Add 4 SEC ↗
10 Two Sigma Investments ✦ 1.49M +58.1% $5.79M 0.0% ▲ Add 5 SEC ↗
11 Connor, Clark & Lunn Investment… 1.29M -29.1% $5.01M 0.0% ▼ Trim 3 SEC ↗ ×2
12 Millennium Management ✦ 1.17M +3449.1% $4.55M 0.0% ▲ Add 5 SEC ↗
13 State Street Global Advisors ✦ (passive) 852.93K -0.1% $3.32M 0.0% ▼ Trim 7 SEC ↗
14 Rhumbline Advisers 626.76K +60.8% $2.44M 0.0% ▲ Add 3 SEC ↗
15 Corient Private Wealth LP 597.52K +25.1% $2.32M 0.0% ▲ Add 3 SEC ↗
16 Renaissance Technologies ✦ 559.18K +217.0% $2.18M 0.0% ▲ Add 5 SEC ↗
17 Cerity Partners LLC 492.28K +46.4% $1.91M 0.0% ▲ Add 3 SEC ↗ ×3
18 Pnc Financial Services Group, Inc. 446.45K +39.4% $1.74M 0.0% ▲ Add 3 SEC ↗ ×4
19 Fidelity (FMR) ✦ 430.74K +51.4% $1.68M 0.0% ▲ Add 5 SEC ↗ ×3
20 Mariner, LLC 419.34K +12.5% $1.63M 0.0% ▲ Add 3 SEC ↗
21 Citigroup Inc 384.09K +197.9% $1.49M 0.0% ▲ Add 3 SEC ↗ ×2
22 JPMorgan Chase ✦ 347.99K +129.8% $1.38M 0.0% ▲ Add 4 SEC ↗ ×5
23 Us Bancorp \De\ 340.60K +321.9% $1.32M 0.0% ▲ Add 3 SEC ↗ ×2
24 Simplex Trading, Llc 339.83K +12.6% $1.32M 0.0% ▲ Add 3 SEC ↗
25 Point72 Asset Management ✦ 259.80K -19.6% $1.01M 0.0% ▼ Trim 3 SEC ↗
26 First Trust Advisors Lp 258.66K +12.6% $1.01M 0.0% ▲ Add 3 SEC ↗
27 Jane Street Group, Llc 207.11K New $805,646 0.0% New 1 SEC ↗ ×2
28 Group One Trading Llc 178.90K +24.5% $695,913 0.0% ▲ Add 3 SEC ↗
29 AQR Capital Management ✦ 134.47K +111.3% $523,090 0.0% ▲ Add 5 SEC ↗ ×2
30 Bnp Paribas Financial Markets 117.59K +131.7% $457,429 0.0% ▲ Add 3 SEC ↗
31 Rockefeller Capital Management L.P. 108.77K +1747.4% $423,127 0.0% ▲ Add 2 SEC ↗ ×3
32 Bank Of America Corp /De/ 106.27K +386.6% $413,387 0.0% ▲ Add 3 SEC ↗ ×2
33 Osaic Holdings, Inc. 101.50K +66.7% $394,842 0.0% ▲ Add 3 SEC ↗ ×3
34 Northern Trust Corp 94.29K +4.5% $366,800 0.0% ▲ Add 3 SEC ↗ ×3
35 Bank Of Montreal /Can/ 84.63K +522.5% $329,218 0.0% ▲ Add 2 SEC ↗ ×3
36 HighTower Advisors, LLC 78.16K +66.5% $304,046 0.0% ▲ Add 2 SEC ↗
37 Mercer Global Advisors Inc /Adv 73.25K +453.9% $284,963 0.0% ▲ Add 3 SEC ↗
38 Sei Investments Co 71.17K +27.6% $276,830 0.0% ▲ Add 3 SEC ↗
39 Schroder Investment Management Group 46.99K -9.8% $186,570 0.0% ▼ Trim 2 SEC ↗
40 Blair William & Co/Il 32.30K +25.9% $128,231 0.0% ▲ Add 3 SEC ↗
41 IMC-Chicago, LLC 32.72K New $127,285 0.0% New 1 SEC ↗
42 Focus Partners Wealth 29.34K +74.8% $114,116 0.0% ▲ Add 3 SEC ↗
43 Commonwealth Equity Services, Llc 27.19K -2.2% $105,770 0.0% ▼ Trim 2 SEC ↗
44 UBS AM, a distinct business unit of… 17.20K 0.0% $66,920 0.0% Held 3 SEC ↗
45 Mml Investors Services, Llc 15.89K +6.8% $61,828 0.0% ▲ Add 2 SEC ↗
46 Cetera Investment Advisers 15.12K +3.7% $58,821 0.0% ▲ Add 3 SEC ↗
47 Allspring Global Investments… 15.49K +35.1% $56,531 0.0% ▲ Add 2 SEC ↗
48 Nuveen, LLC 12.29K New $47,797 0.0% New 1 SEC ↗
49 Envestnet Asset Management Inc 10.18K New $39,612 0.0% New 1 SEC ↗
50 Peak6 Llc 6.18K New $24,025 0.0% New 1 SEC ↗
51 Barclays Plc 4.47K -99.1% $17,377 0.0% ▼ Trim 2 SEC ↗
52 Northwestern Mutual Wealth… 1.41K 0.0% $5,500 0.0% Held 3 SEC ↗
53 Deutsche Bank Ag\ 601 New $2,338 0.0% New 1 SEC ↗
54 Wells Fargo & Company/Mn 320 +27.5% $1,246 0.0% ▲ Add 3 SEC ↗ ×2
55 Assetmark, Inc 270 -1.1% $1,050 0.0% ▼ Trim 3 SEC ↗
56 National Bank Of Canada /Fi/ 55 New $213 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Jane Street Group, Llc $805,646 0.0%
IMC-Chicago, LLC $127,285 0.0%
Nuveen, LLC $47,797 0.0%
Envestnet Asset Management Inc $39,612 0.0%
Peak6 Llc $24,025 0.0%
Deutsche Bank Ag\ $2,338 0.0%
National Bank Of Canada /Fi/ $213 0.0%

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 156 holders, 43.83M shares, $169.45M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API