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Security record · archived quarter

LPL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
2Tracked holders
-3Δ holders
737.30KShares held
$2.29MReported value
+0New positions
−3Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

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 · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 704.79K +10.1% $2.19M 0.0% ▲ Add 2 SEC ↗
2 Citadel Advisors 32.51K +19.3% $101,109 0.0% ▲ Add 4 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Two Sigma Investments $140,268 was 0.0%
D. E. Shaw & Co. $122,499 was 0.0%
Millennium Management $64,163 was 0.0%

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: Q1 2025 · Methodology · Get this via the API