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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
47Tracked holders
+1Δ holders
28.21MShares held
$118.76MReported value
+1New positions
−0Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.2% · share flow +11.7% · net new positions +2.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
6 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
7 Morgan Stanley 10.69M +22.8% $44.99M 0.0% ▲ Add 2 SEC ↗
8 Dimensional Fund Advisors Lp 3.68M $15.50M 0.0% n/c 1 SEC ↗
9 Dimensional Fund Advisors Lp 3.68M $15.50M 0.0% n/c 1 SEC ↗
10 Dimensional Fund Advisors Lp 3.68M $15.50M 0.0% n/c 1 SEC ↗
11 Connor, Clark & Lunn Investment… 2.44M $10.26M 0.0% n/c 1 SEC ↗
12 American Century Companies Inc 2.01M $8.46M 0.0% n/c 1 SEC ↗
13 Arrowstreet Capital 1.61M +7.1% $6.79M 0.0% ▲ Add 2 SEC ↗
14 Corient Private Wealth LP 991.13K $4.17M 0.0% n/c 1 SEC ↗
15 Corient Private Wealth LP 991.13K $4.17M 0.0% n/c 1 SEC ↗
16 Corient Private Wealth LP 991.13K $4.17M 0.0% n/c 1 SEC ↗
17 State Street Global Advisors (passive) 804.27K +5.1% $3.39M 0.0% ▲ Add 5 SEC ↗
18 Millennium Management 776.35K +92.1% $3.27M 0.0% ▲ Add 3 SEC ↗
19 Marshall Wace 592.69K -30.9% $2.50M 0.0% ▼ Trim 3 SEC ↗
20 Marshall Wace 592.69K -30.9% $2.50M 0.0% ▼ Trim 3 SEC ↗
21 Marshall Wace 592.69K -30.9% $2.50M 0.0% ▼ Trim 3 SEC ↗
22 Renaissance Technologies 540.10K -3.0% $2.27M 0.0% ▼ Trim 3 SEC ↗
23 Two Sigma Investments 503.20K +186.2% $2.12M 0.0% ▲ Add 3 SEC ↗
24 Point72 Asset Management 386.16K New $1.63M 0.0% New 1 SEC ↗
25 Goldman Sachs Group 359.94K -2.3% $1.52M 0.0% ▼ Trim 2 SEC ↗
26 Goldman Sachs Group 359.94K -2.3% $1.52M 0.0% ▼ Trim 2 SEC ↗
27 Rhumbline Advisers 302.70K $1.27M 0.0% n/c 1 SEC ↗
28 UBS Group AG 288.35K $1.21M 0.0% n/c 1 SEC ↗
29 UBS Group AG 288.35K $1.21M 0.0% n/c 1 SEC ↗
30 Qube Research & Technologies Ltd 265.46K $1.12M 0.0% n/c 1 SEC ↗
31 Mariner, LLC 258.58K $1.09M 0.0% n/c 1 SEC ↗
32 Mariner, LLC 258.58K $1.09M 0.0% n/c 1 SEC ↗
33 Pnc Financial Services Group, Inc. 233.19K $981,726 0.0% n/c 1 SEC ↗
34 Pnc Financial Services Group, Inc. 233.19K $981,726 0.0% n/c 1 SEC ↗
35 Pnc Financial Services Group, Inc. 233.19K $981,726 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 233.19K $981,726 0.0% n/c 1 SEC ↗
37 JPMorgan Chase 170.14K +5954.8% $716,285 0.0% ▲ Add 2 SEC ↗
38 JPMorgan Chase 170.14K +5954.8% $716,285 0.0% ▲ Add 2 SEC ↗
39 JPMorgan Chase 170.14K +5954.8% $716,285 0.0% ▲ Add 2 SEC ↗
40 JPMorgan Chase 170.14K +5954.8% $716,285 0.0% ▲ Add 2 SEC ↗
41 JPMorgan Chase 170.14K +5954.8% $716,285 0.0% ▲ Add 2 SEC ↗
42 JPMorgan Chase 170.14K +5954.8% $716,285 0.0% ▲ Add 2 SEC ↗
43 Cerity Partners LLC 169.41K $713,215 0.0% n/c 1 SEC ↗
44 Cerity Partners LLC 169.41K $713,215 0.0% n/c 1 SEC ↗
45 Cerity Partners LLC 169.41K $713,215 0.0% n/c 1 SEC ↗
46 BlackRock (passive) 160.22K -9.2% $674,549 0.0% ▼ Trim 3 SEC ↗
47 Fidelity (FMR) 130.84K +17.1% $550,815 0.0% ▲ Add 3 SEC ↗
48 Fidelity (FMR) 130.84K +17.1% $550,815 0.0% ▲ Add 3 SEC ↗
49 Fidelity (FMR) 130.84K +17.1% $550,815 0.0% ▲ Add 3 SEC ↗
50 Bnp Paribas Financial Markets 110.82K $466,552 0.0% n/c 1 SEC ↗
51 First Trust Advisors Lp 97.62K $410,975 0.0% n/c 1 SEC ↗
52 Citadel Advisors 97.48K -50.4% $410,391 0.0% ▼ Trim 2 SEC ↗
53 Citigroup Inc 97.15K $408,989 0.0% n/c 1 SEC ↗
54 Citigroup Inc 97.15K $408,989 0.0% n/c 1 SEC ↗
55 Northern Trust Corp 86.40K $363,761 0.0% n/c 1 SEC ↗
56 Northern Trust Corp 86.40K $363,761 0.0% n/c 1 SEC ↗
57 Northern Trust Corp 86.40K $363,761 0.0% n/c 1 SEC ↗
58 Bank Of America Corp /De/ 66.67K $280,697 0.0% n/c 1 SEC ↗
59 Bank Of America Corp /De/ 66.67K $280,697 0.0% n/c 1 SEC ↗
60 Bank Of America Corp /De/ 66.67K $280,697 0.0% n/c 1 SEC ↗
61 Bank Of America Corp /De/ 66.67K $280,697 0.0% n/c 1 SEC ↗
62 AQR Capital Management 61.73K +68.1% $259,879 0.0% ▲ Add 3 SEC ↗
63 AQR Capital Management 61.73K +68.1% $259,879 0.0% ▲ Add 3 SEC ↗
64 Sei Investments Co 38.10K $160,410 0.0% n/c 1 SEC ↗
65 Susquehanna International Group, Llp 31.97K $134,585 0.0% n/c 1 SEC ↗
66 D. E. Shaw & Co. 31.23K -69.2% $131,478 0.0% ▼ Trim 2 SEC ↗
67 Cwm, Llc 27.62K $116,000 0.0% n/c 1 SEC ↗
68 Osaic Holdings, Inc. 20.30K $85,467 0.0% n/c 1 SEC ↗
69 Osaic Holdings, Inc. 20.30K $85,467 0.0% n/c 1 SEC ↗
70 Creative Planning 18.41K $77,503 0.0% n/c 1 SEC ↗
71 Blair William & Co/Il 15.90K $66,956 0.0% n/c 1 SEC ↗
72 Mercer Global Advisors Inc /Adv 12.44K $52,374 0.0% n/c 1 SEC ↗
73 Cetera Investment Advisers 12.27K $51,664 0.0% n/c 1 SEC ↗
74 Focus Partners Wealth 10.89K $45,861 0.0% n/c 1 SEC ↗
75 Simplex Trading, Llc 2.92K $12,288 0.0% n/c 1 SEC ↗
76 UBS AM, a distinct business unit of… 2.51K $10,571 0.0% n/c 1 SEC ↗
77 Group One Trading Llc 2.04K $8,580 0.0% n/c 1 SEC ↗
78 Northwestern Mutual Wealth… 1.41K $5,953 0.0% n/c 1 SEC ↗
79 Us Bancorp \De\ 749 $3,153 0.0% n/c 1 SEC ↗
80 Royal Bank Of Canada 469 $2,000 0.0% n/c 1 SEC ↗
81 Assetmark, Inc 390 $1,642 0.0% n/c 1 SEC ↗
82 Wells Fargo & Company/Mn 183 $769 0.0% n/c 1 SEC ↗
83 Wells Fargo & Company/Mn 183 $769 0.0% n/c 1 SEC ↗

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

New buyers

Point72 Asset Management $1.63M 0.0%

Exited

No tracked exits this quarter.

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: Q4 2025 · Methodology · Get this via the API