LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 5)
772 institutional investment managers reported a LPLA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LPLA 13F holders ranked 401–500 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Union Bancaire Privee, UBP SA#401 · 2,820 sh | 2,820 | $757.9K | <0.01% | +5.9% |
| 402 | Vestcor#402 · 2,689 sh | 2,689 | $757.0K | 0.02% | 0.0% |
| 403 | LMR Partners LLP#403 · 2,655 sh | 2,655 | $747.9K | <0.01% | New |
| 404 | Concurrent Investment Advisors#404 · 2,622 sh | 2,622 | $738.6K | — | +40.0% |
| 405 | Parallel Advisors#405 · 2,615 sh | 2,615 | $736.6K | 0.01% | -3.5% |
| 406 | Farther Finance Advisors#406 · 2,597 sh | 2,597 | $731.2K | — | +2.5% |
| 407 | PRUDENTIAL FINANCIAL#407 · 2,596 sh | 2,596 | $731.2K | <0.01% | +43.3% |
| 408 | PRINCIPAL SECURITIES#408 · 2,594 sh | 2,594 | $730.7K | <0.01% | -6.7% |
| 409 | Generali Asset Management SPA SGR#409 · 2,588 sh | 2,588 | $729.0K | — | -23.2% |
| 410 | Fieldview Capital Management#410 · 2,577 sh | 2,577 | $725.9K | 0.21% | -11.9% |
| 411 | NewEdge Advisors#411 · 2,531 sh | 2,531 | $713.0K | <0.01% | New |
| 412 | 2Xideas AG#412 · 2,524 sh | 2,524 | $711.0K | 0.31% | -77.4% |
| 413 | Garrett Wealth Advisory Group#413 · 2,508 sh | 2,508 | $706.5K | — | 0.0% |
| 414 | Allspring Global Investments#414 · 2,408 sh | 2,408 | $706.2K | <0.01% | -4.2% |
| 415 | Dockside#415 · 2,452 sh | 2,452 | $690.7K | 0.16% | New |
| 416 | MetLife Investment Management#416 · 2,426 sh | 2,426 | $683.4K | <0.01% | -50.5% |
| 417 | FOX RUN MANAGEMENT, L.L.C.#417 · 2,411 sh | 2,411 | $679.1K | 0.11% | New |
| 418 | North Dakota State Investment Board#418 · 2,369 sh | 2,369 | $667.3K | 0.03% | +2.9% |
| 419 | VALLEY WEALTH MANAGERS#419 · 2,333 sh | 2,333 | $657.2K | — | +5.9% |
| 420 | DAVENPORT#420 · 2,328 sh | 2,328 | $655.8K | — | +1.8% |
| 421 | MACQUARIE GROUP LTD#421 · 2,324 sh | 2,324 | $654.6K | <0.01% | -7.2% |
| 422 | Waverly Advisors#422 · 2,299 sh | 2,299 | $647.6K | <0.01% | -16.1% |
| 423 | Root Financial Partners#423 · 2,284 sh | 2,284 | $643.4K | — | +0.2% |
| 424 | LONDON OF VIRGINIA#424 · 2,270 sh | 2,270 | $639.4K | <0.01% | 0.0% |
| 425 | Greenline Partners#425 · 2,266 sh | 2,266 | $638.3K | 0.06% | 0.0% |
| 426 | Gilbert & Cook#426 · 2,250 sh | 2,250 | $633.8K | 0.07% | +12.4% |
| 427 | Kestra Advisory Services#427 · 2,240 sh | 2,240 | $631.0K | <0.01% | -10.3% |
| 428 | HOHIMER WEALTH MANAGEMENT#428 · 2,211 sh | 2,211 | $622.7K | 0.06% | +4.1% |
| 429 | Wealthfront Advisers#429 · 2,208 sh | 2,208 | $621.9K | <0.01% | -77.0% |
| 430 | IHT Wealth Management#430 · 2,207 sh | 2,207 | $621.8K | 0.01% | -19.8% |
| 431 | KEYBANK NATIONAL ASSOCIATION#431 · 2,203 sh | 2,203 | $620.5K | <0.01% | +21.6% |
| 432 | Mattson Financial Services#432 · 1,874 sh | 1,874 | $619.9K | 0.13% | +13.9% |
| 433 | UNITED CAPITAL FINANCIAL ADVISORS#433 · 2,193 sh | 2,193 | $617.7K | <0.01% | +4.8% |
| 434 | Beacon Pointe Advisors#434 · 2,135 sh | 2,135 | $601.3K | <0.01% | -43.3% |
| 435 | Larson Financial Group#435 · 2,128 sh | 2,128 | $599.4K | 0.02% | +19.7% |
| 436 | ProShare Advisors#436 · 2,112 sh | 2,112 | $594.9K | <0.01% | New |
| 437 | THRIVENT FINANCIAL FOR LUTHERANS#437 · 2,143 sh | 2,143 | $591.0K | <0.01% | -3.6% |
| 438 | Stratos Wealth Partners, LTD.#438 · 2,089 sh | 2,089 | $588.4K | <0.01% | +0.2% |
| 439 | Kentucky Retirement Systems Insurance Fund#439 · 2,088 sh | 2,088 | $588.1K | 0.04% | -0.4% |
| 440 | PARK AVENUE SECURITIES#440 · 2,088 sh | 2,088 | $588.0K | — | -9.3% |
| 441 | LVW Advisors#441 · 2,084 sh | 2,084 | $587.0K | — | -11.6% |
| 442 | NATIONS FINANCIAL GROUP , /IA#442 · 1,972 sh | 1,972 | $555.5K | 0.03% | -49.6% |
| 443 | UniSuper Management Pty Ltd#443 · 1,952 sh | 1,952 | $549.8K | — | +39.4% |
| 444 | Nelson, Van Denburg & Campbell Wealth Management Group#444 · 1,942 sh | 1,942 | $547.0K | — | -0.3% |
| 445 | BOOTHBAY FUND MANAGEMENT#445 · 1,937 sh | 1,937 | $545.6K | <0.01% | +42.4% |
| 446 | Simplicity Wealth#446 · 1,935 sh | 1,935 | $545.0K | — | +180.4% |
| 447 | Osmosis Investment Management UK Ltd#447 · 1,915 sh | 1,915 | $539.4K | 0.03% | -46.7% |
| 448 | Arkadios Wealth Advisors#448 · 1,872 sh | 1,872 | $527.3K | <0.01% | -5.2% |
| 449 | NBC SECURITIES#449 · 1,855 sh | 1,855 | $522.5K | — | +0.7% |
| 450 | Retirement Planning Group#450 · 1,825 sh | 1,825 | $514.0K | — | -3.3% |
| 451 | INDEPENDENT FINANCIAL GROUP#451 · 1,821 sh | 1,821 | $512.9K | — | +1.5% |
| 452 | STRS OHIO#452 · 1,810 sh | 1,810 | $509.8K | <0.01% | -81.2% |
| 453 | EVOLVE PRIVATE WEALTH#453 · 1,809 sh | 1,809 | $509.5K | 0.03% | +80.5% |
| 454 | Blueshift Asset Management#454 · 1,806 sh | 1,806 | $508.7K | 0.12% | New |
| 455 | Advisors Asset Management#455 · 1,775 sh | 1,775 | $500.0K | <0.01% | -28.7% |
| 456 | Wedmont Private Capital#456 · 1,554 sh | 1,554 | $492.7K | — | +0.4% |
| 457 | YOUSIF CAPITAL MANAGEMENT#457 · 1,745 sh | 1,745 | $491.5K | — | +0.8% |
| 458 | Laird Norton Wetherby Company#458 · 1,734 sh | 1,734 | $488.4K | <0.01% | -3.7% |
| 459 | Cresset Asset Management#459 · 1,733 sh | 1,733 | $488.0K | <0.01% | -2.0% |
| 460 | Sanchez Wealth Management Group#460 · 1,717 sh | 1,717 | $483.5K | 0.08% | +0.1% |
| 461 | NATIXIS#461 · 1,703 sh | 1,703 | $479.7K | <0.01% | New |
| 462 | Magnolia Private Wealth#462 · 1,685 sh | 1,685 | $474.6K | 0.26% | +2.5% |
| 463 | PRUDENTIAL PLC#463 · 1,681 sh | 1,681 | $473.5K | <0.01% | 0.0% |
| 464 | EMERALD ADVISERS#464 · 1,672 sh | 1,672 | $471.0K | 0.01% | 0.0% |
| 465 | QUADRANT CAPITAL GROUP#465 · 1,666 sh | 1,666 | $469.3K | — | -48.9% |
| 466 | Compton Financial Group#466 · 1,666 sh | 1,666 | $469.3K | 0.09% | 0.0% |
| 467 | Malaga Cove Capital#467 · 1,664 sh | 1,664 | $468.7K | — | +103.7% |
| 468 | BRIDGES INVESTMENT MANAGEMENT#468 · 1,658 sh | 1,658 | $467.0K | <0.01% | 0.0% |
| 469 | Lombard Odier Asset Management (Switzerland) SA#469 · 1,630 sh | 1,630 | $459.1K | 0.01% | 0.0% |
| 470 | Hamilton Capital Partners#470 · 1,608 sh | 1,608 | $452.9K | 0.01% | -26.2% |
| 471 | Dai-ichi Life Insurance Company, Ltd#471 · 1,593 sh | 1,593 | $448.7K | 0.01% | 0.0% |
| 472 | PENNSYLVANIA CAPITAL MANAGEMENT#472 · 1,572 sh | 1,572 | $442.8K | 0.11% | 0.0% |
| 473 | Snowden Capital Advisors#473 · 1,565 sh | 1,565 | $440.8K | 0.01% | +12.6% |
| 474 | Pitcairn Wealth Advisors#474 · 1,563 sh | 1,563 | $440.3K | 0.05% | -3.4% |
| 475 | Pettee Investors#475 · 1,490 sh | 1,490 | $419.7K | 0.21% | 0.0% |
| 476 | PRELUDE CAPITAL MANAGEMENT#476 · 1,484 sh | 1,484 | $418.0K | 0.03% | New |
| 477 | Gibbs Wealth Management#477 · 1,453 sh | 1,453 | $409.3K | — | -20.6% |
| 478 | Foresight Global Investors#478 · 1,436 sh | 1,436 | $404.5K | 0.25% | -1.6% |
| 479 | WEALTH ALLIANCE#479 · 1,430 sh | 1,430 | $402.9K | 0.03% | -1.2% |
| 480 | V-Square Quantitative Management#480 · 1,423 sh | 1,423 | $400.8K | — | +10.1% |
| 481 | MIRAE ASSET GLOBAL ETFS Ltd.#481 · 1,410 sh | 1,410 | $397.2K | <0.01% | -92.9% |
| 482 | Advisor Resource Council#482 · 1,407 sh | 1,407 | $396.3K | 0.11% | +0.1% |
| 483 | Impact Capital Partners#483 · 1,391 sh | 1,391 | $391.8K | — | -33.0% |
| 484 | Spahn Wealth & Retirement#484 · 1,386 sh | 1,386 | $390.4K | 0.25% | 0.0% |
| 485 | Legacy Financial Group#485 · 1,381 sh | 1,381 | $389.0K | 0.04% | 0.0% |
| 486 | Pinnacle Wealth Planning Services#486 · 1,377 sh | 1,377 | $387.9K | 0.04% | -0.1% |
| 487 | FRONTIER CAPITAL MANAGEMENT#487 · 1,361 sh | 1,361 | $383.4K | <0.01% | +33.8% |
| 488 | MONECO Advisors#488 · 1,353 sh | 1,353 | $381.1K | 0.02% | -12.5% |
| 489 | Toroso Investments#489 · 1,348 sh | 1,348 | $379.7K | <0.01% | -43.8% |
| 490 | Global Retirement Partners#490 · 1,328 sh | 1,328 | $373.9K | <0.01% | — |
| 491 | 111 Capital#491 · 1,324 sh | 1,324 | $372.9K | 0.06% | New |
| 492 | RiverGlades Family Offices#492 · 1,321 sh | 1,321 | $372.1K | 0.17% | +1.6% |
| 493 | SIGNATUREFD#493 · 1,286 sh | 1,286 | $362.2K | — | +5.3% |
| 494 | Riverpoint Wealth Management#494 · 1,275 sh | 1,275 | $359.0K | 0.07% | +0.2% |
| 495 | HUNTINGTON NATIONAL BANK#495 · 1,267 sh | 1,267 | $356.9K | <0.01% | +9.8% |
| 496 | Integrated Investment Consultants#496 · 1,265 sh | 1,265 | $356.3K | 0.07% | -32.9% |
| 497 | Erste Asset Management GmbH#497 · 1,290 sh | 1,290 | $347.3K | <0.01% | +3.5% |
| 498 | Marks Group Wealth Management#498 · 1,231 sh | 1,231 | $346.7K | 0.03% | +13.8% |
| 499 | Central Pacific Bank - Division#499 · 1,230 sh | 1,230 | $346.5K | — | +4.2% |
| 500 | Lifestyle Asset Management#500 · 1,224 sh | 1,224 | $344.8K | — | -1.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.