LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | RMR Wealth Builders#501 · 1,214 sh | 1,214 | $342.0K | — | -4.9% |
| 502 | WP Advisors#502 · 1,206 sh | 1,206 | $339.8K | — | New |
| 503 | MOODY LYNN & LIEBERSON#503 · 1,200 sh | 1,200 | $338.0K | — | -0.6% |
| 504 | One Wealth Advisors#504 · 1,197 sh | 1,197 | $337.2K | 0.04% | +1.0% |
| 505 | SUMITOMO LIFE INSURANCE#505 · 1,194 sh | 1,194 | $336.3K | <0.01% | -1.9% |
| 506 | SFG Wealth Management#506 · 1,193 sh | 1,193 | $336.0K | — | 0.0% |
| 507 | OLD NATIONAL BANCORP#507 · 1,179 sh | 1,179 | $332.1K | — | -5.1% |
| 508 | Lido Advisors#508 · 1,154 sh | 1,154 | $325.1K | <0.01% | -55.8% |
| 509 | Caprock Group#509 · 1,153 sh | 1,153 | $324.8K | <0.01% | -61.5% |
| 510 | PANAGORA ASSET MANAGEMENT#510 · 1,150 sh | 1,150 | $323.9K | <0.01% | 0.0% |
| 511 | BRIGHTON JONES#511 · 1,141 sh | 1,141 | $321.4K | <0.01% | +3.9% |
| 512 | AlphaCore Capital#512 · 1,140 sh | 1,140 | $321.1K | <0.01% | New |
| 513 | NISA INVESTMENT ADVISORS#513 · 1,136 sh | 1,136 | $320.0K | — | -5.6% |
| 514 | Concorde Asset Management#514 · 1,124 sh | 1,124 | $316.6K | 0.18% | -0.9% |
| 515 | Bank of Marin#515 · 1,124 sh | 1,124 | $316.6K | 0.22% | New |
| 516 | OXFORD ASSET MANAGEMENT LLP#516 · 1,121 sh | 1,121 | $315.8K | 0.16% | New |
| 517 | Siemens Fonds Invest GmbH#517 · 1,120 sh | 1,120 | $315.5K | 0.02% | 0.0% |
| 518 | BAKER TILLY WEALTH MANAGEMENT#518 · 1,111 sh | 1,111 | $312.9K | — | +17.1% |
| 519 | Veratis Advisors#519 · 1,100 sh | 1,100 | $309.8K | 0.22% | — |
| 520 | Thrive Wealth Management#520 · 1,090 sh | 1,090 | $307.0K | — | -0.1% |
| 521 | Perigon Wealth Management#521 · 1,077 sh | 1,077 | $303.4K | — | -0.6% |
| 522 | OneDigital Investment Advisors#522 · 1,055 sh | 1,055 | $297.1K | <0.01% | -67.9% |
| 523 | Engineers Gate Manager#523 · 1,047 sh | 1,047 | $294.9K | <0.01% | New |
| 524 | Vision Retirement#524 · 1,043 sh | 1,043 | $293.8K | 0.07% | 0.0% |
| 525 | Philip James Wealth Mangement#525 · 1,041 sh | 1,041 | $293.3K | 0.03% | -27.8% |
| 526 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#526 · 987 sh | 987 | $289.5K | 0.02% | -4.9% |
| 527 | Institute for Wealth Management#527 · 1,025 sh | 1,025 | $288.7K | 0.03% | 0.0% |
| 528 | Main Street Financial Solutions#528 · 1,002 sh | 1,002 | $282.2K | 0.02% | +47.8% |
| 529 | WJ Wealth Management#529 · 1,000 sh | 1,000 | $281.7K | 0.11% | 0.0% |
| 530 | Legacy Wealth Asset Management#530 · 988 sh | 988 | $278.3K | — | New |
| 531 | SRS Capital Advisors#531 · 978 sh | 978 | $275.5K | <0.01% | +574.5% |
| 532 | VestGen Advisors#532 · 978 sh | 978 | $275.5K | <0.01% | -0.8% |
| 533 | Bayesian Capital Management#533 · 962 sh | 962 | $271.0K | 0.17% | New |
| 534 | Oslo Pensjonsforsikring AS#534 · 948 sh | 948 | $267.0K | — | +77.2% |
| 535 | CAMDEN NATIONAL BANK#535 · 945 sh | 945 | $266.2K | 0.03% | -4.2% |
| 536 | MATHER GROUP#536 · 939 sh | 939 | $264.5K | — | +2.5% |
| 537 | COLDSTREAM CAPITAL MANAGEMENT#537 · 931 sh | 931 | $262.2K | <0.01% | -16.4% |
| 538 | SAGESPRING WEALTH PARTNERS#538 · 930 sh | 930 | $261.9K | — | -20.0% |
| 539 | EVERGREEN CAPITAL MANAGEMENT#539 · 925 sh | 925 | $260.6K | — | -8.6% |
| 540 | EVERPAR ADVISORS#540 · 921 sh | 921 | $259.4K | 0.07% | -8.4% |
| 541 | Atom Investors#541 · 916 sh | 916 | $258.0K | 0.02% | New |
| 542 | MGO ONE SEVEN#542 · 914 sh | 914 | $257.3K | <0.01% | -4.8% |
| 543 | WEDBUSH SECURITIES#543 · 902 sh | 902 | $254.0K | — | New |
| 544 | DE BURLO GROUP#544 · 900 sh | 900 | $253.5K | 0.05% | -10.0% |
| 545 | Mariner#545 · 900 sh | 900 | $253.5K | <0.01% | -81.7% |
| 546 | Patriot Financial Group Insurance Agency#546 · 899 sh | 899 | $253.2K | — | New |
| 547 | TruNorth Capital Management#547 · 891 sh | 891 | $251.0K | — | 0.0% |
| 548 | Vontobel Holding Ltd.#548 · 887 sh | 887 | $249.8K | — | +5.2% |
| 549 | Fidelis Capital Partners#549 · 875 sh | 875 | $246.5K | 0.01% | -15.8% |
| 550 | IFG Advisory#550 · 872 sh | 872 | $245.6K | <0.01% | New |
| 551 | TSFG#551 · 867 sh | 867 | $244.0K | — | +0.1% |
| 552 | ZWJ INVESTMENT COUNSEL#552 · 864 sh | 864 | $243.4K | — | 0.0% |
| 553 | SPIREPOINT PRIVATE CLIENT#553 · 859 sh | 859 | $242.0K | 0.02% | -4.1% |
| 554 | GAMMA Investing#554 · 859 sh | 859 | $242.0K | — | +2.4% |
| 555 | Legato Capital Management#555 · 849 sh | 849 | $239.1K | 0.02% | -27.3% |
| 556 | PCM Encore#556 · 848 sh | 848 | $238.8K | 0.04% | -1.4% |
| 557 | Perennial Investment Advisors#557 · 842 sh | 842 | $237.6K | 0.02% | -1.3% |
| 558 | NORDEN GROUP#558 · 841 sh | 841 | $236.9K | — | -6.2% |
| 559 | PERSONAL CFO SOLUTIONS#559 · 830 sh | 830 | $233.7K | 0.03% | +2.6% |
| 560 | Dorsey & Whitney#560 · 820 sh | 820 | $231.0K | 0.01% | +1.7% |
| 561 | StoneX Group#561 · 824 sh | 824 | $229.8K | <0.01% | New |
| 562 | RMB Capital Management#562 · 814 sh | 814 | $229.4K | <0.01% | -6.4% |
| 563 | Quent Capital#563 · 808 sh | 808 | $227.5K | 0.01% | -3.1% |
| 564 | Berger Financial Group#564 · 797 sh | 797 | $224.6K | 0.01% | +6.4% |
| 565 | Parcion Private Wealth#565 · 786 sh | 786 | $221.4K | 0.01% | -1.9% |
| 566 | Founders Financial Alliance#566 · 782 sh | 782 | $220.3K | 0.03% | 0.0% |
| 567 | Archer Investment#567 · 779 sh | 779 | $219.3K | 0.04% | 0.0% |
| 568 | CIGNA INVESTMENTS#568 · 765 sh | 765 | $216.0K | — | 0.0% |
| 569 | HBK Sorce Advisory#569 · 597 sh | 597 | $214.9K | <0.01% | New |
| 570 | BENJAMIN EDWARDS#570 · 760 sh | 760 | $214.1K | <0.01% | -12.4% |
| 571 | Systematic Alpha Investments#571 · 760 sh | 760 | $214.1K | <0.01% | 0.0% |
| 572 | Summit Financial#572 · 757 sh | 757 | $213.2K | <0.01% | New |
| 573 | ROBERTS GLORE#573 · 755 sh | 755 | $212.7K | 0.05% | -1.2% |
| 574 | Dynamic Technology Lab Private Ltd#574 · 748 sh | 748 | $211.0K | 0.05% | -88.6% |
| 575 | Apollon Wealth Management#575 · 745 sh | 745 | $209.9K | — | -28.3% |
| 576 | Centiva Capital#576 · 733 sh | 733 | $206.5K | <0.01% | New |
| 577 | Jacobi Capital Management#577 · 732 sh | 732 | $206.2K | 0.01% | +7.3% |
| 578 | LEVEL FOUR ADVISORY SERVICES#578 · 732 sh | 732 | $206.2K | <0.01% | New |
| 579 | WADDELL & ASSOCIATES#579 · 727 sh | 727 | $204.8K | 0.01% | -2.5% |
| 580 | OpenArc Corporate Advisory#580 · 725 sh | 725 | $204.2K | — | +5.2% |
| 581 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#581 · 724 sh | 724 | $203.9K | 0.02% | New |
| 582 | Golden State Wealth Management#582 · 724 sh | 724 | $203.9K | 0.02% | +39.5% |
| 583 | CTC Alternative Strategies, Ltd.#583 · 720 sh | 720 | $202.8K | 0.29% | New |
| 584 | Stratos Investment Management#584 · 718 sh | 718 | $202.3K | <0.01% | -2.0% |
| 585 | Connecticut Capital Management Group#585 · 716 sh | 716 | $201.7K | 0.16% | +0.6% |
| 586 | Crossmark Global#586 · 711 sh | 711 | $200.3K | — | +4.3% |
| 587 | PEAPACK GLADSTONE FINANCIAL#587 · 710 sh | 710 | $200.0K | <0.01% | New |
| 588 | FIL Ltd#588 · 627 sh | 627 | $176.6K | <0.01% | +12.4% |
| 589 | Livforsakringsbolaget Skandia, Omsesidigt#589 · 600 sh | 600 | $169.0K | — | 0.0% |
| 590 | Catalyst Capital Advisors#590 · 595 sh | 595 | $167.6K | <0.01% | 0.0% |
| 591 | Walsh & Associates#591 · 542 sh | 542 | $152.7K | 0.12% | 0.0% |
| 592 | SIMPLEX TRADING#592 · 539 sh | 539 | $151.8K | <0.01% | New |
| 593 | PFA Pension, Forsikringsaktieselskab#593 · 535 sh | 535 | $150.7K | <0.01% | -99.5% |
| 594 | Advocate Investing Services#594 · 500 sh | 500 | $140.8K | — | 0.0% |
| 595 | Elgethun Capital Management#595 · 493 sh | 493 | $138.9K | 0.02% | 0.0% |
| 596 | WPG Advisers#596 · 480 sh | 480 | $135.2K | 0.08% | +0.6% |
| 597 | Lodestone Wealth Management#597 · 467 sh | 467 | $131.5K | — | 0.0% |
| 598 | Financial Management Professionals#598 · 463 sh | 463 | $130.4K | — | 0.0% |
| 599 | Penserra Capital Management#599 · 462 sh | 462 | $130.0K | <0.01% | +4.3% |
| 600 | United Community Bank#600 · 450 sh | 450 | $126.8K | 0.04% | +2.3% |
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.