LPL Financial Holdings Inc. (LPLA) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 772
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | EverSource Wealth Advisors#601 · 445 sh | 445 | $125.3K | <0.01% | -96.6% |
| 602 | Quarry#602 · 409 sh | 409 | $115.2K | <0.01% | -3.3% |
| 603 | IFP Advisors#603 · 404 sh | 404 | $113.8K | — | +7.4% |
| 604 | GABLES CAPITAL MANAGEMENT#604 · 400 sh | 400 | $112.7K | 0.04% | 0.0% |
| 605 | Smartleaf Asset Management#605 · 415 sh | 415 | $111.7K | <0.01% | 0.0% |
| 606 | Graney & King#606 · 385 sh | 385 | $108.5K | 0.04% | +35.1% |
| 607 | LOS ANGELES CAPITAL MANAGEMENT#607 · 361 sh | 361 | $101.7K | <0.01% | -83.2% |
| 608 | OSSIAM#608 · 344 sh | 344 | $96.9K | <0.01% | +300.0% |
| 609 | CENTRAL#609 · 338 sh | 338 | $95.2K | <0.01% | +1.5% |
| 610 | Ameliora Wealth Management Ltd.#610 · 265 sh | 265 | $94.7K | — | 0.0% |
| 611 | Parkside Financial Bank#611 · 322 sh | 322 | $90.7K | <0.01% | +97.5% |
| 612 | Smallwood Wealth Investment Management#612 · 312 sh | 312 | $87.9K | 0.04% | 0.0% |
| 613 | UMB Bank, n.a.#613 · 291 sh | 291 | $82.0K | <0.01% | -25.8% |
| 614 | STEPHENSON NATIONAL BANK#614 · 286 sh | 286 | $80.6K | — | New |
| 615 | Transamerica Financial Advisors#615 · 283 sh | 283 | $79.8K | <0.01% | +6.4% |
| 616 | Colonial / SC#616 · 283 sh | 283 | $79.6K | 0.01% | -59.5% |
| 617 | Capital Analysts#617 · 265 sh | 265 | $75.0K | <0.01% | 0.0% |
| 618 | Ronald Blue#618 · 266 sh | 266 | $74.9K | — | -8.9% |
| 619 | Clearstead Advisors#619 · 237 sh | 237 | $66.8K | <0.01% | -34.2% |
| 620 | CoreCap Advisors#620 · 216 sh | 216 | $60.9K | — | +6.9% |
| 621 | Y.D. More Investments Ltd#621 · 210 sh | 210 | $59.2K | <0.01% | 0.0% |
| 622 | Covestor Ltd#622 · 208 sh | 208 | $59.0K | 0.03% | +5.6% |
| 623 | HARBOR INVESTMENT ADVISORY#623 · 209 sh | 209 | $58.9K | — | New |
| 624 | ABOUND FINANCIAL#624 · 193 sh | 193 | $54.5K | 0.02% | 0.0% |
| 625 | ENTRUST FINANCIAL#625 · 193 sh | 193 | $54.4K | 0.04% | 0.0% |
| 626 | FIRST HORIZON NATIONAL#626 · 189 sh | 189 | $53.2K | — | -5.0% |
| 627 | Versant Capital Management#627 · 188 sh | 188 | $53.0K | — | +79.0% |
| 628 | Harbor Asset Planning#628 · 187 sh | 187 | $52.7K | — | 0.0% |
| 629 | Wilmington Savings Fund Society, FSB#629 · 176 sh | 176 | $49.6K | — | -2.2% |
| 630 | MCF Advisors#630 · 138 sh | 138 | $38.9K | <0.01% | 0.0% |
| 631 | Union Bankshares#631 · 138 sh | 138 | $38.9K | <0.01% | -27.0% |
| 632 | Private Wealth Asset Management#632 · 135 sh | 135 | $38.0K | <0.01% | 0.0% |
| 633 | Physician Wealth Advisors#633 · 132 sh | 132 | $37.2K | — | -2.9% |
| 634 | Smithfield#634 · 127 sh | 127 | $37.0K | <0.01% | 0.0% |
| 635 | Walleye Trading#635 · 128 sh | 128 | $36.1K | 0.00% | New |
| 636 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#636 · 120 sh | 120 | $33.8K | <0.01% | 0.0% |
| 637 | Leonteq Securities AG#637 · 108 sh | 108 | $30.4K | <0.01% | +107.7% |
| 638 | MassMutual Private Wealth & , FSB#638 · 103 sh | 103 | $29.0K | — | -12.7% |
| 639 | Westside Investment Management#639 · 100 sh | 100 | $28.4K | <0.01% | 0.0% |
| 640 | Boreal Capital Management#640 · 100 sh | 100 | $28.2K | 0.02% | 0.0% |
| 641 | Clark Wealth Partners#641 · 100 sh | 100 | $28.2K | — | 0.0% |
| 642 | HARBOUR INVESTMENTS#642 · 96 sh | 96 | $27.1K | <0.01% | -4.0% |
| 643 | Millstone Evans Group#643 · 87 sh | 87 | $24.5K | 0.01% | +77.6% |
| 644 | First Command Advisory Services#644 · 85 sh | 85 | $23.9K | <0.01% | +102.4% |
| 645 | Jackson, Grant Investment Advisers#645 · 84 sh | 84 | $23.7K | <0.01% | -53.6% |
| 646 | IAG Wealth Partners#646 · 84 sh | 84 | $23.6K | <0.01% | 0.0% |
| 647 | JFS WEALTH ADVISORS#647 · 83 sh | 83 | $23.4K | <0.01% | -7.8% |
| 648 | Napier Financial#648 · 83 sh | 83 | $23.4K | <0.01% | 0.0% |
| 649 | Regatta Research & Money Management#649 · 83 sh | 83 | $23.4K | 0.02% | — |
| 650 | Salomon & Ludwin#650 · 78 sh | 78 | $22.9K | <0.01% | +358.8% |
| 651 | Wellington Grp#651 · 75 sh | 75 | $22.6K | <0.01% | 0.0% |
| 652 | CVA Family Office#652 · 76 sh | 76 | $21.4K | <0.01% | -46.1% |
| 653 | Cetera Company, N.A#653 · 75 sh | 75 | $21.1K | 0.01% | 0.0% |
| 654 | Keating Financial Advisory Services#654 · 74 sh | 74 | $20.8K | <0.01% | +45.1% |
| 655 | OSTERWEIS CAPITAL MANAGEMENT#655 · 70 sh | 70 | $19.7K | <0.01% | 0.0% |
| 656 | Crewe Advisors#656 · 68 sh | 68 | $19.2K | <0.01% | New |
| 657 | Trust Co#657 · 68 sh | 68 | $19.2K | — | +17.2% |
| 658 | Pinnacle Bancorp#658 · 63 sh | 63 | $17.7K | — | 0.0% |
| 659 | Rossby Financial, LCC#659 · 62 sh | 62 | $17.5K | <0.01% | -21.5% |
| 660 | CX Institutional#660 · 61 sh | 61 | $17.0K | — | +38.6% |
| 661 | N.E.W. Advisory Services#661 · 54 sh | 54 | $15.2K | <0.01% | 0.0% |
| 662 | LRI Investments#662 · 50 sh | 50 | $14.2K | <0.01% | -28.6% |
| 663 | EASTERN BANK#663 · 50 sh | 50 | $14.1K | — | 0.0% |
| 664 | WealthCollab#664 · 50 sh | 50 | $14.1K | <0.01% | 0.0% |
| 665 | Private Wealth Management Group#665 · 49 sh | 49 | $13.8K | — | 0.0% |
| 666 | Fourth Dimension Wealth#666 · 47 sh | 47 | $13.2K | <0.01% | 0.0% |
| 667 | Fortitude Family Office#667 · 43 sh | 43 | $12.1K | — | -6.5% |
| 668 | Bell Investment Advisors#668 · 42 sh | 42 | $11.8K | <0.01% | -2.3% |
| 669 | Owl Creek Wealth Partners#669 · 41 sh | 41 | $11.5K | — | -26.8% |
| 670 | ACTION POINT FINANCIAL PLANNING#670 · 43 sh | 43 | $11.5K | <0.01% | New |
| 671 | KERR FINANCIAL PLANNING#671 · 40 sh | 40 | $11.2K | 0.01% | 0.0% |
| 672 | Cornerstone Planning Group#672 · 32 sh | 32 | $10.5K | — | -23.8% |
| 673 | WOLFF WIESE MAGANA#673 · 37 sh | 37 | $10.4K | — | 0.0% |
| 674 | MONTAG A & ASSOCIATES#674 · 37 sh | 37 | $10.4K | <0.01% | 0.0% |
| 675 | SBI Securities , Ltd.#675 · 35 sh | 35 | $9.9K | — | 0.0% |
| 676 | Pinpoint Asset Management (Singapore) Pte. Ltd.#676 · 34 sh | 34 | $9.6K | <0.01% | -83.7% |
| 677 | Center for Financial Planning#677 · 30 sh | 30 | $8.5K | — | 0.0% |
| 678 | Asset Dedication#678 · 30 sh | 30 | $8.5K | <0.01% | 0.0% |
| 679 | SJS Investment Consulting#679 · 30 sh | 30 | $8.5K | — | -14.3% |
| 680 | Steigerwald, Gordon & Koch#680 · 30 sh | 30 | $8.4K | <0.01% | 0.0% |
| 681 | Wilkerson Advisory Group#681 · 30 sh | 30 | $8.4K | — | -28.6% |
| 682 | Buck Wealth Strategies#682 · 26 sh | 26 | $7.4K | <0.01% | New |
| 683 | HANTZ FINANCIAL SERVICES#683 · 24 sh | 24 | $7.0K | <0.01% | -4.0% |
| 684 | Kemnay Advisory Services#684 · 24 sh | 24 | $6.8K | <0.01% | +20.0% |
| 685 | Concord Wealth Partners#685 · 24 sh | 24 | $6.8K | <0.01% | New |
| 686 | Silver Grove Financial Group#686 · 22 sh | 22 | $6.2K | <0.01% | New |
| 687 | MV CAPITAL MANAGEMENT#687 · 22 sh | 22 | $6.2K | <0.01% | +46.7% |
| 688 | Ameritas Advisory Services#688 · 22 sh | 22 | $6.2K | <0.01% | New |
| 689 | Cromwell#689 · 21 sh | 21 | $5.9K | <0.01% | +50.0% |
| 690 | BOKF, NA#690 · 20 sh | 20 | $5.6K | <0.01% | New |
| 691 | OF TOLEDO NA#691 · 19 sh | 19 | $5.4K | — | 0.0% |
| 692 | Cranbrook Wealth Management#692 · 19 sh | 19 | $5.4K | <0.01% | 0.0% |
| 693 | CNB Bank#693 · 19 sh | 19 | $5.4K | <0.01% | 0.0% |
| 694 | James T. Borello RIA#694 · 19 sh | 19 | $5.4K | — | +137.5% |
| 695 | MEEDER ASSET MANAGEMENT#695 · 19 sh | 19 | $5.4K | <0.01% | +18.8% |
| 696 | JPL Wealth Management#696 · 18 sh | 18 | $5.1K | <0.01% | -5.3% |
| 697 | AdvisorNet Financial#697 · 18 sh | 18 | $5.1K | — | -10.0% |
| 698 | Wealth Enhancement Services#698 · 17 sh | 17 | $4.8K | — | +240.0% |
| 699 | DiNuzzo Private Wealth#699 · 16 sh | 16 | $4.5K | — | -5.9% |
| 700 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#700 · 16 sh | 16 | $4.5K | — | 0.0% |
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.