Signals

LPLA

828 in-universe funds with a nonzero position in LPLA within the trailing 4 quarters, as of 2025Q3

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-07-30 8-K Item(s) 2.02, 9.01
2026-05-15 8-K Item(s) 5.03, 5.07, 9.01
2026-04-30 8-K Item(s) 2.02, 9.01
2026-01-29 8-K Item(s) 2.02, 9.01
2026-01-08 8-K Item(s) 5.02, 7.01, 9.01
2025-10-30 8-K Item(s) 2.02, 9.01
2025-08-01 8-K Item(s) 7.01, 8.01, 9.01
2025-07-31 8-K Item(s) 2.02, 9.01
2025-07-03 8-K Item(s) 5.02, 9.01
2025-06-03 8-K Item(s) 5.02
2025-04-03 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2025-04-02 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2025-04-01 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2025-03-31 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2025-03-21 Ownership Dilution filing by LPL Financial Holdings Inc. (S-3/A)
2025-03-03 Ownership Dilution filing by LPL Financial Holdings Inc. (S-3)
2025-02-25 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2025-02-24 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2024-05-15 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)
2024-05-13 Ownership Dilution filing by LPL Financial Holdings Inc. (424B5)

Flow ranking

Rank#1277
Score / z0.022 / 0.03
Consensus260.99 over 460 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+1% / 2.4d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-05-15 8-K 5.03, 5.07, 9.01
2026-04-30 8-K 2.02, 9.01
2026-01-29 8-K 2.02, 9.01
2026-01-08 8-K 5.02, 7.01, 9.01
2025-10-30 8-K 2.02, 9.01
2025-08-01 8-K 7.01, 8.01, 9.01
2025-07-31 8-K 2.02, 9.01
2025-07-03 8-K 5.02, 9.01
2025-06-03 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-04-03 424B5 LPL Financial Holdings Inc.
2025-04-02 424B5 LPL Financial Holdings Inc.
2025-04-01 424B5 LPL Financial Holdings Inc.
2025-03-31 424B5 LPL Financial Holdings Inc.
2025-03-21 S-3/A LPL Financial Holdings Inc.
2025-03-03 S-3 LPL Financial Holdings Inc.
2025-02-25 424B5 LPL Financial Holdings Inc.
2025-02-24 424B5 LPL Financial Holdings Inc.
2024-05-15 424B5 LPL Financial Holdings Inc.
2024-05-13 424B5 LPL Financial Holdings Inc.
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,762.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,655.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 1,220.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
DODGE & COX CIK 0000200217 0.944 222 1,107.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,078.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,030.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Capital World Investors CIK 0001422849 0.974 637 874.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 825.9 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 750.5 5.5% 2 +0.4 pp +5.5 pp +5.5 pp +5.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 655.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 608.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 593.7 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 512.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 492.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 448.0 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
FMR LLC CIK 0000315066 0.989 5571 373.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 367.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 350.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 330.8 9.4% 2 -3.3 pp +9.4 pp +9.4 pp +9.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 312.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 292.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 282.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 274.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 261.4 8.8% 2 -0.6 pp +8.8 pp +8.8 pp +8.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 230.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 217.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Third Point LLC CIK 0001040273 0.205 42 197.7 2.4% 2 -0.7 pp +2.4 pp +2.4 pp +2.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 196.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 195.5 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 191.5 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 187.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 187.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 184.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 179.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 178.7 0.8% 2 -0.5 pp +0.8 pp +0.8 pp +0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 177.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 165.9 3.6% 2 -1.2 pp +3.6 pp +3.6 pp +3.6 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 160.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 150.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 147.5 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 145.7 7.4% 2 -1.2 pp +7.4 pp +7.4 pp +7.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 142.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 134.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 132.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 127.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Railway Pension Investments Ltd CIK 0001658020 0.554 102 120.9 1.6% 2 +1.1 pp +1.6 pp +1.6 pp +1.6 pp
Azora Capital LP CIK 0001700272 0.093 47 117.6 5.4% 2 -2.6 pp +5.4 pp +5.4 pp +5.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 111.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 111.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 103.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 99.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 95.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 88.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 74.7 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 74.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 69.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 69.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 69.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 65.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 63.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 63.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 62.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 62.5 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 61.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 57.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 56.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 53.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 53.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 53.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 51.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 48.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 47.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 47.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 42.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 41.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 40.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 39.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 39.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 39.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 38.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 38.3 1.0% 2 -2.4 pp +1.0 pp +1.0 pp +1.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 38.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 37.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 35.1 13.2% 2 -3.6 pp +13.2 pp +13.2 pp +13.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 34.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 33.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 33.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 33.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Aberdeen Group plc CIK 0001716774 0.934 934 30.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solel Partners LP CIK 0001790604 0.432 24 28.9 5.6% 2 -0.1 pp +5.6 pp +5.6 pp +5.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 28.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 27.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 26.5 5.0% 2 -1.1 pp +5.0 pp +5.0 pp +5.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 24.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 24.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 23.3 1.3% 2 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 23.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 23.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 21.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 21.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYNWOOD PRICE CAPITAL MANAGEMENT LP CIK 0002046605 0.463 13 19.6 9.8% 2 -0.2 pp +9.8 pp +9.8 pp +9.8 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 19.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 19.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 18.0 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 17.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 17.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 16.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 16.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Saraza Management, LP CIK 0001894188 0.399 18 16.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 16.3 3.9% 2 -1.2 pp +3.9 pp +3.9 pp +3.9 pp
Teca Partners, LP CIK 0001910154 0.430 8 16.1 10.2% 2 +3.2 pp +10.2 pp +10.2 pp +10.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 12.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 12.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 11.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 11.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just LPLA). Qtrs Held counts distinct quarters this fund has actually held LPLA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LPLA position size. Δ columns are the percentage-point change in LPLA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status