Signals

LPLA

1018 in-universe funds with a nonzero position in LPLA within the trailing 4 quarters, as of 2026Q1

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
2026-09-11 Insider Reeping Katharine (Principal Accounting Officer) disposed via sale ($152,719)
2026-09-05 Insider Field Emily (Group Managing Director) disposed via tax withholding ($38,089)
2026-08-28 Insider Glavin William Francis Jr acquired via award
2026-08-28 Insider Putnam James S acquired via award
2026-08-28 Insider Thomas Corey E. acquired via award
2026-08-28 Insider EBERHART PAULETT acquired via award
2026-08-28 Insider SCHIFTER RICHARD P acquired via award
2026-08-28 Insider BERNARD EDWARD C acquired via award
2026-08-28 Insider Mnookin Allison acquired via award
2026-08-27 Insider Jambusaria Aneri (Group Managing Director) disposed via sale ($110,067)
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#465
Score / z0.430 / 0.37
Consensus267.64 over 467 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+14% / 3.6d ⚡

Forensics

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

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-11 Reeping Katharine S $152,719
2026-09-05 Field Emily F $38,089
2026-08-28 Glavin William Francis Jr A
2026-08-28 Putnam James S A
2026-08-28 Thomas Corey E. A
2026-08-28 EBERHART PAULETT A
2026-08-28 SCHIFTER RICHARD P A
2026-08-28 BERNARD EDWARD C A
2026-08-28 Mnookin Allison A
2026-08-27 Jambusaria Aneri 10b5-1 S $110,067
Showing the 10 most recent.

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,496.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DODGE & COX CIK 0000200217 0.944 222 1,247.4 0.7% 4 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
Boston Partners CIK 0001386060 0.833 802 1,242.0 1.3% 4 -0.0 pp +0.0 pp -0.2 pp +1.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,171.3 0.4% 4 -0.0 pp +0.1 pp +0.1 pp +0.4 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,103.1 0.5% 4 +0.0 pp +0.1 pp -0.0 pp +0.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 793.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 698.9 12.0% 4 +3.0 pp +5.6 pp +5.4 pp +12.0 pp
Capital World Investors CIK 0001422849 0.974 637 695.7 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 616.7 4.9% 4 -0.5 pp -0.5 pp -0.2 pp +4.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 561.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 560.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 520.6 1.2% 4 -0.1 pp -0.0 pp -0.3 pp +1.2 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 505.4 1.5% 4 -0.7 pp -0.5 pp -0.8 pp +1.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 478.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 390.4 0.0% 4 +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 386.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 328.9 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 307.1 10.3% 4 +0.4 pp +0.9 pp -2.4 pp +10.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 277.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 268.6 12.1% 4 +0.9 pp +3.2 pp +2.7 pp +12.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 267.8 0.2% 4 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 265.2 1.1% 4 +0.2 pp +0.3 pp -0.1 pp +1.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 245.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 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 241.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 201.7 0.6% 4 -0.0 pp +0.0 pp +0.2 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 200.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 196.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 178.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 168.5 1.4% 4 -0.2 pp -0.1 pp -0.3 pp +1.4 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 166.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 158.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 152.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 146.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 132.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 128.6 8.5% 4 -1.6 pp +3.0 pp +0.4 pp +8.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 126.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 125.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 122.8 0.7% 4 -0.2 pp -0.1 pp -0.4 pp +0.7 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 122.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 120.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 117.8 6.4% 4 -1.2 pp -1.0 pp -2.2 pp +6.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 115.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 109.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 108.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 105.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 104.7 0.6% 4 +0.1 pp +0.2 pp +0.4 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 101.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 98.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 98.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 97.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 96.5 1.4% 4 -0.5 pp -0.7 pp -1.0 pp +1.4 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 87.4 4.0% 4 +0.3 pp +0.7 pp +0.9 pp +4.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 86.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 79.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 75.0 6.9% 4 +1.2 pp +2.0 pp +0.8 pp +6.9 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 74.3 2.3% 1 +2.3 pp +2.2 pp +2.2 pp +2.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 61.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 58.6 0.7% 4 -0.3 pp -0.2 pp -0.4 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 50.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 50.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 49.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 49.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 46.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 44.0 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 43.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 42.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 42.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 42.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 41.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 41.1 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 40.7 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 40.7 0.0% 4 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 40.0 1.3% 1 +1.3 pp +0.7 pp +0.7 pp +1.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 38.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 38.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 38.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 37.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 36.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 36.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 35.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 35.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 34.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 32.9 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 32.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 30.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 30.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 30.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 29.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 29.0 2.2% 4 -0.3 pp -1.4 pp -2.6 pp +2.2 pp
Cander Asset Management LP CIK 0002082399 0.104 47 28.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 28.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 27.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 27.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 25.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 24.1 1.4% 4 -0.1 pp +0.2 pp -0.1 pp +1.4 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 22.2 0.7% 4 -0.1 pp +0.2 pp +0.1 pp +0.7 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 22.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp -0.5 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 21.9 0.0% 4 -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 21.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.581 109 21.5 7.3% 4 -5.8 pp -5.8 pp -9.4 pp +7.3 pp
AVIVA PLC CIK 0001140022 0.925 854 20.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 20.7 0.2% 4 -0.2 pp -0.6 pp -0.4 pp +0.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 19.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 19.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 19.3 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 17.9 9.6% 4 -2.5 pp -0.2 pp -0.5 pp +9.6 pp
Swedbank AB CIK 0000946431 0.941 696 17.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 15.6 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teca Partners, LP CIK 0001910154 0.430 8 15.1 12.0% 4 +3.0 pp +1.8 pp +5.0 pp +12.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 14.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 14.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 14.0 4.0% 4 -0.6 pp +0.1 pp -1.1 pp +4.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRZ CAPITAL LLC CIK 0002111919 0.511 18 13.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 13.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Interval Partners, LP CIK 0001590228 0.033 216 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 0.0 0.0% 0 -0.7 pp -0.7 pp -2.2 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.1 pp -0.7 pp -0.8 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 0.0 0.0% 0 -2.5 pp -2.9 pp -3.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.2 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 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.0 0.0% 0 +0.0 pp -0.2 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
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 -0.1 pp -0.4 pp -0.5 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 0.0 0.0% 0 +0.0 pp -1.3 pp -1.9 pp +0.0 pp
WP Advisors, LLC CIK 0001697796 0.593 119 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PMC FIG Opportunities LLC CIK 0001899896 0.000 31 0.0 0.0% 0 -2.2 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 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
Solel Partners LP CIK 0001790604 0.432 24 0.0 0.0% 0 -5.0 pp -5.6 pp -5.7 pp +0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 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 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.1 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
BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 -1.1 pp +0.0 pp -1.8 pp +0.0 pp
LRT Capital Management, LLC CIK 0001798923 0.000 64 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 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 +0.0 pp +0.0 pp -0.2 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
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 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 +0.0 pp +0.0 pp -0.4 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 +0.0 pp +0.0 pp -0.3 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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