Signals

LPLA

1067 in-universe funds with a nonzero position in LPLA within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#410
Score / z0.503 / 0.59
Consensus230.03 over 437 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

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 Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
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 1,333.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DODGE & COX CIK 0000200217 0.944 222 1,289.7 0.7% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 1,202.5 1.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.5 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,079.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,017.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 756.3 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 677.6 11.2% 5 -0.8 pp +2.2 pp +4.9 pp +4.6 pp
Capital World Investors CIK 0001422849 0.974 637 660.1 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 544.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 487.3 0.9% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 477.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 422.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 416.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 413.8 0.1% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 404.1 1.3% 5 -0.2 pp -0.9 pp -0.8 pp -1.0 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 343.4 2.1% 5 -2.8 pp -3.3 pp -3.4 pp -3.0 pp
SurgoCap Partners LP CIK 0001960830 0.872 13 299.5 9.7% 5 -0.6 pp -0.2 pp +0.3 pp -3.0 pp
NORGES BANK CIK 0001374170 0.994 1617 297.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 295.3 0.2% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 290.5 0.9% 3 -0.2 pp -0.6 pp +0.9 pp +0.9 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 279.7 12.3% 5 +0.3 pp +1.2 pp +3.5 pp +3.0 pp
FMR LLC CIK 0000315066 0.989 5571 276.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 274.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 242.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 231.1 0.0% 5 -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 229.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 223.4 0.7% 5 -0.4 pp -0.2 pp -0.1 pp -0.5 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 210.4 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 181.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 181.1 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 181.0 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 162.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 157.7 1.2% 5 -0.2 pp -0.4 pp -0.3 pp -0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 152.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 148.1 6.2% 5 -2.2 pp -3.8 pp +0.8 pp -1.8 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 143.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 143.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 142.9 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 135.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 130.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 130.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 126.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 126.1 0.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 124.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 114.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 109.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 107.9 5.7% 5 -0.7 pp -1.9 pp -1.7 pp -2.9 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 107.7 0.3% 5 -0.4 pp -0.4 pp -0.3 pp -0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 98.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 98.4 0.5% 5 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 97.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 90.5 1.1% 5 -0.2 pp -0.7 pp -0.9 pp -1.3 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 89.8 2.7% 2 +0.5 pp +2.7 pp +2.6 pp +2.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 81.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 81.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 79.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 79.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 71.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coronation Fund Managers Ltd. CIK 0001594320 0.841 48 70.4 2.7% 5 -1.3 pp -1.0 pp -0.6 pp -0.4 pp
Heron Bay Capital Management CIK 0001842149 0.545 97 66.3 6.0% 5 -0.9 pp +0.3 pp +1.1 pp -0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 65.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 60.1 0.6% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 58.1 0.0% 5 -0.2 pp -0.0 pp -0.2 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 57.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 56.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 54.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 54.4 0.6% 5 -0.1 pp -0.4 pp -0.3 pp -0.5 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 50.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 47.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 46.3 0.0% 5 +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 45.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 45.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 45.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDENTREE ASSET MANAGEMENT LP CIK 0001278951 0.225 31 43.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 43.7 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 43.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 42.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 41.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 40.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 38.9 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
Solel Partners LP CIK 0001790604 0.432 24 38.6 6.6% 1 +6.6 pp +1.5 pp +1.0 pp +0.9 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 37.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 37.0 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 36.5 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 35.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 34.2 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
HMI Capital Management, L.P. CIK 0001469026 0.519 13 33.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 32.2 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 31.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 30.7 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
Interval Partners, LP CIK 0001590228 0.034 216 30.6 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 30.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 30.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 27.4 0.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 27.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 26.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 26.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 25.3 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.6 pp
Cander Asset Management LP CIK 0002082399 0.104 47 24.8 4.6% 2 -0.5 pp +4.6 pp +4.6 pp +4.6 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 24.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 24.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 21.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 21.5 1.8% 5 -0.4 pp -0.7 pp -1.8 pp -2.9 pp
Aberdeen Group plc CIK 0001716774 0.934 934 21.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 20.9 0.6% 2 -0.7 pp +0.6 pp +0.1 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 20.2 0.6% 5 -0.1 pp -0.2 pp +0.1 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 20.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 19.5 6.0% 5 -1.4 pp -7.2 pp -7.2 pp -10.8 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.2 0.2% 5 -0.1 pp -0.3 pp -0.7 pp -0.4 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 18.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 16.9 0.9% 5 -0.5 pp -0.6 pp -0.3 pp -0.6 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 15.7 0.4% 1 +0.4 pp -0.1 pp +0.4 pp -0.4 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 15.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 15.5 0.0% 6 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 15.4 0.2% 1 +0.2 pp -0.3 pp +0.2 pp +0.2 pp
Teca Partners, LP CIK 0001910154 0.430 8 15.3 13.2% 5 +1.2 pp +4.2 pp +3.0 pp +6.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 15.2 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.2 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 13.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 13.1 2.9% 5 -1.1 pp -1.8 pp -1.0 pp -2.2 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 13.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 12.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 12.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 12.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Woodline Partners LP CIK 0001784547 0.424 1011 12.1 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 11.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRZ CAPITAL LLC CIK 0002111919 0.511 18 11.2 5.7% 2 -1.1 pp +5.7 pp +5.7 pp +5.7 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KR Capital LP CIK 0002103364 0.031 79 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 0.0 0.0% 0 +0.0 pp -2.5 pp -2.9 pp -3.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PCB Capital LLC CIK 0002123661 0.087 114 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.2 pp -0.4 pp -0.5 pp +0.0 pp
1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.5 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 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
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
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
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 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 +0.0 pp -0.2 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shellback Capital, LP CIK 0001591744 0.016 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 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
Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp -0.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp +0.0 pp -4.1 pp -3.6 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 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
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
One Day In July LLC CIK 0001823172 0.854 167 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
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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 +0.0 pp -0.1 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 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
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.8 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
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 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
Heritage Family Offices, LLP CIK 0002019316 0.105 233 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.465 145 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 +0.0 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
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
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.4 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
United Financial Planning Group LLC CIK 0002088337 0.721 465 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 +0.0 pp -0.2 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.1 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
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 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 +0.0 pp -1.1 pp +0.0 pp -1.8 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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