Position in BKD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$507,575
+$120,623 QoQ
Shares Held
31,546
+11.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 291 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in BKD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $112,437,405 across 33 Medical Care Facilities names. BKD ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
62,042 | $24,189,555 | |
| 2 | THC |
Tenet Healthcare Corp
|
75,169 | $14,062,616 | |
| 3 | DVA |
Davita Inc.
|
48,449 | $10,778,933 | |
| 4 | ASTH |
Astrana Health, Inc.
|
221,696 | $10,288,911 | |
| 5 | ENSG |
Ensign Group, Inc
|
62,321 | $9,990,056 | |
| 6 | EHC |
Encompass Health Corp
|
71,738 | $7,251,277 | |
| 7 | UHS |
Universal Health Services Inc
|
35,393 | $5,262,585 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
106,773 | $4,356,338 |
All Filings in BKD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,575 | 31,546 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $386,952 | 28,286 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $291,923 | 27,055 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $231,120 | 27,287 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $234,746 | 33,728 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $200,201 | 31,981 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $133,385 | 26,518 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $189,162 | 27,859 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $197,079 | 28,855 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $137,679 | 20,829 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $141,030 | 24,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $100,320 | 24,232 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $91,979 | 21,796 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $69,525 | 23,568 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $69,781 | 25,561 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $109,790 | 25,712 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $116,732 | 25,712 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $174,219 | 24,712 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $131,223 | 25,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $208,152 | 33,040 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $116,390 | 14,733 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||