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LPLA · LPL Financial Holdings Inc. · Held by Funds

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$316.44 +4.29 (+1.37%) At close · Oct 2
Russell 1000 member Rebalance outlook locked
Market Cap
$24.75B
Shares
78.74M
Volume · Oct 2 982.95K Avg daily vol (3M) 707.16K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding LPLA

598 fund positions
Fund Balance Value % of Fund Open
Dodge & Cox Stock Fund 3,017,127 $849,864,333 0.72%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,538,862 $715,146,648 0.03%
MidCap Fund 1,820,682 $643,975,223 2.79%
Janus Henderson Enterprise Fund 2,226,526 $627,167,844 2.80%
VANGUARD MID-CAP INDEX FUND 1,732,992 $488,149,187 0.22%
Growth Fund of America 1,614,407 $441,976,204 0.12%
Disciplined Value Mid Cap Fund 1,181,453 $332,791,681 1.43%
VANGUARD GROWTH INDEX FUND 1,050,095 $295,790,760 0.08%
VanEck Morningstar Wide Moat ETF 949,463 $267,444,738 2.30%
VANGUARD EXTENDED MARKET INDEX FUND 917,197 $258,356,051 0.26%
MFS Mid Cap Growth Fund 777,696 $212,909,834 1.54%
Disciplined Value Fund 754,161 $212,432,070 1.09%
MFS Growth Fund 716,426 $196,135,946 0.47%
VANGUARD MID-CAP GROWTH INDEX FUND 612,719 $172,590,688 0.50%
Fidelity Extended Market Index Fund 412,420 $112,908,223 0.26%
Fidelity Mid Cap Index Fund 303,330 $107,287,821 0.21%
iShares Russell Mid-Cap ETF 329,684 $92,865,389 0.16%
Fidelity Value Fund 261,900 $92,634,030 0.88%
Carillon Eagle Mid Cap Growth Fund 296,609 $83,548,823 1.60%
Janus Henderson Triton Fund 284,314 $80,085,568 1.35%
FPA Crescent Fund 283,826 $79,948,108 0.64%
Dodge & Cox Balanced Fund 255,400 $71,941,072 0.49%
Victory Sycamore Established Value Fund 250,000 $70,420,000 0.46%
Dodge & Cox Global Stock Fund 236,424 $66,595,912 0.51%
Janus Henderson Research Fund 234,528 $66,061,847 0.22%
Growth Fund 200,152 $56,378,815 0.10%
Janus Henderson VIT Enterprise Portfolio 190,226 $53,582,860 2.79%
Dimensional U.S. Core Equity 2 ETF 151,128 $53,453,974 0.11%
Bridge Builder Large Cap Value Fund 189,700 $53,434,696 0.18%
Fidelity Low-Priced Stock Fund 146,168 $51,699,622 0.21%
Bridge Builder Small/Mid Cap Value Fund 168,881 $47,570,400 0.46%
iShares Russell Mid-Cap Growth ETF 168,423 $47,441,391 0.22%
Schwab U.S. Large-Cap Growth ETF 168,930 $46,247,966 0.08%
Virtus KAR Mid-Cap Core Fund 159,301 $44,871,906 2.55%
Janus Henderson Venture Fund 154,858 $43,620,401 1.20%
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund 152,598 $42,983,805 1.23%
EQ/Janus Enterprise Portfolio 150,611 $42,424,106 2.77%
Fidelity Total Market Index Fund 151,333 $41,430,435 0.03%
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund 136,493 $38,447,348 1.69%
Capital World Growth & Income Fund 138,905 $38,028,022 0.02%
Column Mid Cap Select Fund 133,458 $36,536,797 1.19%
Virtus KAR Small-Mid Cap Core Fund 128,946 $36,321,509 3.36%
Avantis U.S. Large Cap Value ETF 131,984 $36,133,260 0.28%
VANGUARD RUSSELL 1000 GROWTH INDEX FUND 131,575 $36,021,288 0.07%
VANGUARD FINANCIALS INDEX FUND 129,470 $35,445,002 0.26%
Fidelity Series Total Market Index Fund 122,180 $33,449,219 0.03%
iShares Russell 1000 Value ETF 115,377 $32,499,393 0.04%
U.S. CORE EQUITY 2 PORTFOLIO 91,683 $32,428,277 0.08%
Putnam Sustainable Leaders Fund 113,040 $31,841,107 0.48%
U.S. CORE EQUITY 1 PORTFOLIO 88,991 $31,476,117 0.08%
Showing 1–50 of 598 positions
Key facts CIK 1397911 CUSIP 50212V100 13F (30d) 18 filings 14 filers Visit website Investor relations