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LPLA · LPL Financial Holdings Inc.

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$370.67 -4.29 (-1.14%) At close · Aug 14
Market Cap
$29.19B
Shares
78.74M

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

Funds holding LPLA

604 fund positions
Fund Balance Value % of Fund Open
Dodge & Cox Stock Fund 2,790,827 $839,564,486 0.73%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,548,176 $766,567,786 0.04%
MidCap Fund 1,988,698 $664,483,663 2.64%
Janus Henderson Enterprise Fund 1,828,994 $550,216,265 2.69%
VANGUARD MID-CAP INDEX FUND 1,729,462 $520,274,053 0.26%
Growth Fund of America 1,614,407 $441,976,204 0.12%
Disciplined Value Mid Cap Fund 1,178,852 $354,634,047 1.62%
VANGUARD GROWTH INDEX FUND 1,017,418 $306,069,857 0.10%
VanEck Morningstar Wide Moat ETF 920,870 $277,025,322 2.38%
VANGUARD EXTENDED MARKET INDEX FUND 893,679 $268,845,454 0.33%
Disciplined Value Fund 754,161 $226,874,254 1.33%
MFS Mid Cap Growth Fund 777,696 $212,909,834 1.54%
MFS Growth Fund 716,426 $196,135,946 0.47%
VANGUARD MID-CAP GROWTH INDEX FUND 609,097 $183,234,651 0.63%
iShares Russell Mid-Cap Growth ETF 534,931 $160,923,293 0.86%
Fidelity Extended Market Index Fund 412,420 $112,908,223 0.26%
Fidelity Mid Cap Index Fund 295,162 $98,622,479 0.20%
iShares Russell 1000 Growth ETF 321,298 $96,656,077 0.09%
Janus Henderson Research Fund 320,278 $96,349,231 0.39%
iShares Russell Mid-Cap ETF 304,168 $91,502,859 0.19%
Carillon Eagle Mid Cap Growth Fund 290,532 $87,400,742 1.83%
FPA Crescent Fund 283,826 $85,383,376 0.72%
Janus Henderson Triton Fund 279,673 $84,134,029 1.62%
Heritage Fund 245,564 $82,050,299 1.53%
Fidelity Value Fund 239,225 $79,932,249 0.82%
Nomura Mid Cap Growth Fund 256,251 $77,087,988 2.57%
Franklin Income Fund 240,000 $72,199,200 0.09%
Dodge & Cox Global Stock Fund 236,424 $71,123,432 0.59%
Dodge & Cox Balanced Fund 234,200 $70,454,386 0.48%
Victory Sycamore Established Value Fund 220,000 $66,182,600 0.44%
JPMorgan Mid Cap Growth Fund 208,968 $62,863,843 0.55%
Growth Fund 200,152 $60,211,726 0.12%
Virtus KAR Mid-Cap Core Fund 181,961 $54,739,328 2.81%
Virtus KAR Small-Mid Cap Core Fund 170,626 $51,329,420 3.58%
Dimensional U.S. Core Equity 2 ETF 147,511 $49,287,850 0.11%
Fidelity Low-Priced Stock Fund 146,364 $48,904,603 0.21%
Bridge Builder Small/Mid Cap Value Fund 160,787 $48,369,553 0.53%
Invesco Discovery Mid Cap Growth Fund 141,036 $47,124,359 0.70%
Franklin Small-Mid Cap Growth Fund 139,948 $46,760,825 1.32%
Schwab U.S. Large-Cap Growth ETF 168,930 $46,247,966 0.08%
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund 152,598 $45,906,056 1.41%
Janus Henderson Enterprise Portfolio 152,307 $45,818,515 2.70%
Janus Henderson Venture Fund 149,510 $44,977,093 1.47%
Fidelity Total Market Index Fund 151,333 $41,430,435 0.03%
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund 130,732 $39,328,108 2.18%
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 130,485 $39,253,803 0.92%
iShares U.S. Broker-Dealers & Securities Exchanges ETF 128,146 $38,550,161 2.51%
Capital World Growth & Income Fund 138,905 $38,028,022 0.02%
Fidelity Large Cap Growth Index Fund 113,317 $37,862,609 0.09%
Column Mid Cap Select Fund 133,458 $36,536,797 1.19%
Showing 1–50 of 604 positions
Key facts CIK 1397911 CUSIP 50212V100 13F (30d) 742 filings 700 filers Visit website Investor relations

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