LPLA · LPL Financial Holdings Inc. · Shareholders & Ownership

$318.34 +2.73 (+0.86%)

Russell 1000 member Rebalance outlook locked

Market Cap

$24.85B

78.74M

Volume · Oct 26 363.75K Avg daily vol (3M) 720.3K

Every disclosed holder of LPLA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns LPLA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	776	82,087,779	104.25%	Yes
Insiders (Forms 3, 4, 5)	21	427,296	0.54%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,772,785	-4.79%	Negative
Registered funds (N-PORT, not summed)	544	32,929,241	41.82%	No

Shares outstanding: 78,742,290, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LPLA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,732,991	6.01%	-241,264	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	329,684	0.42%	+25,516	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	168,423	0.21%	-366,508	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	115,377	0.15%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	108,877	0.14%	-212,421	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	103,326	0.13%	+2,448	Jun 30, 2026	iShares Trust, not summed
2	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,578,679	5.81%	+432,132	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	3,017,127	3.83%	+226,300	Jun 30, 2026	Dodge & Cox Funds, not summed
2.2	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	255,400	0.32%	+21,200	Jun 30, 2026	Dodge & Cox Funds, not summed
2.3	Dodge & Cox Global Stock Fund Fund S000022057 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	236,424	0.30%	0	Jun 30, 2026	Dodge & Cox Funds, not summed
3	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,250,828	5.40%	+119,330	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Boston Partners 13G CIK 1386060 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,004,971	5.09%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,198,356	5.33%	+531,576	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	JANUS HENDERSON GROUP PLC 13G CIK 1274173 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,198,356	5.33%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	190,226	0.24%	+37,919	Jun 30, 2026	Janus Aspen Series, not summed
4.3	Janus Henderson VIT Global Research Portfolio Fund S000010402 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	23,696	0.03%	-314	Jun 30, 2026	Janus Aspen Series, not summed
4.4	Janus Henderson VIT Research Portfolio Fund S000010395 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	6,000	0.01%	-2,681	Jun 30, 2026	Janus Aspen Series, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,832,005	4.87%	-19,973	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,613,624	4.59%	+16,656	Jun 30, 2026	carried, not yet filed for the newest quarter
7	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,684,964	3.41%	+48,420	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,820,682	2.31%	-168,016	Jul 31, 2026	Principal Funds, Inc, not summed
7.2	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	42,524	0.05%	+3,349	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
7.3	LargeCap Value Fund III Fund S000007122 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	22,328	0.03%	-26,382	Jul 31, 2026	Principal Funds, Inc, not summed
7.4	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	20,953	0.03%	-2,947	Jul 31, 2026	Principal Funds, Inc, not summed
8	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,538,862	3.22%	-9,314	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	SAMLYN CAPITAL, LLC 13F CIK 1421097 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,405,639	3.06%	+82,279	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,343,266	2.98%	+30,820	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	2,226,526	2.83%	+397,532	Jun 30, 2026	Janus Investment Fund, not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,934,239	2.46%	+70,973	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	27,904	0.04%	-400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.2	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	23,224	0.03%	+1,266	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.3	State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF Fund S000048346 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,082	0.00%	+423	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.4	State Street(R) SPDR(R) MSCI USA Gender Diversity ETF Fund S000053058 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	793	0.00%	+113	Jun 30, 2026	SPDR SERIES TRUST, not summed
12.5	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	463	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
13	WCM INVESTMENT MANAGEMENT, LLC 13F CIK 1061186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,810,058	2.30%	+75,663	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,732,992	2.20%	+3,530	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,695,954	2.15%	+1,335,148	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	60,273	0.08%	—	May 31, 2026	Goldman Sachs Trust, not summed
15.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	43,374	0.06%	—	May 31, 2026	Goldman Sachs Trust, not summed
15.3	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	30,048	0.04%	+19,085	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
15.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	10,638	0.01%	+2,409	May 31, 2026	Goldman Sachs ETF Trust, not summed
15.5	Goldman Sachs Variable Insurance Trust Mid Cap Growth Fund Fund S000009360 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	4,126	0.01%	+1,199	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	1,614,407	2.05%	-857,061	May 31, 2026	Growth Fund of America, not summed
17	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,502,575	1.91%	-92,175	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,458,759	1.85%	-2,410,600	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	777,696	0.99%	-120,188	May 31, 2026	MFS Series Trust IV, not summed
18.2	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	716,426	0.91%	-76,588	May 31, 2026	MFS Series Trust II, not summed
18.3	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	30,443	0.04%	-10,291	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
18.4	MFS Active Value ETF Fund S000085670 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	15,145	0.02%	+7,350	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
18.5	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	13,014	0.02%	-9,382	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
19	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,434,522	1.82%	-245,568	Jun 30, 2026	carried, not yet filed for the newest quarter
20	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,385,759	1.76%	-186,239	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AB Tax-Managed Wealth Appreciation Strategy Fund S000010515 · Registered fund · Jun 30, 2026 AB PORTFOLIOS, not summed	2,952	0.00%	0	Jun 30, 2026	AB PORTFOLIOS, not summed
20.2	AB Sustainable Thematic Balanced Portfolio Fund S000010510 · Registered fund · May 31, 2026 AB PORTFOLIOS, not summed	1,544	0.00%	-633	May 31, 2026	AB PORTFOLIOS, not summed
20.3	AB Dynamic Asset Allocation Portfolio Fund S000031722 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	136	0.00%	-10	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
21	LONE PINE CAPITAL LLC 13F CIK 1061165 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,219,099	1.55%	-830,868	Jun 30, 2026	carried, not yet filed for the newest quarter
22	SurgoCap Partners LP 13F CIK 1960830 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,063,218	1.35%	+42,379	Jun 30, 2026	carried, not yet filed for the newest quarter
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,054,523	1.34%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,050,095	1.33%	+32,677	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,048,344	1.33%	+45,367	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	949,463	1.21%	+28,593	Jun 30, 2026	VanEck ETF Trust, not summed
25.2	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	2,944	0.00%	+278	Jun 30, 2026	VanEck Funds, not summed
26	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,243	1.31%	-62,163	Jun 30, 2026	carried, not yet filed for the newest quarter
27	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 13F CIK 1854440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	993,006	1.26%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	981,391	1.25%	-316,299	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	412,420	0.52%	-6,101	May 31, 2026	Fidelity Concord Street Trust, not summed
28.2	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	303,330	0.39%	+8,168	Jul 31, 2026	Fidelity Salem Street Trust, not summed
28.3	Fidelity Value Fund Fund S000005455 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	261,900	0.33%	+22,675	Jul 31, 2026	Fidelity Capital Trust, not summed
28.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	151,333	0.19%	+1,697	May 31, 2026	Fidelity Concord Street Trust, not summed
28.5	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	146,168	0.19%	-196	Jul 31, 2026	Fidelity Puritan Trust, not summed
29	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	975,627	1.24%	+975,627	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	917,197	1.16%	+23,518	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	861,982	1.09%	-421,683	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	256	0.00%	-21	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
31.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	166	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
31.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	127	0.00%	+21	Jul 31, 2026	E Trade Trust, not summed
31.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	34	0.00%	-3	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	820,595	1.04%	+4,228	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	151,128	0.19%	+3,617	Jul 31, 2026	Dimensional ETF Trust, not summed
32.2	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	91,683	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.3	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	88,991	0.11%	+1	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	U.S. Sustainability Core 1 Portfolio Fund S000020422 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	39,653	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.5	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	31,604	0.04%	-2,872	Jul 31, 2026	Dimensional ETF Trust, not summed
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	815,663	1.04%	+12,235	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	793,061	1.01%	-88,445	Jun 30, 2026	carried, not yet filed for the newest quarter
35	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	645,369	0.82%	-20,700	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	296,609	0.38%	+6,077	Jun 30, 2026	Carillon Series Trust, not summed
35.2	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	7,451	0.01%	-172	Jun 30, 2026	Carillon Series Trust, not summed
36	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	642,765	0.82%	-280,706	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	642,484	0.82%	+543,869	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	612,719	0.78%	+3,622	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	578,032	0.73%	-13,634	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	PACE Small/Medium Co Value Equity Investments Fund S000002973 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	5,491	0.01%	-380	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
40	Markel Group Inc. 13F CIK 1096343 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	559,951	0.71%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	540,254	0.69%	-113,629	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	539,921	0.69%	+41,298	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	51,616	0.07%	-78,869	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
42.2	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	39,000	0.05%	+4,320	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
42.3	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	29,011	0.04%	+7,311	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
42.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	12,365	0.02%	+3,091	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
42.5	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	11,609	0.01%	+461	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
43	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,867	0.67%	+98,529	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	510,067	0.65%	+1,773	Jun 30, 2026	carried, not yet filed for the newest quarter
45	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	508,634	0.65%	-16,812	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,779	0.00%	+106	Jun 30, 2026	Northern Funds, not summed
45.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,944	0.00%	+96	Jul 31, 2026	FlexShares Trust, not summed
46	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	507,345	0.64%	+456,702	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	481,371	0.61%	+40,907	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	168,930	0.21%	+15,516	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	84,270	0.11%	+1,397	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	48,299	0.06%	+913	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	47,212	0.06%	+779	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.5	Schwab 1000 Index Fund Fund S000006807 · Registered fund · Jul 31, 2026 SCHWAB INVESTMENTS, not summed	25,263	0.03%	-364	Jul 31, 2026	SCHWAB INVESTMENTS, not summed
48	Holocene Advisors, LP 13F CIK 1700574 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	462,479	0.59%	+44,832	Jun 30, 2026	carried, not yet filed for the newest quarter
49	TD Asset Management Inc 13F CIK 1056053 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	461,374	0.59%	-92,759	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	448,361	0.57%	+403,004	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1397911 CUSIP 50212V100 13F (30d) 168 filings 155 filers Visit website Investor relations