Question 1

Does LPL Financial own EFV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 13,493,721 shares of EFV, worth $1B.

Question 2

How many shares of EFV does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 13,493,721 shares of EFV.

Question 3

What is LPL Financial's EFV position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's EFV position is worth $1B.

Question 4

Is LPL Financial buying or selling EFV?

Accepted Answer

In Q2 2026, LPL Financial reduced its EFV position by 7,354,790 shares (-35.3%).

Question 5

When did LPL Financial first buy EFV?

Accepted Answer

LPL Financial already held EFV in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	13.5M	-35.3%	$1B	0.2%	$76.55	0
2026-Q1	Increased	20.8M	+6.7%	$1.6B	0.4%	$72.43	41
2025-Q4	Decreased	19.5M	-5.8%	$1.4B	0.4%	$69.56	0
2025-Q3	Decreased	20.7M	-8.7%	$1.4B	0.4%	$64.61	0
2025-Q2	Increased	22.7M	+50.8%	$1.4B	0.5%	$60.46	53
2025-Q1	Decreased	15.1M	-12.4%	$887.5M	0.3%	$54.94	0
2024-Q4	Increased	17.2M	+34.6%	$902.2M	0.4%	$48.91	49
2024-Q3	Increased	12.8M	+91.4%	$734.9M	0.3%	$52.72	60

EFVShowing 8 of 31 quarters

EFV
Showing 8 of 31 quarters