LPL Financial Holdings Inc. (LPLA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling LPLA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for LPL Financial Holdings Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on LPLA?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for LPL Financial Holdings Inc..

Is institutional money flowing into LPLA?

272 institutional investors hold LPL Financial Holdings Inc. (LPLA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about LPLA?

Track institutional sentiment and conviction scores for LPL Financial Holdings Inc. (LPLA) including Smart Money Verdict and position changes on HoldingsIntel.

LPL Financial Holdings Inc.

LPLA·50212V100·US·equity·Financial Services - Capital Markets-13D/G

LPLA (LPL Financial Holdings Inc.) is held by 272 institutional investors as of Q4 2025. Largest holders: VANGUARD GROUP INC ($2.9B), BlackRock, Inc. ($1.8B), DODGE & COX ($1.4B). Net institutional sentiment: Mixed.

272

Holders

Avg rating(18 Elite)

$25.4B

Total Value

48% (284)

Fund Consensus

131 buying - 142 selling

Smart Money VerdictView all

55Mixed MomentumSplit Signals

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See how LPLA's score breaks down across 4 SEC sources

Held by 272 funds

18 elite

Who's Trading

InsiderAudette Matthew JSell $107KApr 14, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderCohen Marc EliotSell $683KMar 9, 2026

CongressMichael T. McCaulBuy $100,001 - $250,000Mar 2, 2026

InsiderJambusaria AneriSell $94KMar 2, 2026

InsiderAudette Matthew JSell $111KFeb 26, 2026

CongressGilbert CisnerosBuy $1,001 - $15,000Dec 10, 2025

CongressMichael T. McCaulBuy $1,001 - $15,000Oct 27, 2025

CongressMichael T. McCaulBuy $5,000,001 - $25,000,000Aug 22, 2025

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANGUARD GROUP INC	Decreased	8.1M(-1.9%)	$2.9B	0.0%	+24.48%	0
BlackRock, Inc.	Increased	5M(+0.3%)	$1.8B	0.0%	-6.36%	32
DODGE & COX	Increased	3.9M(+18.6%)	$1.4B	0.8%	-11.83%	53
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Increased	3.7M(+14.7%)	$1.3B	0.4%	-6.81%	44
Capital World Investors	Increased	3.6M(+37.9%)	$1.3B	0.2%	-11.41%	50
Boston Partners	Decreased	3.6M(-3.2%)	$1.3B	1.3%	+19.26%	0
JANUS HENDERSON GROUP PLC	Increased	3.4M(+9.1%)	$1.2B	0.5%	+87.96%	49
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Decreased	2.3M(-7.4%)	$821M	2.2%	+75.61%	0
LONE PINE CAPITAL LLC	Decreased	2.1M(-8.0%)	$741.1M	5.4%	+33.92%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	1.9M(-1.8%)	$691M	0.4%	-10.72%	0
STATE STREET CORP	Increased	1.8M(+0.8%)	$658.3M	0.0%	+29.06%	32
MORGAN STANLEY	Increased	1.8M(+19.2%)	$629.8M	0.0%	-2.19%	37
WCM INVESTMENT MANAGEMENT, LLC	Decreased	1.7M(-1.2%)	$619.3M	1.3%	+48.75%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.6M(+0.8%)	$553.9M	0.0%	+100.53%	32
BARROW HANLEY MEWHINNEY & STRAUSS LLC	New	1.3M	$450.5M	1.5%	-14.88%	71
ALLIANCEBERNSTEIN L.P.	Increased	1.2M(+112.6%)	$428.4M	0.1%	-8.10%	60
JPMORGAN CHASE & CO	Increased	1.2M(+27.6%)	$427.7M	0.0%	-8.27%	39
BANK OF AMERICA CORP /DE/	Decreased	796,171(-9.3%)	$284.4M	0.0%	-8.22%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	788,342(-7.0%)	$281.6M	0.1%	+42.64%	0
RAYMOND JAMES FINANCIAL INC	Decreased	729,567(-11.5%)	$261.7M	0.1%	-6.17%	0
FMR LLC	Decreased	664,979(-40.7%)	$237.5M	0.0%	-6.22%	0
APG Asset Management N.V.	Decreased	743,717(-3.1%)	$226.2M	0.6%	-11.43%	0
TD ASSET MANAGEMENT INC	Decreased	633,192(-8.5%)	$226.2M	0.2%	+38.59%	0
WESTFIELD CAPITAL MANAGEMENT CO LP	Increased	625,562(+8.7%)	$223.4M	0.9%	+43.14%	47
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	581,924(-1.3%)	$207.8M	0.0%	+32.01%	0
MARKEL GROUP INC.	Increased	559,951(+1.2%)	$200M	1.6%	+28.28%	49
NORTHERN TRUST CORP	Decreased	515,460(-3.2%)	$184.1M	0.0%	+93.17%	0
Invesco Ltd.	Decreased	514,687(-4.6%)	$183.8M	0.0%	-8.36%	0
Third Point LLC	Decreased	510,000(-14.2%)	$182.2M	2.5%	+20.19%	0
WELLS FARGO & COMPANY/MN	Decreased	486,928(-13.6%)	$173.9M	0.0%	+20.31%	0
Epoch Investment Partners, Inc.	Decreased	462,450(-4.2%)	$165.2M	0.9%	+46.30%	0
AMERICAN CENTURY COMPANIES INC	Increased	455,761(+6.6%)	$162.8M	0.1%	+38.53%	32
UBS Group AG	Increased	428,755(+27.6%)	$153.1M	0.0%	+1.90%	38
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	418,574(+3.3%)	$149.5M	0.0%	+97.34%	31
CANTILLON CAPITAL MANAGEMENT LLC	New	369,068	$131.8M	0.7%	-14.88%	60
Legal & General Group Plc	Increased	368,301(+9.8%)	$131.5M	0.0%	+37.52%	33
Bank of New York Mellon Corp	Decreased	365,384(-19.3%)	$130.5M	0.0%	+61.18%	0
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	Increased	363,462(+16.9%)	$129.8M	0.2%	-3.69%	42
Holocene Advisors, LP	Increased	362,364(+21.2%)	$129.4M	0.3%	+0.26%	43
CITADEL ADVISORS LLC	Decreased	356,446(-7.3%)	$127.3M	0.0%	-10.02%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	352,940(-11.2%)	$126.1M	0.0%	+33.78%	0
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	New	328,926	$117.5M	0.2%	-14.88%	50
MILLENNIUM MANAGEMENT LLC	Decreased	304,710(-71.1%)	$108.8M	0.0%	-7.57%	0
M&T BANK CORP	Increased	1.1M(+280x)	$106.6M	0.3%	-14.71%	58
GOLDMAN SACHS GROUP INC	Decreased	279,485(-2.1%)	$99.8M	0.0%	-7.72%	0
GILDER GAGNON HOWE & CO LLC	Decreased	259,070(-2.6%)	$92.5M	1.0%	+35.24%	0
Egerton Capital (UK) LLP	New	254,813	$91M	1.0%	-14.88%	59
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Increased	251,397(+12.7%)	$89.8M	0.5%	+3.89%	40
TRUIST FINANCIAL CORP	Decreased	206,345(-1.6%)	$73.7M	0.1%	+38.33%	0
DEUTSCHE BANK AG\	Increased	188,100(+8.6%)	$67.2M	0.0%	+32.74%	32
BROWN BROTHERS HARRIMAN & CO	Decreased	187,084(-1.7%)	$66.8M	0.4%	+21.10%	0
STIFEL FINANCIAL CORP	Decreased	181,199(-3.0%)	$64.7M	0.1%	+26.58%	0
ROYAL BANK OF CANADA	Decreased	180,720(-38.3%)	$64.5M	0.0%	-8.49%	0
Sumitomo Mitsui Trust Group, Inc.	Decreased	176,484(-3.9%)	$63M	0.0%	+54.46%	0
BAMCO INC /NY/	Decreased	175,245(-15.7%)	$62.6M	0.2%	+1.47%	0
Amundi	Increased	170,754(+34.9%)	$61M	0.0%	-4.99%	38
FRANKLIN RESOURCES INC	Decreased	161,772(-4.2%)	$57.8M	0.0%	+28.61%	0
AMERIPRISE FINANCIAL INC	Increased	161,410(+43.3%)	$57.6M	0.0%	+0.43%	40
Nuveen, LLC	Decreased	159,596(-15.5%)	$57M	0.0%	-8.97%	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Decreased	152,668(-4.3%)	$54.5M	0.0%	+130.51%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	148,452(-7.3%)	$53M	0.0%	-0.87%	0
WESTWOOD HOLDINGS GROUP INC	Decreased	138,040(-27.4%)	$49.3M	0.4%	-10.02%	0
LPL Financial LLC	Increased	134,639(+4.5%)	$48.1M	0.0%	+51.40%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	134,221(+32.3%)	$47.9M	0.0%	-10.52%	37
Jain Global LLC	Increased	131,527(+7256.1%)	$47M	0.2%	-14.89%	56
Allspring Global Investments Holdings, LLC	Decreased	124,728(-23.2%)	$45.1M	0.1%	-10.62%	0
National Pension Service	Increased	126,025(+7.7%)	$45M	0.0%	+35.01%	32
DANSKE BANK A/S	Decreased	124,333(-5.4%)	$44.4M	0.1%	-9.14%	0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	119,651	$42.7M	0.0%	+171.11%	29
Bridgewater Associates, LP	Decreased	118,294(-43.3%)	$42.3M	0.2%	-4.30%	0
PFA Pension, Forsikringsaktieselskab	New	114,846	$41.3M	0.1%	-14.88%	48
RENAISSANCE TECHNOLOGIES LLC	Increased	114,060(+38.1%)	$40.7M	0.1%	-14.10%	38
SEI INVESTMENTS CO	Decreased	111,807(-9.6%)	$39.9M	0.0%	+0.46%	0
JENNISON ASSOCIATES LLC	Decreased	111,667(-89.9%)	$39.9M	0.0%	-9.92%	0
Ensign Peak Advisors, Inc	Decreased	109,878(-3.9%)	$39.2M	0.1%	+0.14%	0
VICTORY CAPITAL MANAGEMENT INC	Decreased	104,453(-11.6%)	$37.3M	0.0%	+5.54%	0
KING STREET CAPITAL MANAGEMENT, L.P.	New	104,000	$37.1M	5.1%	-14.88%	93
RHUMBLINE ADVISERS	Decreased	100,756(-2.6%)	$36M	0.0%	+137.45%	0
CITIGROUP INC	Decreased	99,156(-30.6%)	$35.4M	0.0%	-9.32%	0
FIRST TRUST ADVISORS LP	Decreased	98,528(-30.5%)	$35.2M	0.0%	-7.14%	0
Aberdeen Group plc	Increased	97,431(+5.1%)	$34.8M	0.1%	+72.38%	30
BARCLAYS PLC	Increased	88,787(+11.0%)	$31.7M	0.0%	+7.64%	32
Hudson Bay Capital Management LP	Decreased	80,097(-19.2%)	$28.6M	0.1%	+2.76%	0
Mitsubishi UFJ Asset Management Co., Ltd.	Increased	77,992(+7.1%)	$28.2M	0.0%	+15.87%	31
D. E. Shaw & Co., Inc.	Increased	78,252(+2.1%)	$27.9M	0.0%	+42.03%	29
Woodline Partners LP	New	73,546	$26.3M	0.1%	-14.88%	47
Swedbank AB	Decreased	72,487(-9.9%)	$25.9M	0.0%	-2.43%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Decreased	72,197(-2.4%)	$25.8M	0.0%	+184.26%	0
MOORE CAPITAL MANAGEMENT, LP	New	67,008	$23.9M	0.3%	-14.88%	47
AVIVA PLC	Increased	66,939(+5.6%)	$23.9M	0.0%	+17.70%	30
ROYAL LONDON ASSET MANAGEMENT LTD	Decreased	64,923(-0.2%)	$23.2M	0.0%	+27.44%	0
Russell Investments Group, Ltd.	Increased	59,134(+0.4%)	$21.1M	0.0%	+41.54%	28
HSBC HOLDINGS PLC	Decreased	58,411(-41.6%)	$20.9M	0.0%	+7.67%	0
Korea Investment CORP	Decreased	56,711(-0.6%)	$20.3M	0.0%	+19.52%	0
Mawer Investment Management Ltd.	Decreased	49,606(-5.8%)	$17.7M	0.1%	+12.64%	0
Pictet Asset Management Holding SA	Decreased	44,463(-6.4%)	$15.9M	0.0%	+20.31%	0
Verition Fund Management LLC	Increased	44,139(+32.6%)	$15.8M	0.1%	-10.51%	36
STATE OF WISCONSIN INVESTMENT BOARD	Decreased	43,988(-19.1%)	$15.7M	0.0%	+32.21%	0
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	43,641(-24.6%)	$15.6M	0.0%	+73.30%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	42,685(-50.1%)	$15.2M	0.0%	+12.61%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Increased	42,585(+1.9%)	$15.2M	0.0%	-8.28%	29
ADAGE CAPITAL PARTNERS GP, L.L.C.	New	40,000	$14.3M	0.0%	-14.88%	39
WHITTIER TRUST CO	Increased	36,381(+3.5%)	$13.7M	0.1%	+4.98%	35
Zurcher Kantonalbank (Zurich Cantonalbank)	Decreased	37,804(-0.6%)	$13.5M	0.0%	+39.09%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	36,690(-1.7%)	$13.1M	0.0%	+29.50%	0
Mitsubishi UFJ Trust & Banking Corp	Decreased	35,746(-12.6%)	$12.8M	0.0%	+51.56%	0
PICTON MAHONEY ASSET MANAGEMENT	Increased	35,413(+1509.7%)	$12.6M	0.1%	-14.49%	45
BNP PARIBAS FINANCIAL MARKETS	Increased	35,304(+8.9%)	$12.6M	0.0%	+6.46%	30
Pathstone Holdings, LLC	Increased	35,291(+3.6%)	$12.6M	0.0%	+29.23%	29
Quantinno Capital Management LP	Increased	34,946(+14.8%)	$12.5M	0.0%	+5.14%	32
DIAMOND HILL CAPITAL MANAGEMENT INC	Decreased	34,304(-2.5%)	$12.3M	0.1%	-6.93%	0
B. Metzler seel. Sohn & Co. AG	Increased	32,654(+2.4%)	$11.7M	0.1%	-6.72%	34
Asset Management One Co., Ltd.	Decreased	30,234(-2.5%)	$11.1M	0.0%	+46.73%	0
KLP KAPITALFORVALTNING AS	Increased	30,700(+10.0%)	$11M	0.0%	-7.42%	31
Corient Private Wealth LLC	Decreased	30,876(-4.8%)	$10.8M	0.0%	+29.52%	0
Private Advisor Group, LLC	Decreased	29,097(-3.4%)	$10.4M	0.0%	+102.46%	0
Assenagon Asset Management S.A.	Increased	28,912(+1103.2%)	$10.3M	0.0%	-13.31%	45
State of New Jersey Common Pension Fund D	Decreased	27,298(-2.4%)	$9.8M	0.0%	+160.10%	0
Man Group plc	Decreased	27,220(-83.1%)	$9.7M	0.0%	+3.05%	0
Lansforsakringar Fondforvaltning AB (publ)	Increased	26,988(+12.2%)	$9.6M	0.0%	-7.19%	31
NOMURA HOLDINGS INC	Increased	26,127(+1645.3%)	$9.3M	0.0%	-14.74%	45
NOMURA ASSET MANAGEMENT CO LTD	Increased	25,577(+5.4%)	$9.1M	0.0%	+52.55%	29
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Decreased	24,910(-9.5%)	$8.9M	0.0%	+121.79%	0
Resona Asset Management Co.,Ltd.	Decreased	23,829(-5.1%)	$8.5M	0.0%	+10.91%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	23,448(-16.8%)	$8.4M	0.0%	+34.55%	0
Arizona State Retirement System	Decreased	21,963(-6.7%)	$7.8M	0.0%	+194.69%	0
Brevan Howard Capital Management LP	Increased	20,583(+185.9%)	$7.4M	0.1%	-7.15%	44
NewEdge Wealth, LLC	Decreased	19,970(-6.7%)	$7.1M	0.1%	+36.44%	0
US BANCORP \DE\	Decreased	19,865(-3.3%)	$7.1M	0.0%	+171.05%	0
MML INVESTORS SERVICES, LLC	Increased	18,851(+1.6%)	$6.7M	0.0%	+31.11%	28
Point72 Asset Management, L.P.	New	18,778	$6.7M	0.0%	-14.88%	38
Cetera Investment Advisers	Decreased	18,759(-1.3%)	$6.7M	0.0%	+16.15%	0
Empowered Funds, LLC	Decreased	18,354(-52.3%)	$6.6M	0.1%	-3.80%	0
XPONANCE LLC	Increased	17,382(+2.9%)	$6.2M	0.0%	+40.25%	28
COMERICA BANK	Decreased	17,144(-88.2%)	$6.1M	0.0%	+21.25%	0
FORSTA AP-FONDEN	Decreased	16,520(-5.1%)	$5.9M	0.0%	+35.36%	0
Skandinaviska Enskilda Banken AB (publ)	Decreased	16,239(-5.2%)	$5.8M	0.0%	+39.59%	0
PRIMECAP MANAGEMENT CO/CA/	Unchanged	16,000	$5.7M	0.0%	+95.76%	0
Eurizon Capital SGR S.p.A.	New	15,475	$5.5M	0.0%	-14.88%	37
Sanctuary Advisors, LLC	Decreased	15,254(-19.4%)	$5.4M	0.0%	+8.73%	0
DnB Asset Management AS	Increased	15,216(+0.9%)	$5.4M	0.0%	+26.69%	27
SCS Capital Management LLC	Decreased	15,161(-6.2%)	$5.4M	0.1%	-8.88%	0
Schonfeld Strategic Advisors LLC	New	14,983	$5.4M	0.0%	-14.88%	37
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	Decreased	14,820(-6.8%)	$5.3M	0.0%	+31.82%	0
TCW GROUP INC	New	14,768	$5.3M	0.0%	-14.88%	37
COMMERCE BANK	Decreased	14,678(-1.8%)	$5.2M	0.0%	+67.32%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Decreased	14,647(-2.9%)	$5.2M	0.0%	+69.03%	0
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	Increased	14,168(+23.3%)	$5.1M	0.0%	+17.41%	33
&PARTNERS	Decreased	13,761(-6.9%)	$4.9M	0.0%	-0.19%	0
Utah Retirement Systems	Unchanged	13,169	$4.7M	0.0%	+247.77%	0
STRS OHIO	Decreased	13,109(-18.6%)	$4.7M	0.0%	-15.34%	0
TORONTO DOMINION BANK	Decreased	13,027(-1.2%)	$4.7M	0.0%	-8.76%	0
Sumitomo Mitsui DS Asset Management Company, Ltd	Decreased	12,984(-17.6%)	$4.6M	0.0%	+61.48%	0
CIBC Private Wealth Group LLC	Increased	12,792(+2.1%)	$4.6M	0.0%	+2.40%	27
HighTower Advisors, LLC	Decreased	12,720(-1.1%)	$4.5M	0.0%	+28.60%	0
Swiss Life Asset Management Ltd	Increased	12,652(+2.1%)	$4.5M	0.0%	-9.68%	27
Police & Firemen's Retirement System of New Jersey	Decreased	12,204(-5.0%)	$4.4M	0.0%	-7.36%	0
OSAIC HOLDINGS, INC.	Decreased	11,073(-14.2%)	$4M	0.0%	+17.70%	0
NISSAY ASSET MANAGEMENT CORP /JAPAN	Increased	10,238(+1.1%)	$3.7M	0.0%	+47.96%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	10,056(+10.4%)	$3.6M	0.0%	+10.66%	29
Impax Asset Management Group plc	Unchanged	9,836	$3.5M	0.0%	-15.96%	0
PRUDENTIAL FINANCIAL INC	Increased	9,682(+107.9%)	$3.5M	0.0%	-7.76%	43
MARSHALL WACE, LLP	Decreased	9,744(-91.9%)	$3.5M	0.0%	-6.12%	0
Orion Porfolio Solutions, LLC	Increased	9,676(+31.1%)	$3.5M	0.0%	+0.84%	34
Dynasty Wealth Management, LLC	Increased	9,539(+9.0%)	$3.4M	0.0%	+0.08%	29
Creative Planning	Increased	9,502(+22.6%)	$3.4M	0.0%	+1.26%	32
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Increased	9,495(+70.5%)	$3.4M	0.0%	-6.92%	39
GREENLEAF TRUST	Increased	9,264(+0.0%)	$3.3M	0.0%	+32.75%	26
Vanguard Personalized Indexing Management, LLC	Increased	9,183(+3.1%)	$3.3M	0.0%	+28.62%	27
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	9,121(+196.7%)	$3.3M	0.0%	-12.38%	43
Mirae Asset Global Investments Co., Ltd.	Decreased	8,995(-17.2%)	$3.2M	0.0%	+5.54%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	7,978(-4.5%)	$3M	0.0%	+19.32%	0
Tredje AP-fonden	Decreased	8,213(-2.0%)	$2.9M	0.0%	+21.40%	0
NORDEA INVESTMENT MANAGEMENT AB	Increased	8,031(+10.4%)	$2.9M	0.0%	+26.67%	29
VOYA INVESTMENT MANAGEMENT LLC	Decreased	7,815(-41.6%)	$2.8M	0.0%	+68.75%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	7,712(+9.5%)	$2.8M	0.0%	+18.42%	29
HB Wealth Management, LLC	Decreased	7,665(-0.5%)	$2.7M	0.0%	-7.12%	0
KING LUTHER CAPITAL MANAGEMENT CORP	Increased	7,546(+18.7%)	$2.7M	0.0%	+61.83%	31
Candriam S.C.A.	Increased	7,330(+2.3%)	$2.6M	0.0%	+22.39%	27
Allworth Financial LP	Decreased	6,882(-2.3%)	$2.5M	0.0%	-13.64%	0
CIBC WORLD MARKET INC.	Increased	6,791(+0.8%)	$2.4M	0.0%	+256.29%	26
NISA INVESTMENT ADVISORS, LLC	Increased	6,785(+67.1%)	$2.4M	0.0%	-10.38%	38
CREDIT AGRICOLE S A	Increased	6,738(+5.7%)	$2.4M	0.0%	+4.98%	28
Baird Financial Group, Inc.	Increased	6,701(+6.7%)	$2.4M	0.0%	+22.62%	28
Cerity Partners LLC	Decreased	6,693(-10.0%)	$2.4M	0.0%	+24.88%	0
Envestnet Portfolio Solutions, Inc.	Decreased	6,576(-12.5%)	$2.3M	0.0%	+30.08%	0
Robeco Institutional Asset Management B.V.	Decreased	6,561(-54.7%)	$2.3M	0.0%	+8.27%	0
Wealthfront Advisers LLC	Increased	6,384(+24.6%)	$2.3M	0.0%	-1.49%	32
MACKENZIE FINANCIAL CORP	Increased	5,707(+8.4%)	$2M	0.0%	+19.90%	28
BANK OF NOVA SCOTIA	Increased	5,668(+82.6%)	$2M	0.0%	-12.29%	40
BLAIR WILLIAM & CO/IL	Increased	5,577(+190.2%)	$2M	0.0%	-2.55%	42
Rockefeller Capital Management L.P.	Increased	5,208(+64.5%)	$1.9M	0.0%	-11.99%	38
Neuberger Berman Group LLC	Decreased	5,157(-3.7%)	$1.8M	0.0%	-12.15%	0
MetLife Investment Management, LLC	Increased	5,147(+0.9%)	$1.8M	0.0%	+48.84%	26
BANK OF MONTREAL /CAN/	Decreased	5,127(-79.6%)	$1.8M	0.0%	-10.37%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	4,925(-7.4%)	$1.8M	0.0%	+17.29%	0
Merit Financial Group, LLC	Increased	4,661(+0.2%)	$1.7M	0.0%	-2.64%	26
Sequoia Financial Advisors, LLC	Increased	4,582(+136.6%)	$1.6M	0.0%	-8.82%	41
MERCER GLOBAL ADVISORS INC /ADV	Increased	4,527(+16.9%)	$1.6M	0.0%	+16.96%	30
QRG CAPITAL MANAGEMENT, INC.	Increased	4,238(+53.8%)	$1.5M	0.0%	-0.03%	36
Focus Partners Wealth	Increased	4,212(+8.8%)	$1.5M	0.0%	+18.65%	28
INTECH INVESTMENT MANAGEMENT LLC	Decreased	4,111(-28.5%)	$1.5M	0.0%	+17.31%	0
Kestra Advisory Services, LLC	Decreased	3,850(-5.8%)	$1.4M	0.0%	+45.51%	0
OneDigital Investment Advisors LLC	Decreased	3,823(-1.1%)	$1.4M	0.0%	+39.86%	0
JANE STREET GROUP, LLC	Decreased	3,820(-98.1%)	$1.4M	0.0%	-9.87%	0
NewEdge Advisors, LLC	Increased	3,762(+5.0%)	$1.3M	0.0%	+15.96%	27
Federation des caisses Desjardins du Quebec	Decreased	3,659(-20.1%)	$1.3M	0.0%	+1.50%	0
NATIONAL BANK OF CANADA /FI/	Increased	3,625(+28.1%)	$1.3M	0.0%	-9.91%	32
MAI Capital Management	Increased	3,620(+11.3%)	$1.3M	0.0%	+33.95%	28
CIBC Asset Management Inc	Increased	3,561(+10.0%)	$1.3M	0.0%	+80.53%	28
Rakuten Investment Management, Inc.	Decreased	3,467(-76.8%)	$1.3M	0.0%	-7.90%	0
Allianz Asset Management GmbH	Decreased	3,522(-37.4%)	$1.3M	0.0%	-1.63%	0
GATEWAY INVESTMENT ADVISERS LLC	Decreased	3,514(-0.0%)	$1.3M	0.0%	+28.06%	0
Grantham, Mayo, Van Otterloo & Co. LLC	Increased	3,505(+3.0%)	$1.3M	0.0%	-12.12%	26
Mariner, LLC	Increased	3,341(+5.5%)	$1.2M	0.0%	+28.24%	27
Walleye Trading LLC	New	3,217	$1.1M	0.0%	-14.88%	35
OMERS ADMINISTRATION Corp	Decreased	3,140(-59.4%)	$1.1M	0.0%	-5.61%	0
GABELLI FUNDS LLC	Decreased	3,080(-12.3%)	$1.1M	0.0%	+15.58%	0
FEDERATED HERMES, INC.	Decreased	3,070(-60.0%)	$1.1M	0.0%	+86.33%	0
Vident Advisory, LLC	Increased	3,066(+22.4%)	$1.1M	0.0%	+6.72%	30
Steward Partners Investment Advisory, LLC	Increased	3,015(+7.9%)	$1.1M	0.0%	+20.04%	27
SCHRODER INVESTMENT MANAGEMENT GROUP	Decreased	2,815(-17.6%)	$1M	0.0%	+23.75%	0
CIBC WORLD MARKETS CORP	Decreased	2,776(-16.6%)	$991,504	0.0%	+16.83%	0
TEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	2,647(-87.8%)	$945,430	0.0%	+30.48%	0
Beacon Pointe Advisors, LLC	Increased	2,603(+5.3%)	$929,740	0.0%	+3.45%	26
ASSETMARK, INC	Increased	2,601(+69.2%)	$929,021	0.0%	-5.37%	37
SIMPLEX TRADING, LLC	Increased	2,592(+5084.0%)	$925,784	0.0%	-14.79%	40
ExodusPoint Capital Management, LP	New	2,500	$892,925	0.0%	-14.88%	34
DAVENPORT & Co LLC	Increased	2,411(+11.3%)	$861,137	0.0%	+20.11%	28
MACQUARIE GROUP LTD	Decreased	2,404(-99.3%)	$858,637	0.0%	+6.59%	0
Tidal Investments LLC	Increased	2,274(+6.1%)	$812,204	0.0%	+7.90%	26
LONDON CO OF VIRGINIA	Unchanged	2,270	$810,776	0.0%	+197.36%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Decreased	2,150(-58.0%)	$767,919	0.0%	-7.35%	0
JONES FINANCIAL COMPANIES LLLP	Increased	2,017(+79.6%)	$720,412	0.0%	-12.32%	38
TWO SIGMA INVESTMENTS, LP	Decreased	1,975(-31.3%)	$705,411	0.0%	+34.91%	0
Lido Advisors, LLC	Increased	1,929(+4.5%)	$646,352	0.0%	+16.91%	26
Cresset Asset Management, LLC	Decreased	1,774(-17.9%)	$633,516	0.0%	-2.95%	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	1,668(-2.2%)	$612,039	0.0%	+69.03%	0
PRUDENTIAL PLC	Unchanged	1,681	$600,403	0.0%	+7.11%	0
Walleye Capital LLC	Decreased	1,468(-97.1%)	$524,326	0.0%	-9.77%	0
KEYBANK NATIONAL ASSOCIATION/OH	Increased	1,457(+1.4%)	$520,397	0.0%	-10.68%	24
UniSuper Management Pty Ltd	Unchanged	1,400	$500,038	0.0%	+26.34%	0
Erste Asset Management GmbH	Increased	1,246	$456,348	0.0%	-14.88%	24
BENJAMIN EDWARDS INC	Decreased	1,231(-25.7%)	$439,675	0.0%	-11.20%	0
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	Decreased	1,177(-20.1%)	$420,389	0.0%	+53.97%	0
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	1,170(-12.9%)	$417,746	0.0%	+19.22%	0
PANAGORA ASSET MANAGEMENT INC	Unchanged	1,150	$410,746	0.0%	+33.69%	0
LOOMIS SAYLES & CO L P	Increased	1,138(+521.9%)	$406,459	0.0%	-14.13%	38
MATHER GROUP, LLC.	Unchanged	916	$327,168	0.0%	+27.68%	0
NATIXIS	Decreased	897(-53.6%)	$320,381	0.0%	-10.41%	0
Vontobel Holding Ltd.	Unchanged	843	$301,094	0.0%	+49.45%	0
Wealthspire Advisors, LLC	Increased	822(+72.3%)	$293,594	0.0%	-11.50%	35
EP Wealth Advisors, LLC	Decreased	813(-13.1%)	$290,351	0.0%	+15.90%	0
ProShare Advisors LLC	New	710	$253,591	0.0%	-14.88%	32
Equitable Holdings, Inc.	New	708	$252,876	0.0%	-14.88%	32
Waverly Advisors, LLC	New	706	$252,162	0.0%	-14.88%	32
HUNTINGTON NATIONAL BANK	Decreased	682(-16.9%)	$243,590	0.0%	-8.45%	0
CI INVESTMENTS INC.	Decreased	645(-40.2%)	$230,375	0.0%	+16.46%	0
Farther Finance Advisors, LLC	Increased	632(+20.8%)	$225,706	0.0%	+2.30%	27
Twin Tree Management, LP	New	603	$215,374	0.0%	-14.88%	32
CANADA PENSION PLAN INVESTMENT BOARD	New	480	$171,442	0.0%	-14.88%	31
FIL Ltd	Decreased	428(-22.5%)	$152,869	0.0%	-5.14%	0
FIFTH THIRD BANCORP	Increased	349(+32.2%)	$124,652	0.0%	-9.63%	28
LOS ANGELES CAPITAL MANAGEMENT LLC	New	361	$122,195	0.0%	-14.88%	31
PRICE T ROWE ASSOCIATES INC /MD/	Increased	289,691(+6.9%)	$103,470	0.0%	+22.27%	23
CULLEN/FROST BANKERS, INC.	Unchanged	148	$52,883	0.0%	+139.48%	0
TD Waterhouse Canada Inc.	Decreased	33(-82.3%)	$11,787	0.0%	-10.48%	0
BNP Paribas Asset Management Holding S.A.	New	29,467	$10,543	0.0%	-14.88%	24
IFM Investors Pty Ltd	Increased	18,054(+3.9%)	$6,448	0.1%	+39.02%	16
First Eagle Investment Management, LLC	New	10	$3,572	0.0%	-14.88%	21
Pacer Advisors, Inc.	Unchanged	2	$714	0.0%	+33.22%	0
GROUP ONE TRADING LLC	Exited	0(-100.0%)	$5,656	0.0%	-1.27%	0
Jefferies Financial Group Inc.	Exited	0(-100.0%)	$3M	0.0%	+6.15%	0
AGF MANAGEMENT LTD	Exited	0(-100.0%)	$178.7M	0.0%	+27.40%	0
Virtu Financial LLC	Exited	0(-100.0%)	$8,341	0.0%	+3.58%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$797,791	0.0%	+1.65%	0
Integrated Wealth Concepts LLC	Exited	0(-100.0%)	$268,269	0.0%	+55.79%	0
XTX Topco Ltd	Exited	0(-100.0%)	$1M	0.0%	+5.71%	0
Alyeska Investment Group, L.P.	Exited	0(-100.0%)	$23.1M	0.0%	+5.71%	0
Bank Julius Baer & Co. Ltd, Zurich	Exited	0(-100.0%)	$515,669	0.0%	-1.27%	0
Boston Trust Walden Corp	Exited	0(-100.0%)	$226,229	0.0%	-1.27%	0
TWO SIGMA ADVISERS, LP	Exited	0(-100.0%)	$299,421	0.0%	+5.71%	0
IEQ CAPITAL, LLC	Exited	0(-100.0%)	$231,409	0.0%	+39.93%	0

LPL Financial Holdings Inc.

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