LPL Financial LLC 13F Portfolio
 | Fund | Portfolio Manager | Performance 26Q2 | AUM (13F) | # of Holdings | Performance Rank | Allocation |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | LPL Financial LLC | 14.15% | $444609423000 | 5989 |
|
LPL Financial LLC Holdings Map
Top 50 LPL Financial LLC Holdings
| Stock | Company Name | % of Portfolio | Δ % of Portf | Shares Owned | Calls/Puts | Value Owned | Trade Value | Latest Activity | Ownership Hist | Net Ownership Hist | Average Buy Price | Price History | Sector | Date |
|---|
Top 50 Options Holdings
| Stock | Company Name | Option Type | Shares | Value | Latest Activity | Average Buy Price | Ownership History | Net Ownership Hist | Sector | Date |
|---|
Largest Stock Buys since Q2 2026:
| Stock | Company Name | % of Portfolio | Δ % of Portf | Shares Owned | Calls/Puts | Value Owned | Trade Value | Latest Activity | Ownership Hist | Net Ownership Hist | Average Buy Price | Price History | Date |
|---|
Largest Stock Sells since Q2 2026:
| Stock | Company Name | % of Portfolio | Δ % of Portf | Shares Owned | Calls/Puts | Value Owned | Trade Value | Latest Activity | Ownership Hist | Net Ownership Hist | Average Buy Price | Price History | Date |
|---|
Sector Allocation over time
Portfolio Structure
Data Integrity at Scale
HedgeFollow applies mass data sanitization to improve accuracy, with over 1 million errors corrected across all 13F filings.
Filing-level errors
Filing-level errors affect the entire 13F submission.
| Error Type | Affected Quarter | Filing Accession Number | |
|---|---|---|---|
|
🔒 Results are restricted to reps under the institutional plan This table contains any detected filing-level issues for this fund. Examples:
|
|||
Record-level errors
Record-level errors affect individual holdings.
| Error Type | Quarter | Cusip | Incorrect Value | Correct Value | Filing Number |
|---|---|---|---|---|---|
|
🔒 Results are restricted to reps under the institutional plan This table contains any detected record-level issues for this fund. Examples:
|
|||||
Includes access to filing diagnostics and additional institutional features.
LPL Financial LLC Performance History
| Performance Metric | 3-Year Annualized Return | 3-Year Cumulative Return | Compared to other Funds |
|---|