Institutional Holders (2026 Q2)
189 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LPL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | OneAscent Investment Solutions LLC | 0.21% | 55,830 | $217K |
| 2 | PCM Encore, LLC | 0.20% | 287,276 | $1.1M |
| 3 | West Family Investments, Inc. | 0.14% | 127,339 | $495K |
| 4 | Mw Advisory, LLC | 0.10% | 61,999 | $241K |
| 5 | Piedmont Capital Management, LLC/NC | 0.05% | 23,136 | $90K |
| 6 | Laird Norton Wetherby Trust Company, LLC | 0.05% | 726,455 | $2.8M |
| 7 | Frank, Rimerman Advisors LLC | 0.05% | 225,123 | $876K |
| 8 | PDS Planning, Inc | 0.05% | 200,765 | $781K |
| 9 | Ariadne Wealth Management, LP | 0.04% | 22,882 | $89K |
| 10 | Enterprise Financial Services Corp | 0.04% | 22,698 | $88K |
| 11 | Pinnacle Wealth Planning Services, Inc. | 0.03% | 87,951 | $342K |
| 12 | BSW Wealth Partners | 0.03% | 72,262 | $281K |
| 13 | Sivia Capital Partners, LLC | 0.03% | 64,784 | $252K |
| 14 | Dynamic Technology Lab Private Ltd | 0.03% | 31,741 | $123K |
| 15 | Plan A Wealth LLC | 0.03% | 16,337 | $64K |
| 16 | Quadrant Private Wealth Management, LLC | 0.03% | 29,373 | $114K |
| 17 | Quadrant Capital Group LLC | 0.03% | 239,149 | $930K |
| 18 | Elmwood Wealth Management, Inc. | 0.02% | 24,019 | $93K |
| 19 | Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | 110,000 | $428K |
| 20 | Ethic Inc. | 0.02% | 411,623 | $1.6M |
| 21 | Greenspring Advisors, LLC | 0.02% | 85,716 | $333K |
| 22 | Canopy Partners, LLC | 0.02% | 13,646 | $53K |
| 23 | Signaturefd, LLC | 0.01% | 277,775 | $1.1M |
| 24 | Calydon Capital | 0.01% | 23,727 | $92K |
| 25 | GAMMA Investing LLC | 0.01% | 87,102 | $339K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|