Institutional Holders (2026 Q1)
155 + 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 | PCM Encore, LLC | 0.12% | 151,861 | $589K |
| 2 | West Family Investments, Inc. | 0.06% | 42,610 | $165K |
| 3 | Sivia Capital Partners, LLC | 0.04% | 55,660 | $216K |
| 4 | Ethic Inc. | 0.04% | 592,648 | $2.3M |
| 5 | Laird Norton Wetherby Trust Company, LLC | 0.03% | 378,710 | $1.5M |
| 6 | PDS Planning, Inc | 0.03% | 125,162 | $486K |
| 7 | Plan A Wealth LLC | 0.03% | 14,812 | $57K |
| 8 | First Affirmative Financial Network | 0.03% | 10,256 | $54K |
| 9 | BSW Wealth Partners | 0.02% | 42,679 | $166K |
| 10 | Dynamic Technology Lab Private Ltd | 0.02% | 29,958 | $116K |
| 11 | Financial Planning Navigators CORP | 0.02% | 10,366 | $40K |
| 12 | Generali Investments CEE, investicni spolecnost, a.s. | 0.02% | 81,738 | $317K |
| 13 | Connor, Clark & Lunn Investment Management Ltd. | 0.02% | 1,817,086 | $7.1M |
| 14 | GAMMA Investing LLC | 0.02% | 83,294 | $323K |
| 15 | Greenspring Advisors, LLC | 0.01% | 57,927 | $225K |
| 16 | Syverson Strege & Co | 0.01% | 13,733 | $53K |
| 17 | Essex Bank | 0.01% | 12,825 | $50K |
| 18 | Pinnacle Wealth Planning Services, Inc. | 0.01% | 26,180 | $102K |
| 19 | Inspire Advisors, LLC | 0.01% | 32,659 | $127K |
| 20 | Caprock Group, LLC | 0.01% | 109,423 | $425K |
| 21 | Wellspring Financial Advisors, LLC | 0.01% | 27,502 | $107K |
| 22 | Inspire Investing, LLC | 0.01% | 20,153 | $78K |
| 23 | SEEDS INVESTOR LLC | 0.01% | 10,170 | $46K |
| 24 | IFS Advisors, LLC | 0.01% | 3,040 | $12K |
| 25 | Avior Wealth Management, LLC | 0.01% | 51,353 | $199K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|