Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0001403438 · 2026 Q2 · vs 2026 Q1 · Filed 7 Aug 2026 (16 days ago)

LPL Financial LLC

Reported book: $444.6B
Positions: 5,422

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 5,422 positions · 65% of the book

CutAdded· vs 2026 Q1

IVV$11.1B▲ +$3.5B QQQ$7.8B▲ +$1.7B SPY$7.4B▲ +$913.3M AAPL$7.0B▲ +$1.0B NVDA$6.9B▲ +$1.0B SPYM$5.6B▲ +$1.1B SPYG$4.8B▲ +$935.0M IEFA$4.6B▲ +$446.0M VOO$4.5B▲ +$723.8M AMZN$4.1B▲ +$587.3M MSFT$4.0B▲ +$187.3M CGDV$4.0B▲ +$938.7M IEMG$4.0B▲ +$339.1M VTI$3.8B GOVT$3.7B QQQM$3.6B DYNF$3.3B GOOGL$3.3B SPYV$3.2B XLK$3.0B IVW$3.0B QUAL$2.9B VONV$2.9B VUG$2.9B IUSB$2.9B RDVY$2.8B CGGR$2.8B IUSG$2.8B AVGO$2.6B MBB$2.6B VTV$2.5B IJR$2.4B GOOG$2.3B IVE$2.2B VONG$2.2B VEA$2.0B SPDW$2.0B SPIB$1.9B IUSV$1.9B IWF$1.9B SMH$1.9B MU$1.8B META IJH BRK-B BUFR JPM$1.7B VIG GLD DGRO SPTI LLY AGG TSLA SPSM BND CGUS BIL BAI AMD MUB RSP SCHG JNJ CAT SPHQ SPMO VGT VO MTUM VYM JEPQ SDVY IWM JBND COWZ SGOV DGRW ITOT EFG COST XLF SCHD SLYG TSM IWB EFV ABBV V WMT JPST VWO VB XLI AVUV IWD VCIT XOM RECS VTIP XLV SPEM SPMD DIA CGCB RWL IAU DFAC AIRR XLE HD CSCO SLYV JGRO FDL FVD USMV CGGO IYW IGF SPTM BLCR CGCP THRO TCAF CVX CGBL CGMM SOXX XMMO PULS XLU FTCS LMBS IWY TLH LRCX USFR AMAT JAAA CGXU DBMF SPAB VFLO BINC PG GSUS IALT FBND CGMS EFA GEV JEPI PLTR IBM PANW XLG IEF JAVA BDYN NFLX AVEM CIBR PYLD PAVE BSV CRWD ITA TBIL BNDX JIRE MA MOAT RTX GS UNH FTSM IDEF VTEB BBUS GE LVHI GRID MGK BAC PVAL PM AVDE KO SPMB MINT VXUS TLT PDBC MRK

Shares added · vs 2026 Q1

Ranked by dollar move

IVV$11.1B held · +28% of shares · +$3.5B value+3.20M sh
QQQ$7.8B held · +0% of shares · +$1.7B value+48.3K sh
MU$1.8B held · +13% of shares · +$1.3B value+177.5K sh
SPYM$5.6B held · +8% of shares · +$1.1B value+4.70M sh
QQQM$3.6B held · +11% of shares · +$1.1B value+1.20M sh
NVDA$6.9B held · +2% of shares · +$1.0B value+799.2K sh
AAPL$7.0B held · +2% of shares · +$1.0B value+560.1K sh
CGDV$4.0B held · +13% of shares · +$938.7M value+9.22M sh
SPYG$4.8B held · +2% of shares · +$935.0M value+801.9K sh
XLK$3.0B held · +1% of shares · +$922.9M value+91.2K sh
SMH$1.9B held · +2% of shares · +$810.9M value+62.9K sh
DYNF$3.3B held · +11% of shares · +$769.7M value+4.99M sh
VOO$4.5B held · +3% of shares · +$723.8M value+221.9K sh
CGGR$2.8B held · +14% of shares · +$715.2M value+7.35M sh
GOOGL$3.3B held · +2% of shares · +$696.8M value+214.6K sh
IUSB$2.9B held · +31% of shares · +$685.2M value+14.89M sh
RDVY$2.8B held · +8% of shares · +$624.5M value+2.61M sh
IVW$3.0B held · +3% of shares · +$603.0M value+675.5K sh
AMZN$4.1B held · +2% of shares · +$587.3M value+347.3K sh
AVGO$2.6B held · +4% of shares · +$544.1M value+240.2K sh
IUSG$2.8B held · +2% of shares · +$520.8M value+247.7K sh
GOOG$2.3B held · +5% of shares · +$518.2M value+295.3K sh
VUG$2.9B held · +3% of shares · +$517.4M value · 6:1 split+992.7K sh
CAT$1.3B held · +8% of shares · +$480.1M value+82.9K sh
SPMO$1.2B held · +13% of shares · +$477.4M value+876.6K sh
GOVT$3.7B held · +15% of shares · +$476.5M value+21.72M sh
PVAL$508.2M held · +700% of shares · +$450.4M value+8.73M sh
IEFA$4.6B held · +4% of shares · +$446.0M value+1.73M sh
LLY$1.5B held · +7% of shares · +$428.4M value+78.1K sh
VONV$2.9B held · +3% of shares · +$425.8M value+913.1K sh
TSPA$413.5M held · +70983% of shares · +$413.0M value+8.69M sh
AMAT$662.6M held · +6% of shares · +$367.4M value+52.7K sh
VGT$1.2B held · +3% of shares · +$361.3M value · 8:1 split+314.8K sh
CGUS$1.4B held · +15% of shares · +$360.2M value+4.28M sh
LRCX$668.7M held · +4% of shares · +$352.0M value+60.6K sh
SOXX$702.6M held · +2% of shares · +$348.3M value+18.4K sh
MTUM$1.2B held · +0% of shares · +$348.1M value+5.5K sh
TSM$1.1B held · +5% of shares · +$344.2M value+108.3K sh
VONG$2.2B held · +2% of shares · +$337.4M value+260.9K sh
INTC$474.3M held · +8% of shares · +$334.9M value+239.5K sh
SPHQ$1.2B held · +13% of shares · +$327.3M value+1.62M sh
CGMM$708.0M held · +62% of shares · +$319.9M value+8.26M sh
VTV$2.5B held · +2% of shares · +$303.8M value+279.3K sh
SLYV$781.9M held · +39% of shares · +$292.8M value+2.00M sh
CRWD$564.6M held · +6% of shares · +$291.2M value+39.4K sh
BLCR$751.7M held · +33% of shares · +$289.6M value+3.67M sh
IWF$1.9B held · +1% of shares · +$280.9M value · 4:1 split+89.5K sh
CSCO$784.6M held · +0% of shares · +$266.8M value+6.0K sh
SPSM$1.5B held · +2% of shares · +$263.6M value+584.6K sh
AVUV$981.2M held · +20% of shares · +$260.0M value+1.34M sh
SLYG$1.1B held · +6% of shares · +$250.1M value+524.8K sh
SPYV$3.2B held · +1% of shares · +$248.7M value+524.9K sh
TGRT$297.7M held · +410% of shares · +$247.6M value+5.24M sh
TSLA$1.5B held · +6% of shares · +$244.6M value+190.3K sh
VEA$2.0B held · +2% of shares · +$242.4M value+604.3K sh
AIRR$810.2M held · +18% of shares · +$238.2M value+916.7K sh
ITOT$1.1B held · +10% of shares · +$230.8M value+616.8K sh
SPDW$2.0B held · +3% of shares · +$229.6M value+979.7K sh
MRVL$321.0M held · +1% of shares · +$215.8M value+15.3K sh
SCHG$1.3B held · +3% of shares · +$209.8M value+1.01M sh
JBND$1.1B held · +23% of shares · +$207.2M value+3.96M sh
JEPQ$1.1B held · +10% of shares · +$205.8M value+1.72M sh
SNDK$264.5M held · +25% of shares · +$205.5M value+23.5K sh
SPIB$1.9B held · +12% of shares · +$202.3M value+6.17M sh
DELL$305.1M held · +12% of shares · +$201.9M value+78.3K sh
WDC$308.1M held · +22% of shares · +$200.7M value+85.4K sh
CGGO$766.8M held · +7% of shares · +$199.6M value+1.12M sh
KLAC$387.4M held · -0% of shares · +$197.9M value · 10:1 split-3.5K sh
CGBL$710.5M held · +26% of shares · +$197.5M value+3.81M sh
JIVE$449.9M held · +66% of shares · +$196.8M value+1.94M sh
EFG$1.1B held · +9% of shares · +$193.9M value+728.9K sh
DGRO$1.6B held · +5% of shares · +$193.6M value+1.06M sh
AVEM$569.5M held · +25% of shares · +$189.5M value+1.19M sh
TVAL$196.0M held · +2089% of shares · +$188.2M value+4.49M sh
UNH$531.7M held · +1% of shares · +$187.7M value+8.0K sh
MSFT$4.0B held · +4% of shares · +$187.3M value+423.1K sh
CIBR$568.3M held · +4% of shares · +$186.0M value+225.4K sh
USMV$767.2M held · +27% of shares · +$184.7M value+1.67M sh
GARP$321.3M held · +79% of shares · +$181.9M value+1.71M sh
EMXC$433.0M held · +32% of shares · +$181.7M value+1.04M sh
VIG$1.7B held · +2% of shares · +$181.6M value+129.3K sh
CVX$722.7M held · +0% of shares · -$177.8M value+7.7K sh
JEPI$585.3M held · +43% of shares · +$175.9M value+3.14M sh
TMSL$320.5M held · +84% of shares · +$175.2M value+3.35M sh
GEV$586.9M held · +6% of shares · +$174.4M value+26.9K sh
NFLX$570.4M held · +3% of shares · -$173.7M value+250.1K sh
ABBV$1.0B held · +4% of shares · +$172.7M value+151.1K sh
ASML$449.2M held · +5% of shares · +$165.7M value+11.2K sh
CGXU$654.8M held · +14% of shares · +$164.6M value+2.29M sh
GRID$513.9M held · +25% of shares · +$164.0M value+541.1K sh
XMMO$696.8M held · +11% of shares · +$160.3M value+395.8K sh
JGRO$776.9M held · +8% of shares · +$159.7M value+577.6K sh
IUSV$1.9B held · +1% of shares · +$159.5M value+212.7K sh
XLI$986.8M held · +4% of shares · +$159.3M value+210.7K sh
TCAF$731.7M held · +10% of shares · +$157.8M value+1.68M sh
RECS$939.1M held · +8% of shares · +$156.9M value+1.63M sh
SPMD$909.1M held · +5% of shares · +$148.0M value+603.8K sh
VYM$1.1B held · +7% of shares · +$143.2M value+481.3K sh
BUFR$1.7B held · +1% of shares · +$143.1M value+359.8K sh
V$1.0B held · +2% of shares · +$142.9M value+67.8K sh

1–100 of 3,158

Options

$481.5M notional205 option positions · P $374.2M · C $107.3M

Notional. Not counted in the book above.

SPYP$137.7M

QQQP$61.7M

AAPLP$12.4M

SPYC$12.2M

AGLC$11.8M

METAP$8.9M

CRWDC$7.8M

Shares cut · vs 2026 Q1

Ranked by dollar move

SPY$7.4B held · -1% of shares · +$913.3M value-63.5K sh
AMD$1.4B held · -1% of shares · +$902.4M value-22.5K sh
EFV$1.0B held · -35% of shares · -$517.1M value-7.35M sh
VTI$3.8B held · -0% of shares · +$501.9M value-17.3K sh
BAI$1.4B held · -3% of shares · +$499.9M value-780.1K sh
GLD$1.6B held · -6% of shares · -$389.2M value-260.6K sh
IJR$2.4B held · -2% of shares · +$353.7M value-307.9K sh
IAGG$202.7M held · -64% of shares · -$349.0M value-7.02M sh
IEMG$4.0B held · -8% of shares · +$339.1M value-4.16M sh
PANW$582.3M held · -2% of shares · +$301.6M value-43.3K sh
XOM$968.3M held · -1% of shares · -$240.6M value-42.9K sh
IYW$765.7M held · -0% of shares · +$214.2M value-4.3K sh
IJH$1.8B held · -0% of shares · +$212.8M value-106.2K sh
IWM$1.1B held · -0% of shares · +$194.6M value-4.7K sh
BINC$631.8M held · -23% of shares · -$187.5M value-3.71M sh
QUAL$2.9B held · -17% of shares · -$172.7M value-2.82M sh
GLW$403.7M held · -10% of shares · +$165.0M value-175.4K sh
PLTR$583.9M held · -2% of shares · -$163.5M value-104.9K sh
TLH$673.5M held · -18% of shares · -$153.3M value-1.50M sh
STX$244.0M held · -5% of shares · +$139.9M value-13.0K sh
XLE$808.6M held · -1% of shares · -$137.8M value-223.2K sh
JPM$1.7B held · -3% of shares · +$133.4M value-138.7K sh
VB$1.0B held · -1% of shares · +$130.6M value-20.6K sh
HON$129.8M held · +4% of shares · -$122.7M value · 1:2 reverse split+21.1K sh
BIL$1.4B held · -7% of shares · -$114.4M value-1.25M sh
NBIS$155.4M held · -6% of shares · +$93.0M value-38.4K sh
MBB$2.6B held · -3% of shares · -$93.0M value-856.1K sh
GE$524.7M held · -8% of shares · +$92.9M value-117.8K sh
IWY$682.6M held · -2% of shares · +$88.5M value-38.8K sh
RSP$1.4B held · -4% of shares · +$82.7M value-263.8K sh
SPTM$753.6M held · -2% of shares · +$81.5M value-200.9K sh
XLC$434.6M held · -12% of shares · -$77.4M value-561.5K sh
THRO$733.2M held · -24% of shares · -$74.1M value-5.28M sh
XLF$1.1B held · -1% of shares · +$72.2M value-249.7K sh
BBAG$34.2M held · -66% of shares · -$67.5M value-1.46M sh
COWZ$1.1B held · -5% of shares · -$66.1M value-955.7K sh
DGRW$1.1B held · -2% of shares · +$64.7M value-261.1K sh
IWD$980.1M held · -6% of shares · +$64.6M value-241.8K sh
EWW$14.3M held · -82% of shares · -$63.4M value-842.4K sh
XLP$297.2M held · -18% of shares · -$59.0M value-767.2K sh
URI$178.0M held · -6% of shares · +$56.5M value-9.6K sh
CRM$192.3M held · -8% of shares · -$55.9M value-102.2K sh
RING$25.6M held · -61% of shares · -$54.7M value-620.7K sh
INTU$50.3M held · -20% of shares · -$54.4M value-49.5K sh
ITA$562.2M held · -0% of shares · +$54.3M value-2.8K sh
XSD$134.7M held · -13% of shares · +$54.1M value-31.3K sh
TDIV$316.1M held · -2% of shares · +$53.8M value-49.2K sh
ALAB$75.9M held · -23% of shares · +$53.5M value-46.9K sh
IGM$222.2M held · -6% of shares · +$50.5M value-90.8K sh
FLEX$126.7M held · -33% of shares · +$50.1M value-388.2K sh
GSLC$456.9M held · -1% of shares · +$49.3M value-37.1K sh
IWR$411.5M held · -1% of shares · +$46.4M value-25.5K sh
ALB$47.3M held · -32% of shares · -$45.0M value-164.0K sh
XLU$690.4M held · -5% of shares · -$44.5M value-787.9K sh
TTE$97.2M held · -18% of shares · -$42.1M value-281.4K sh
DDOG$75.5M held · -2% of shares · +$40.4M value-7.4K sh
RSPT$128.6M held · -0% of shares · +$38.3M value-540 sh
LHX$99.1M held · -14% of shares · -$38.1M value-56.6K sh
XNTK$111.3M held · -1% of shares · +$37.9M value-2.5K sh
CME$104.9M held · -2% of shares · -$37.6M value-7.4K sh
FIXD$315.8M held · -11% of shares · -$37.0M value-852.4K sh
QLTA$30.7M held · -54% of shares · -$35.6M value-747.5K sh
JGLO$54.8M held · -44% of shares · -$35.2M value-610.1K sh
SHY$449.7M held · -7% of shares · -$35.2M value-396.0K sh
AVSF$7.5M held · -82% of shares · -$33.8M value-721.3K sh
XLG$578.5M held · -5% of shares · +$33.5M value-543.0K sh
NEM$70.4M held · -21% of shares · -$33.4M value-204.8K sh
HII$26.4M held · -39% of shares · -$32.5M value-60.8K sh
CG$6.9M held · -80% of shares · -$32.2M value-644.8K sh
MCK$180.8M held · -3% of shares · -$32.1M value-6.8K sh
IVE$2.2B held · -8% of shares · -$31.1M value-872.9K sh
MKSI$69.8M held · -10% of shares · +$29.6M value-18.0K sh
NULG$130.1M held · -0% of shares · +$29.0M value-558 sh
SGOL$72.6M held · -16% of shares · -$28.8M value-373.2K sh
APP$129.0M held · -2% of shares · +$27.2M value-5.3K sh
ARKK$168.7M held · -1% of shares · +$26.5M value-15.8K sh
BABA$66.0M held · -7% of shares · -$26.5M value-50.1K sh
IEUR$175.0M held · -19% of shares · -$26.5M value-539.8K sh
TMUS$82.5M held · -5% of shares · -$26.4M value-26.7K sh
LDUR$71.3M held · -27% of shares · -$25.9M value-268.8K sh
EQWL$258.2M held · -1% of shares · +$25.7M value-16.2K sh
DSI$175.0M held · -0% of shares · +$25.6M value-3.5K sh
SIVR$63.7M held · -9% of shares · -$25.6M value-114.4K sh
FTC$129.7M held · -1% of shares · +$25.5M value-6.6K sh
BPRE$71.5M held · -5% of shares · -$24.5M value-282.3K sh
SBUX$257.0M held · -3% of shares · +$24.4M value-81.2K sh
SPMB$500.2M held · -4% of shares · -$24.4M value-1.01M sh
BP$44.1M held · -18% of shares · -$24.1M value-257.7K sh
SCHQ$18.8M held · -56% of shares · -$23.9M value-758.5K sh
AEM$54.2M held · -9% of shares · -$23.9M value-35.1K sh
ILCG$147.2M held · -3% of shares · +$23.8M value-34.5K sh
OUNZ$122.3M held · -2% of shares · -$23.7M value-71.4K sh
VGSH$238.8M held · -8% of shares · -$23.5M value-378.1K sh
JSMD$106.7M held · -0% of shares · +$23.0M value-732 sh
RWJ$173.7M held · -2% of shares · +$22.9M value-68.1K sh
EDOW$26.9M held · -50% of shares · -$22.4M value-604.5K sh
SIL$73.4M held · -10% of shares · -$21.7M value-108.2K sh
NKE$60.5M held · -5% of shares · -$21.7M value-82.0K sh
LYB$28.3M held · -13% of shares · -$21.3M value-78.1K sh
ILF$28.4M held · -40% of shares · -$21.3M value-557.7K sh

1–100 of 1,868

Opened (363)

5 moved by a corporate action (dashed).

RDVT+243

Closed (111)

25 moved by a corporate action (dashed).

HARD HOHOLX PKPKST

C

$7.7M

LLYC$6.6M

AMZNC$6.1M

IWMP$5.9M

AMZNP$5.6M

MSFTP$5.0M

STXP$4.9M

MTUMP$4.8M

MUP$4.4M

ASMLP$4.4M

AMDC$4.2M

METAC$3.9M

GOOGLP$3.6M

CRCLP$3.6M

MSFTC$3.6M

CC$3.5M

SMHP$3.5M

CP$3.5M

AVGOP$3.3M

QQQMP$3.3M

AMDP$3.2M

BEP$3.0M

AVGOC$3.0M

MSTRP$3.0M

SPOTP$3.0M

QQQC$2.9M

DELLP$2.8M

UNHP$2.7M

GOOGP$2.6M

ALABP$2.5M

NVDAP$2.3M

EFAP$2.3M

CRWDP$2.3M

TSLAC$2.2M

PLTRC$2.1M

IBMP$2.0M

STMC$2.0M

NOWP$1.9M

LLYP$1.8M

ARMP$1.8M

FDNP$1.7M

VOOP$1.7M

AXPP$1.7M

ORCLC$1.7M

UBERC$1.6M

APPP$1.5M

CRSP$1.5M

BEC$1.5M

CRMP$1.4M

CVSP$1.4M

CRMC$1.3M

BACP$1.3M

JPMP$1.2M

CEGP$1.2M

AGGC$1.2M

XLEC$1.2M

BABAP$1.2M

BRK-BP$1.2M

TSLAP$1.1M

XLFP$1.1M

BABAC$1.1M

CBRSP$1.1M

PANWP$1.1M

AAPLC$1.1M

ORCLP$1.0M

LNCP$1.0M

CAVAP$1.0M

HOODP$1.0M

NETP$981.0K

TSMP$955.0K

CLSP$912.0K

XLKP$895.0K

PLP$828.0K

COINP$804.0K

LMTP$764.0K

SNOWP$764.0K

DEP$761.0K

RTXP$759.0K

CRWVP$747.0K

SHOPP$742.0K

SLVP$733.0K

NOWC$725.0K

WMTP$714.0K

RDDTP$712.0K

IBMC$703.0K

ROKUP$691.0K

CSCOP$670.0K

NFLXC$650.0K

INTCP$628.0K

VEEVC$621.0K

CROXP$603.0K

SPYVP$602.0K

PEPP$582.0K

SLDEP$581.0K

WENC$580.0K

WFCP$578.0K

BRC$575.0K

XLIP$556.0K

RBLXP$544.0K

JXNP$543.0K

RGTIC$533.0K

ANETP$510.0K

ECHOP$508.0K

AMATP$506.0K

VOOVP$504.0K

DECKP$496.0K

ZSP$494.0K

XOMP$465.0K

EEMP$458.0K

BAC$455.0K

HOHONC$448.0K

AFLP$434.0K

ZMP$432.0K

GOOGLC$429.0K

MSP$418.0K

SLBC$418.0K

APPC$412.0K

AFRMP$408.0K

BACC$399.0K

JDC$395.0K

SMHC$394.0K

IGVP$390.0K

GLWP$383.0K

SEP$383.0K

DEC$381.0K

NKEP$369.0K

BTIP$364.0K

QBTSP$360.0K

CRWVC$348.0K

BAP$346.0K

FDXP$344.0K

AWKP$342.0K

SCHBP$339.0K

SWKSP$339.0K

CAGC$330.0K

COINC$322.0K

TYLC$322.0K

VOOGP$322.0K

EGOC$320.0K

SOXXP$320.0K

CATP$319.0K

MARAP$319.0K

ONONC$319.0K

UPSTP$319.0K

APHC$317.0K

DIAP$313.0K

UPSC$312.0K

APPFC$305.0K

QQQMC$303.0K

PFEC$301.0K

ZSC$296.0K

CLXP$286.0K

SCHDP$282.0K

AXONC$280.0K

SOFIP$269.0K

SLVC$267.0K

IONQP$266.0K

NOKP$266.0K

TLTC$259.0K

EXEP$255.0K

SMCIC$252.0K

HLC$250.0K

MDTP$250.0K

XOPC$247.0K

ADBEC$246.0K

FISVC$245.0K

PLTRP$245.0K

IONQC$240.0K

DRAMC$236.0K

MSTRC$235.0K

BIDUP$229.0K

SNDKP$227.0K

KREC$225.0K

KHCC$224.0K

GMEC$221.0K

GWREC$221.0K

KWEBC$220.0K

ZBHP$215.0K

VEEVP$213.0K

GKOSC$210.0K

AIQP$210.0K

MAP$205.0K

SPCXC$205.0K

SNOWC$204.0K

TKOC$201.0K

RGTIP$193.0K

DBOP$176.0K

IBRXP$175.0K

QXOP$173.0K

PKP$157.0K

RGNXC$120.0K

QUBTP$98.0K

ACHRP$95.0K

JOBYC$89.0K

JOBYP$89.0K

QSP$76.0K

BYBYNDC$60.0K

EOSEC$59.0K