Financials · from official SEC filings

Which funds hold LPLA?

LPL FINANCIAL HOLDINGS INC
Funds
197
hold this stock
Sector
Financials
classification
Country
United States
of domicile

Funds holding LPLA

RankFundWeight
1
B
BBMIXBBH Select Series Mid Cap Fund
4.31%
2
B
BCFNBaron Financials ETF
4.09%
3
B
BFIIXBaron FinTech Fund
3.81%
4
F
FDIQInvesco Bloomberg Financial Data Providers ETF
3.54%
5
B
BDAFXBaron Durable Advantage Fund
2.99%
6
J
JAENXJanus Henderson Enterprise Fund
2.69%
7
J
JDMNXJanus Henderson Enterprise Fund
2.69%
8
J
JAAGXJanus Henderson Enterprise Portfolio
2.69%
9
A
AMIDArgent Mid Cap ETF
2.61%
10
I
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
2.49%
11
M
MOATVanEck Morningstar Wide Moat ETF
2.39%
12
M
MWMIXVanEck Morningstar Wide Moat Fund
2.38%
13
C
CCACXCalvert Mid-Cap Fund
2.23%
14
B
BCSMBaron SMID Cap ETF
2.20%
15
J
JANIXJanus Henderson Triton Fund
1.62%
16
E
EQRRProShares Equities for Rising Rates ETF
1.60%
17
B
BPGSXBoston Partners Global Sustainability Fund
1.56%
18
K
KCEState Street(R) SPDR(R) S&P(R) Capital Markets ETF
1.55%
19
M
MCPRXMFS Mid Cap Growth Fund
1.53%
20
O
OTCKXMFS Mid Cap Growth Fund
1.53%
Showing the 60 funds with the largest position in LPLA, of 197 that hold it.
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.