Lpl Financial LLC Purchases in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
286K
+ 28.47%
$43.89 - $45.45 $12.6M - $13M
1.29M $58.2M
TJX
Tjx Companies Inc

Consumer Cyclical
88.1K
+ 8.13%
$119.13 - $135.03 $10.5M - $11.9M
1.17M $145M
FYC
First Trust Small Cap Growth A

ETFs
79.4K
+ 13.4%
$61.01 - $79.58 $4.84M - $6.32M
671K $53.4M
EMB
Ishares Tr

ETFs
87.5K
+ 3.9%
$86.54 - $92.62 $7.57M - $8.11M
2.33M $216M
PWV
Invesco Exchange Traded Fd Tr

ETFs
151K
+ 12.39%
$52.26 - $62.14 $7.9M - $9.39M
1.37M $85.2M
BOTZ
Global X Fds

ETFs
102K
+ 4.63%
$24.51 - $32.65 $2.51M - $3.34M
2.31M $75.5M
EQT
Eqt Corp

Energy
189K
+ 58.38%
$46.11 - $60.44 $8.7M - $11.4M
512K $29.9M
CARR
Carrier Global Corp

Industrials
86.7K
+ 13.67%
$55.55 - $75.83 $4.82M - $6.58M
721K $52.8M
CORP
Pimco Investment Grade Corp Bd

ETFs
124K
+ 17.47%
$94.14 - $97.31 $11.7M - $12.1M
835K $81.3M
FDT
First Trust Developed Markets

ETFs
99.1K
+ 18.72%
$52.2 - $68.76 $5.17M - $6.81M
628K $43.2M
AVLV
American Centy ETF Tr Avantis
79.4K
+ 3.48%
$56.85 - $68.21 $4.51M - $5.42M
2.36M $161M
DFIC
Dimensional ETF Tr Dimensional

ETFs
97.5K
+ 3.52%
$24.94 - $31.15 $2.43M - $3.04M
2.87M $89.2M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
388K
+ 113.95%
$23.44 - $28.85 $9.11M - $11.2M
729K $21M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
228K
+ 17.14%
$49.73 - $51.44 $11.3M - $11.7M
1.56M $80.1M
CVNA
Carvana Co.

Consumer Cyclical
14.7K
+ 25.99%
$162.57 - $345.64 $2.38M - $5.07M
71.1K $24M
BROS
Dutch Bros Inc.

Consumer Cyclical
142K
+ 40.68%
$51.37 - $73.72 $7.27M - $10.4M
490K $33.5M
BK
Bank Of New York Mellon Corp

Financial Services
89.9K
+ 17.18%
$73.31 - $91.62 $6.59M - $8.24M
613K $55.9M
KO
Coca Cola CO

Consumer Defensive
230K
+ 4.67%
$68.37 - $73.9 $15.7M - $17M
5.15M $364M
RWX
Spdr Dow Jones International R

ETFs
434K
+ 1604.23%
$23.06 - $27.4 $10M - $11.9M
461K $12.6M
ARKQ
Ark Autonomous Technology & Ro

ETFs
72.1K
+ 30.21%
$58.8 - $89.17 $4.24M - $6.43M
311K $27.7M
FTLS
First Tr Long/Short Equity ETF

ETFs
103K
+ 4.56%
$60.06 - $66.28 $6.19M - $6.84M
2.36M $157M
FTHI
First Trust Exchange Traded Fd

ETFs
232K
+ 3.53%
$19.66 - $22.85 $4.55M - $5.29M
6.79M $155M
VTWO
Vanguard Russell 2000 ETF

ETFs
75.9K
+ 9.69%
$70.56 - $87.22 $5.36M - $6.62M
860K $75M
STRL
Sterling Construction CO Inc

Industrials
20.5K
+ 34.26%
$104.96 - $231.51 $2.15M - $4.75M
80.4K $18.5M
GII
Spdr S&P Global Infrasture ETF

ETFs
148K
+ 44.13%
$57.32 - $67.33 $8.48M - $9.96M
483K $32.5M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
489K
+ 25.65%
$22.43 - $23.23 $11M - $11.4M
2.4M $55.7M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
109K
+ 26.25%
$50.5 - $71.23 $5.51M - $7.77M
524K $35.4M
FICS
First Tr Exchange Traded Fd Vi

ETFs
231K
+ 24.44%
$33.47 - $40.22 $7.72M - $9.28M
1.17M $46.2M
DTH
Wisdomtree Tr

ETFs
200K
+ 33.27%
$37.84 - $46.83 $7.56M - $9.35M
800K $37.1M
PSC
Principal ETF U.S. Small Cap M

ETFs
201K
+ 115.47%
$43.14 - $53.28 $8.65M - $10.7M
374K $19.9M
MAR
Marriott International Inc

Consumer Cyclical
20.1K
+ 11.68%
$211.12 - $274.14 $4.24M - $5.5M
192K $52.4M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
215K
+ 325.88%
$37.36 - $43.85 $8.02M - $9.42M
281K $12.3M
TRFM
ETF Ser Solutions Aam Transfor
69.7K
+ 7.29%
$29.9 - $43.19 $2.08M - $3.01M
1.03M $44.3M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
108K
+ 5.94%
$29.41 - $37.21 $3.16M - $4M
1.92M $71.4M
MCO
Moodys Corp

Financial Services
13.3K
+ 10.37%
$396.7 - $501.59 $5.26M - $6.65M
141K $70.8M
PFE
Pfizer Inc

Healthcare
941K
+ 8.95%
$21.59 - $24.84 $20.3M - $23.4M
11.5M $278M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
59.3K
+ 7.98%
$57.14 - $72.68 $3.39M - $4.31M
803K $58.3M
VDC
Vanguard Consumer Staples ETF

ETFs
50K
+ 6.97%
$204.89 - $224.73 $10.3M - $11.2M
768K $168M
AN
Autonation, Inc.

Consumer Cyclical
50.5K
+ 176.84%
$155.71 - $201.03 $7.86M - $10.2M
79.1K $15.7M
AMT
American Tower Corp

Real Estate
43.9K
+ 11.1%
$203.96 - $228.19 $8.95M - $10M
439K $97.1M
TTWO
Take Two Interactive Software Inc

Communication Services
25.1K
+ 18.37%
$194.58 - $243.05 $4.89M - $6.1M
162K $39.3M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
79.5K
+ 86.29%
$79.91 - $109.54 $6.35M - $8.71M
172K $18.8M
CYBR
Cyber Ark Software Ltd.

Technology
15.8K
+ 24.85%
$305.98 - $406.88 $4.82M - $6.41M
79.2K $32.2M
RBLX
Roblox Corp

Communication Services
48.9K
+ 40.72%
$51.22 - $105.59 $2.5M - $5.16M
169K $17.8M
FSMD
Fidelity Covington Tr Small Mi

ETFs
225K
+ 36.18%
$34.67 - $41.47 $7.79M - $9.31M
845K $35.1M
BEN
Franklin Resources Inc

Financial Services
84.3K
+ 4.46%
$16.66 - $23.85 $1.4M - $2.01M
1.97M $47.1M
AVDV
American Centy ETF Tr Avantis

ETFs
35.4K
+ 4.3%
$61.76 - $79.32 $2.19M - $2.81M
859K $68.1M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
137K
+ 26.78%
$46.22 - $57.51 $6.33M - $7.88M
648K $37.2M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
210K
+ 35.86%
$50.29 - $50.56 $10.6M - $10.6M
796K $40.2M
Activity Summary
Buys All Purchases 3732 New Holdings 336 Increased Positions 3396 Sells All Sells 1558 Reductions 1558 Sold out 0 Options Calls 60 Puts 85
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