Lpl Financial LLC Incresed Positions in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFGC
Performance Food Group CO

Consumer Defensive
622
+ 0.63%
$71.62 - $89.56 $44.5K - $55.7K
98.7K $8.63M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
55.6K
+ 12.57%
$19.78 - $21.29 $1.1M - $1.18M
498K $10.3M
SUI
Sun Communities Inc

Real Estate
7.65K
+ 33.84%
$114.62 - $132.25 $877K - $1.01M
30.3K $3.83M
HYGV
Flexshares Tr High Yield Value

ETFs
20.4K
+ 15.95%
$38.45 - $41.03 $783K - $835K
148K $6.07M
KNSL
Kinsale Capital Group, Inc.

Financial Services
2.03K
+ 8.95%
$419.99 - $501.97 $852K - $1.02M
24.7K $11.9M
GXO
Gxo Logistics, Inc.

Industrials
4.53K
+ 6.27%
$31.53 - $49.1 $143K - $223K
76.8K $3.74M
HL
Hecla Mining CO

Basic Materials
139K
+ 71.01%
$4.54 - $6.45 $631K - $896K
334K $2M
VOTE
Engine No 1 ETF Tr

ETFs
11.9K
+ 162.08%
$58.2 - $72.74 $690K - $862K
19.2K $1.39M
DISV
Dimensional ETF Tr Dimensional

ETFs
19.8K
+ 28.72%
$25.93 - $32.91 $514K - $653K
88.9K $2.93M
FHN
First Horizon Corp

Financial Services
27.7K
+ 15.16%
$16.21 - $21.2 $449K - $588K
211K $4.46M
IHY
Vaneck ETF Tr International Hi

ETFs
40.6K
+ 258.4%
$20.23 - $22.1 $820K - $896K
56.2K $1.24M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
39.5K
+ 13.27%
$21.57 - $21.99 $853K - $869K
337K $7.39M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.84K
+ 3.45%
$32.41 - $42.59 $124K - $164K
115K $4.91M
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
44.6K
+ 48.44%
$14.36 - $19.16 $640K - $854K
137K $2.41M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
2.27K
+ 0.85%
$114.16 - $129.6 $259K - $294K
269K $34.7M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
10.5K
+ 29.5%
$43.2 - $57.36 $455K - $605K
46.3K $2.65M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
77.6K
+ 9.35%
$4.41 - $5.47 $342K - $424K
907K $4.96M
WAFD
Washington Federal Inc

Financial Services
30K
+ 83.68%
$24.48 - $30.05 $734K - $901K
65.8K $1.93M
IQV
Iqvia Holdings Inc.

Healthcare
17.8K
+ 17.47%
$137.0 - $174.37 $2.44M - $3.11M
120K $18.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
38.5K
+ 2.39%
$28.02 - $32.37 $1.08M - $1.25M
1.65M $52.5M
PCM
Pcm Fund, Inc.

Financial Services
142K
+ 625.45%
$5.93 - $6.49 $845K - $924K
165K $1.05M
GOEX
Global X Gold Explorers ETF

ETFs
12K
+ 25.76%
$33.88 - $48.42 $406K - $580K
58.5K $2.66M
CHW
Calamos Global Dynamic Income Fund

Financial Services
26.2K
+ 2.74%
$5.59 - $7.13 $147K - $187K
985K $7.02M
PII
Polaris Inc.

Consumer Cyclical
22.3K
+ 43.48%
$31.97 - $42.61 $714K - $952K
73.7K $3M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
17.6K
+ 11.99%
$24.54 - $30.41 $432K - $535K
164K $5M
UMBF
Umb Financial Corp

Financial Services
7.51K
+ 29.9%
$86.4 - $107.99 $648K - $810K
32.6K $3.43M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
34.9K
+ 5.09%
$18.96 - $20.43 $661K - $712K
719K $14.7M
CNO
Cno Financial Group, Inc.

Financial Services
24.7K
+ 115.59%
$36.12 - $42.37 $894K - $1.05M
46.1K $1.78M
MILN
Global X Funds Global X Millen

ETFs
7.42K
+ 8.07%
$38.03 - $48.8 $282K - $362K
99.4K $4.85M
ALLY
Ally Financial Inc.

Financial Services
13.7K
+ 9.81%
$30.09 - $38.95 $413K - $535K
154K $5.99M
COOP
Mr. Cooper Group Inc.

Financial Services
2.12K
+ 11.17%
$107.26 - $155.96 $228K - $331K
21.1K $3.15M
NUDM
Nuveen Esg International Devel

ETFs
9.72K
+ 6.64%
$28.66 - $35.49 $279K - $345K
156K $5.54M
QRVO
Qorvo, Inc.

Technology
7.38K
+ 36.87%
$50.81 - $84.91 $375K - $627K
27.4K $2.33M
FSS
Federal Signal Corp

Industrials
1.93K
+ 9.46%
$69.23 - $106.42 $134K - $206K
22.4K $2.38M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
21.5K
+ 8.28%
N/A
281K $11.4M
SF
Stifel Financial Corp

Financial Services
2.66K
+ 4.24%
$76.49 - $103.78 $203K - $276K
65.3K $6.78M
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
7.01K
+ 5.17%
$32.81 - $40.9 $230K - $287K
142K $5.83M
BJAN
Innovator U.S. Equity Buffer E

ETFs
11K
+ 12.51%
$42.58 - $50.22 $470K - $555K
99.4K $4.99M
OMC
Omnicom Group Inc.

Communication Services
45.9K
+ 20.71%
$69.22 - $79.77 $3.17M - $3.66M
267K $19.2M
FICO
Fair Isaac Corp

Technology
597
+ 4.35%
$1503.62 - $2206.01 $898K - $1.32M
14.3K $26.2M
LMND
Lemonade, Inc.

Financial Services
9.04K
+ 23.68%
$25.12 - $45.79 $227K - $414K
47.2K $2.07M
IQDY
Flexshares International Quali

ETFs
14.1K
+ 11.33%
$25.6 - $32.45 $362K - $459K
139K $4.49M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
16.3K
+ 23.17%
$19.5 - $30.4 $318K - $496K
86.8K $2.54M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.54K
+ 1.32%
$52.84 - $65.52 $81.6K - $101K
118K $7.75M
EVRG
Evergy, Inc.

Utilities
12.5K
+ 7.32%
$64.06 - $69.64 $801K - $871K
183K $12.6M
CLOU
Global X Fds Cloud Computing E

ETFs
16.6K
+ 8.28%
$18.31 - $23.55 $305K - $392K
218K $5.08M
BXP
Boston Properties Inc

Real Estate
12.3K
+ 14.96%
$56.86 - $74.12 $702K - $915K
94.8K $6.4M
PMAR
Innovator U.S. Equity Power Bu

ETFs
11.5K
+ 7.2%
$37.18 - $42.23 $428K - $486K
171K $7.24M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
35.4K
+ 312.47%
$23.58 - $24.2 $836K - $858K
46.8K $1.13M
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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