Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PBPB
Potbelly Corp

Consumer Cyclical
-730
- 3.63%
$7.89 - $12.25 $5.76K - $8.94K
19.4K $237K
MC
Moelis & CO

Financial Services
-3.18K
- 5.14%
$48.86 - $62.99 $156K - $200K
58.7K $3.66M
RSSS
Research Solutions, Inc.

Technology
-17.3K
- 4.78%
$2.36 - $3.08 $40.7K - $53.1K
343K $985K
AMAX
Starboard Invt Tr Rh Hedged Mu
-7.92K
- 3.37%
$7.12 - $7.94 $56.4K - $62.8K
227K $1.79M
CLNE
Clean Energy Fuels Corp.

Energy
-4.06K
- 2.84%
$1.32 - $2.08 $5.36K - $8.45K
139K $270K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
-552
- 4.43%
$89.06 - $112.24 $49.2K - $62K
11.9K $1.31M
LCII
Lci Industries

Consumer Cyclical
-473
- 1.86%
$75.07 - $92.4 $35.5K - $43.7K
24.9K $2.27M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-42
- 0.25%
$28.53 - $35.69 $1.2K - $1.5K
16.5K $589K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
-471
- 4.43%
$37.36 - $52.3 $17.6K - $24.6K
10.2K $504K
ASTL
Algoma Steel Group Inc.

Basic Materials
-2.4K
- 4.99%
$4.33 - $6.89 $10.4K - $16.5K
45.6K $314K
AZZ
Azz Inc

Industrials
-810
- 6.68%
$75.58 - $95.07 $61.2K - $77K
11.3K $1.07M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-2.13K
- 5.09%
$40.85 - $48.2 $87.1K - $103K
39.8K $1.92M
STEP
Step Stone Group Inc.

Financial Services
-4
- 0.02%
$42.46 - $60.26 $170 - $241
17.1K $951K
CDNA
Care Dx, Inc.

Healthcare
-347
- 0.98%
$14.18 - $20.08 $4.92K - $6.97K
35.1K $685K
CSTM
Constellium Se

Basic Materials
-1.02K
- 4.64%
$7.7 - $13.96 $7.84K - $14.2K
20.9K $278K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-84
- 0.45%
$33.43 - $41.08 $2.81K - $3.45K
18.8K $756K
MYE
Myers Industries Inc

Consumer Cyclical
-982
- 3.54%
$9.13 - $14.87 $8.97K - $14.6K
26.7K $387K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
-279
- 1.69%
$36.17 - $43.43 $10.1K - $12.1K
16.3K $698K
DEW
Wisdomtree Tr Global High Divi

ETFs
-1.16K
- 0.93%
$49.61 - $57.63 $57.5K - $66.8K
123K $7.05M
ACES
Alps ETF Tr Clean Energy ETF

ETFs
-900
- 3.09%
$20.2 - $26.5 $18.2K - $23.9K
28.2K $728K
ESGG
Flexshares Stoxx Global Esg Se

ETFs
-50
- 1.24%
$150.15 - $187.64 $7.51K - $9.38K
3.99K $748K
EFAS
Global X Fds Msci Superdividen

ETFs
-2.92K
- 5.66%
$14.26 - $18.2 $41.6K - $53.1K
48.6K $884K
WINA
Winmark Corp

Consumer Cyclical
-235
- 9.22%
$318.43 - $450.34 $74.8K - $106K
2.31K $873K
FLKR
Franklin Templeton ETF Tr

ETFs
-38
- 0.34%
$16.71 - $24.73 $635 - $940
11K $268K
FBP
First Bancorp

Financial Services
-626
- 1.28%
$16.84 - $21.1 $10.5K - $13.2K
48.1K $1M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-5.46K
- 3.48%
$16.57 - $20.48 $90.4K - $112K
151K $3.1M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-1.75K
- 0.78%
$19.67 - $20.44 $34.3K - $35.7K
223K $4.55M
AEHR
Aehr Test Systems

Technology
-450
- 3.23%
$6.78 - $12.93 $3.05K - $5.82K
13.5K $174K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-156
- 0.43%
$29.64 - $34.54 $4.62K - $5.39K
35.8K $1.24M
LOGI
Logitech International S.A.

Technology
-1.31K
- 3.9%
$65.57 - $90.16 $85.6K - $118K
32.2K $2.9M
MT
Arcelor Mittal

Basic Materials
-3.3K
- 4.99%
$23.47 - $31.65 $77.5K - $105K
62.9K $1.99M
REZI
Resideo Technologies, Inc.

Industrials
-3.82K
- 10.39%
$14.69 - $22.46 $56.1K - $85.8K
32.9K $726K
ICL
Icl Group Ltd.

Basic Materials
-1.69K
- 2.26%
$5.35 - $6.98 $9.02K - $11.8K
72.9K $501K
HNI
Hni Corp

Industrials
-28
- 0.17%
$40.26 - $49.71 $1.13K - $1.39K
16.6K $818K
JSML
Janus Detroit Str Tr Henderson

ETFs
-18.3K
- 9.18%
$54.0 - $67.45 $987K - $1.23M
181K $12.2M
CVI
Cvr Energy Inc

Energy
-6.1K
- 18.64%
$16.06 - $28.28 $98K - $173K
26.6K $714K
FAB
First Tr Multi Cap Value Alpha

ETFs
-88
- 0.17%
$68.87 - $81.27 $6.06K - $7.15K
50.3K $4.09M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-12.7K
- 5.94%
$12.82 - $18.15 $162K - $230K
201K $3.36M
MXI
Ishares Global Materials ETF

ETFs
-319
- 1.04%
$71.63 - $86.87 $22.8K - $27.7K
30.5K $2.6M
RWO
Spdr Dow Jones Global Real Est

ETFs
-91
- 0.05%
$38.85 - $45.0 $3.54K - $4.1K
184K $8.11M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
-242
- 0.91%
$29.03 - $38.72 $7.03K - $9.37K
26.4K $1.01M
BAR
Granite Shares Gold Trust

ETFs
-34.8K
- 5.11%
$29.34 - $33.87 $1.02M - $1.18M
646K $21.1M
UAN
Cvr Partners, LP

Basic Materials
-729
- 6.4%
$65.32 - $90.69 $47.6K - $66.1K
10.7K $946K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
-2.01K
- 16.64%
$16.06 - $32.77 $32.3K - $66K
10.1K $303K
ORA
Ormat Technologies, Inc.

Utilities
-80
- 1.0%
$66.4 - $86.59 $5.31K - $6.93K
7.91K $662K
IFGL
Ishares International Develope

ETFs
-3.47K
- 5.61%
$18.5 - $22.72 $64.3K - $78.9K
58.5K $1.33M
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-2.25K
- 3.32%
$9.21 - $12.6 $20.7K - $28.4K
65.6K $826K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-8.61K
- 1.87%
$20.46 - $21.89 $176K - $188K
452K $9.89M
CARG
Car Gurus, Inc.

Communication Services
-2.86K
- 5.75%
$25.19 - $33.64 $72.1K - $96.3K
47K $1.57M
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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