Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTES
Gates Industrial Corp PLC

Industrials
-25.9K
- 14.43%
$15.56 - $23.13 $403K - $598K
153K $3.53M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-1.09K
- 2.82%
$118.46 - $143.72 $130K - $157K
37.7K $5.42M
KALU
Kaiser Aluminum Corp

Basic Materials
-1.54K
- 8.22%
$50.21 - $80.95 $77.5K - $125K
17.2K $1.38M
U
Unity Software Inc.

Technology
-2.4K
- 3.71%
$16.75 - $26.24 $40.2K - $63K
62.3K $1.51M
SONY
Sony Group Corp

Technology
-8.62K
- 1.18%
$21.24 - $26.88 $183K - $232K
719K $18.7M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-3.31K
- 3.07%
$42.44 - $50.03 $140K - $165K
104K $5.21M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-1.14K
- 1.58%
$25.97 - $33.21 $29.7K - $38K
71.3K $2.37M
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
-2.58K
- 3.11%
$24.54 - $32.8 $63.2K - $84.5K
80.1K $2.63M
IYF
Ishares Tr

ETFs
-47.9K
- 6.45%
$99.23 - $120.99 $4.75M - $5.8M
695K $84.1M
PAR
Par Technology Corp

Technology
-5.96K
- 7.17%
$50.87 - $69.82 $303K - $416K
77.1K $5.35M
MIR
Mirion Technologies, Inc.

Industrials
-3.65K
- 7.47%
$12.7 - $21.71 $46.3K - $79.2K
45.2K $972K
BLBD
Blue Bird Corp

Consumer Cyclical
-1.88K
- 5.85%
$31.28 - $43.16 $58.9K - $81.3K
30.3K $1.31M
FNK
First Trust Mid Cap Value Alph

ETFs
-1.35K
- 0.53%
$43.24 - $51.76 $58.2K - $69.7K
254K $13.1M
W
Wayfair Inc.

Consumer Cyclical
-2.18K
- 10.62%
$24.14 - $51.22 $52.6K - $112K
18.3K $937K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-1.85K
- 2.94%
$44.63 - $54.44 $82.5K - $101K
61K $3.32M
FDG
American Centy ETF Tr Focused

ETFs
-48
- 0.3%
$81.22 - $109.26 $3.9K - $5.24K
16K $1.75M
QTWO
Q2 Holdings, Inc.

Technology
-594
- 2.29%
$68.72 - $95.27 $40.8K - $56.6K
25.3K $2.37M
IPO
Renaissance Cap Greenwich Fds

ETFs
-4.29K
- 6.4%
$32.6 - $44.94 $140K - $193K
62.7K $2.82M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-1.28K
- 1.06%
$75.06 - $87.96 $96.2K - $113K
119K $10.5M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-821
- 0.31%
$33.77 - $41.16 $27.7K - $33.8K
267K $10.7M
IBUY
Amplify ETF Tr Amplify Online

ETFs
-4.67K
- 6.49%
$52.71 - $69.87 $246K - $326K
67.3K $4.65M
GUT
Gabelli Utility Trust

Financial Services
-20.1K
- 2.1%
$4.95 - $5.81 $99.7K - $117K
938K $5.44M
EW
Edwards Lifesciences Corp

Healthcare
-19.6K
- 6.03%
$67.07 - $78.22 $1.31M - $1.53M
305K $23.8M
PIO
Invesco Exchange Traded Fd Tr

ETFs
-1.61K
- 1.8%
$35.79 - $44.67 $57.7K - $72.1K
87.8K $3.92M
LYFT
Lyft, Inc.

Technology
-33.2K
- 15.0%
$9.97 - $17.21 $331K - $571K
188K $2.96M
UBS
Ubs Group Ag

Financial Services
-11.1K
- 4.9%
$26.12 - $33.82 $290K - $375K
215K $7.28M
TILT
Flexshares Tr

ETFs
-1.2K
- 3.56%
$181.13 - $224.01 $218K - $270K
32.6K $7.31M
PRIM
Primoris Services Corp

Industrials
-96
- 0.54%
$52.66 - $80.05 $5.06K - $7.68K
17.7K $1.38M
IAT
Ishares Tr

ETFs
-5.31K
- 2.49%
$39.71 - $49.55 $211K - $263K
208K $10.3M
ATEC
Alphatec Holdings, Inc.

Healthcare
-3.49K
- 0.83%
$9.43 - $13.03 $32.9K - $45.5K
415K $4.6M
QLC
Flexshares Tr Us Quality Large

ETFs
-775
- 1.35%
$56.84 - $71.22 $44.1K - $55.2K
56.6K $4.03M
REVG
Rev Group, Inc.

Industrials
-4.76K
- 12.74%
$28.82 - $47.59 $137K - $226K
32.6K $1.55M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.29K
- 2.52%
$59.57 - $75.11 $76.9K - $97K
50K $3.76M
RZV
Invesco Fd Tr

ETFs
-1.88K
- 1.95%
$83.11 - $104.98 $156K - $197K
94.2K $9.87M
VTHR
Vanguard Russell 3000 ETF

ETFs
-7.49K
- 8.04%
$218.71 - $272.75 $1.64M - $2.04M
85.7K $23.4M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-294
- 0.05%
$47.97 - $54.0 $14.1K - $15.9K
547K $29.5M
PSNL
Personalis, Inc.

Healthcare
-8.53K
- 5.76%
$3.0 - $6.57 $25.6K - $56K
139K $914K
PRN
Invesco Dwa Industrials Moment

ETFs
-12.9K
- 10.26%
$122.83 - $157.05 $1.58M - $2.02M
113K $17.7M
SNX
Td Synnex Corp

Technology
-877
- 5.28%
$95.81 - $137.79 $84K - $121K
15.7K $2.14M
HQY
Healthequity, Inc.

Healthcare
-2.58K
- 6.15%
$76.77 - $113.06 $198K - $292K
39.4K $4.13M
TXT
Textron Inc

Industrials
-3.63K
- 4.04%
$60.72 - $80.34 $220K - $291K
86.1K $6.91M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-5.46K
- 3.88%
$52.11 - $64.98 $285K - $355K
135K $8.8M
AL
Air Lease Corp

Industrials
-463
- 1.02%
$40.46 - $58.71 $18.7K - $27.2K
44.8K $2.62M
AYI
Acuity Brands Inc

Industrials
-374
- 2.34%
$223.31 - $304.18 $83.5K - $114K
15.6K $4.65M
VRRM
Verra Mobility Corp

Industrials
-37
- 0.02%
$20.85 - $25.4 $771 - $940
155K $3.95M
THO
Thor Industries Inc

Consumer Cyclical
-819
- 1.99%
$64.83 - $89.72 $53.1K - $73.5K
40.3K $3.58M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-4.06K
- 1.48%
$26.66 - $33.09 $108K - $134K
270K $8.91M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-47.5K
- 4.74%
$21.21 - $23.5 $1.01M - $1.12M
955K $22.4M
MBLY
Mobileye Global Inc.
-10.2K
- 5.43%
$11.77 - $18.44 $120K - $189K
178K $3.21M
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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