Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGA
American Centy ETF Tr Sustaina

Technology
-8.21K
- 58.43%
N/A
5.84K $419K
EWH
Ishares Msci Hong Kong ETF

ETFs
-37.5K
- 55.28%
$15.2 - $20.06 $570K - $752K
30.3K $601K
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
-16K
- 23.66%
$30.24 - $35.31 $485K - $567K
51.8K $1.78M
ESS
Essex Property Trust, Inc.

Real Estate
-2.09K
- 6.26%
N/A
31.3K $8.55M
LAND
Gladstone Land Corp

Real Estate
-52.8K
- 53.65%
$8.95 - $10.51 $473K - $555K
45.6K $464K
COLD
Americold Realty Trust

Real Estate
-16.3K
- 26.47%
$16.31 - $21.47 $266K - $350K
45.3K $752K
PSR
Invesco Actively

ETFs
-5.89K
- 24.1%
$81.92 - $93.07 $482K - $548K
18.5K $1.69M
VPN
Global X Fds Data Ctr Reits &

ETFs
-35.6K
- 4.25%
N/A
802K $12.8M
FRT
Federal Realty Investment Trust

Real Estate
-3.59K
- 4.55%
$83.56 - $99.08 $300K - $356K
75.3K $7.15M
AVMU
American Centy ETF Travantis C

ETFs
-11.2K
- 12.9%
$43.44 - $45.67 $485K - $510K
75.4K $3.37M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-12.2K
- 11.14%
$33.15 - $36.46 $404K - $444K
97.2K $3.43M
AKAM
Akamai Technologies Inc

Technology
-6.15K
- 12.61%
N/A
42.6K $3.87M
FLGB
Franklin Templeton ETF Tr

ETFs
-46.2K
- 10.6%
$25.34 - $31.3 $1.17M - $1.45M
390K $11.9M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-13.2K
- 6.14%
$12.07 - $14.61 $159K - $193K
202K $2.59M
MOMO
Hello Group Inc.

Communication Services
-92.6K
- 86.4%
$5.27 - $8.75 $488K - $811K
14.6K $123K
JBHT
Hunt J B Transport Services Inc

Industrials
-2.02K
- 3.39%
$124.73 - $152.78 $252K - $308K
57.5K $8.25M
SWKS
Skyworks Solutions, Inc.

Technology
-20.6K
- 20.57%
$49.2 - $74.95 $1.01M - $1.54M
79.3K $5.91M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-16.4K
- 5.61%
$20.85 - $24.04 $341K - $393K
275K $6.44M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
-11.6K
- 7.98%
$54.09 - $62.05 $627K - $720K
134K $8.3M
K
Kellogg CO

Consumer Defensive
-2.79K
- 2.67%
$77.85 - $82.88 $217K - $231K
102K $8.08M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-4.57K
- 4.21%
$99.97 - $129.69 $456K - $592K
104K $10.8M
CUBE
Cube Smart

Real Estate
-11.7K
- 9.26%
$35.88 - $43.68 $421K - $512K
115K $4.88M
SANM
Sanmina Corp

Technology
-9.96K
- 46.67%
$67.3 - $98.07 $670K - $976K
11.4K $1.11M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-19.6K
- 20.12%
$20.23 - $22.95 $396K - $450K
77.8K $1.7M
IVT
Inven Trust Properties Corp.

Real Estate
-6.81K
- 4.33%
$25.97 - $29.73 $177K - $202K
150K $4.11M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-39.2K
- 10.98%
$47.24 - $58.55 $1.85M - $2.3M
318K $18.6M
PXE
Invesco Exchange Traded Fd Tr

ETFs
-12.9K
- 13.26%
$22.69 - $30.2 $293K - $390K
84.4K $2.36M
CHH
Choice Hotels International Inc

Consumer Cyclical
-2.42K
- 8.02%
$117.49 - $134.0 $285K - $325K
27.8K $3.53M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-19.2K
- 1.01%
$116.93 - $119.39 $2.24M - $2.29M
1.87M $223M
IEX
Idex Corp

Industrials
-2.12K
- 10.56%
$160.66 - $191.29 $340K - $405K
17.9K $3.15M
EINC
Vaneck ETF Tr Vaneck Energy In

ETFs
-3.47K
- 3.36%
$86.9 - $101.84 $301K - $353K
99.9K $9.86M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-39.4K
- 18.19%
$11.29 - $13.14 $445K - $518K
177K $2.33M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-35.8K
- 11.22%
$9.61 - $10.53 $344K - $377K
283K $2.84M
KBH
Kb Home

Consumer Cyclical
-6.4K
- 25.39%
$50.15 - $58.93 $321K - $377K
18.8K $996K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-61.9K
- 8.7%
$5.37 - $5.86 $333K - $363K
650K $3.64M
DAX
Global X Fds Dax Germany ETF

ETFs
-24.1K
- 22.85%
$34.84 - $44.93 $838K - $1.08M
81.2K $3.65M
MBIN
Merchants Bancorp

Financial Services
-8.38K
- 17.3%
$30.06 - $37.17 $252K - $311K
40.1K $1.32M
APPS
Digital Turbine, Inc.

Technology
-228K
- 82.22%
$2.2 - $7.54 $501K - $1.72M
49.2K $290K
IOSP
Innospec Inc.

Basic Materials
-4.08K
- 37.89%
$82.54 - $95.65 $337K - $391K
6.69K $562K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-15.3K
- 7.4%
$43.45 - $49.4 $667K - $758K
192K $9.49M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-3.35K
- 8.84%
$64.31 - $75.93 $215K - $254K
34.5K $2.35M
RHI
Robert Half International Inc.

Industrials
-920
- 3.02%
$40.31 - $54.71 $37.1K - $50.3K
29.6K $1.21M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-25.6K
- 14.47%
$65.42 - $80.7 $1.67M - $2.07M
151K $12.2M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-26.1K
- 10.84%
$12.24 - $13.88 $320K - $362K
215K $2.89M
SMG
Scotts Miracle Gro CO

Basic Materials
-20.2K
- 25.26%
$48.21 - $66.48 $975K - $1.34M
59.9K $3.95M
CVE
Cenovus Energy Inc.

Energy
-28K
- 12.95%
$10.58 - $14.83 $296K - $415K
188K $2.56M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-19.8K
- 4.76%
N/A
396K $8.93M
WDS
Woodside Energy Group LTD

Energy
-32.5K
- 53.34%
$11.5 - $16.77 $373K - $544K
28.4K $438K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-66.9K
- 15.75%
$3.97 - $5.84 $266K - $391K
358K $1.81M
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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