← All institutions
Institutional Holdings
LPLOwnership Summary
Institutions Holding
178
Total Shares Held
77,296,749
Total Value Held
$300,675,842
Quarter
2026-06-30
Active Positions
Increased Positions
85
69,190,734 shares
Decreased Positions
21
5,765,871 shares
Held Positions
12
24,604 shares
New Positions
47
2,315,540 shares
Sold Out Positions
13
757,782 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20,298,472 | $78,961,062 | ▲ +5,159,475 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 18,841,217 | $73,292,336 | ▲ +14,656,397 | 0.00% | 2026-06-30 |
| Creative Planning | 3,274,872 | $12,739,252 | ▲ +2,365,651 | 0.01% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 2,945,923 | $11,459,640 | ▲ +290,691 | 0.01% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 2,928,181 | $11,390,624 | ▲ +1,594,830 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 2,807,699 | $10,935,050 | ▼ -534,521 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 2,743,945 | $10,673,944 | ▲ +1,494,495 | 0.01% | 2026-06-30 |
| UBS Group AG | 2,314,742 | $9,004,346 | ▲ +1,901,914 | 0.00% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 1,642,836 | $6,390,632 | ▲ +787,072 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 1,487,402 | $5,785,994 | ▲ +546,389 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,288,840 | $5,013,588 | ▼ -528,246 | 0.01% | 2026-06-30 |
| PEAK6 LLC | 1,206,476 | $4,693,192 | New position | 0.01% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 1,169,282 | $4,548,507 | ▲ +1,136,336 | 0.00% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 978,827 | $3,807,637 | ▲ +366,590 | 0.03% | 2026-06-30 |
| STATE STREET CORP | 852,927 | $3,317,886 | ▼ -668 | 0.00% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 726,455 | $2,825,910 | ▲ +347,745 | 0.05% | 2026-06-30 |
| Corient Private Wealth LP | 592,123 | $2,303,361 | ▲ +114,381 | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 559,181 | $2,175,214 | ▲ +382,781 | 0.00% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 504,582 | $1,962,824 | ▲ +267,189 | 0.01% | 2026-06-30 |
| Cerity Partners LLC | 492,279 | $1,914,966 | ▲ +155,953 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 446,454 | $1,736,707 | ▲ +126,210 | 0.00% | 2026-06-30 |
| FMR LLC | 430,740 | $1,675,578 | ▲ +146,154 | 0.00% | 2026-06-30 |
| Mariner, LLC | 419,341 | $1,631,238 | ▲ +46,615 | 0.00% | 2026-06-30 |
| CITIGROUP INC | 384,090 | $1,494,110 | ▲ +255,145 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 347,985 | $1,381,501 | ▲ +196,525 | 0.00% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 342,927 | $1,333,986 | ▲ +31,131 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 340,604 | $1,324,950 | ▲ +259,877 | 0.00% | 2026-06-30 |
| PCM Encore, LLC | 287,276 | $1,117,504 | ▲ +135,415 | 0.20% | 2026-06-30 |
| SIGNATUREFD, LLC | 277,775 | $1,080,545 | ▲ +228,305 | 0.01% | 2026-06-30 |
| Point72 Asset Management, L.P. | 259,796 | $1,010,606 | ▼ -63,343 | 0.00% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 258,664 | $1,006,202 | ▲ +28,949 | 0.00% | 2026-06-30 |
| Ballentine Partners, LLC | 249,792 | $971,691 | ▲ +192,347 | 0.01% | 2026-06-30 |
| Vident Advisory, LLC | 230,645 | $897,209 | ▲ +80,588 | 0.01% | 2026-06-30 |
| JANE STREET GROUP, LLC | 226,907 | $882,668 | ▲ +126,307 | 0.00% | 2026-06-30 |
| Frank, Rimerman Advisors LLC | 225,123 | $875,728 | New position | 0.05% | 2026-06-30 |
| GROUP ONE TRADING LLC | 223,898 | $870,963 | ▲ +7,334 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 222,741 | $866,464 | ▲ +33,476 | 0.00% | 2026-06-30 |
| PDS Planning, Inc | 200,765 | $780,976 | ▲ +75,603 | 0.05% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 166,244 | $646,689 | ▼ -81,827 | 0.00% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 156,817 | $610,018 | ▲ +49,641 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 139,623 | $543,133 | ▲ +63,894 | 0.01% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 134,470 | $523,090 | ▲ +70,841 | 0.00% | 2026-06-30 |
| West Family Investments, Inc. | 127,339 | $495,349 | ▲ +84,729 | 0.14% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 117,591 | $457,429 | ▲ +66,844 | 0.00% | 2026-06-30 |
| Caprock Group, LLC | 116,147 | $451,812 | ▲ +6,724 | 0.01% | 2026-06-30 |
| Pathstone Holdings, LLC | 114,710 | $446,222 | ▲ +32,509 | 0.00% | 2026-06-30 |
| Generali Investments CEE, investicni spolecnost, a.s. | 110,000 | $427,900 | ▲ +28,262 | 0.02% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 108,773 | $423,127 | ▲ +102,885 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 106,269 | $413,387 | ▲ +84,429 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 101,502 | $394,842 | ▲ +40,627 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 94,293 | $366,800 | ▲ +4,053 | 0.00% | 2026-06-30 |
| Orion Porfolio Solutions, LLC | 91,549 | $356,125 | ▲ +4,965 | 0.00% | 2026-06-30 |
| GREENLEAF TRUST | 89,635 | $348,680 | ▲ +66,781 | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 87,951 | $342,129 | ▲ +61,771 | 0.03% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 87,233 | $339,336 | ▲ +53,910 | 0.00% | 2026-06-30 |
| Greenspring Advisors, LLC | 85,716 | $333,435 | ▲ +27,789 | 0.02% | 2026-06-30 |
| Blue Trust, Inc. | 85,530 | $332,712 | ▼ -16,565 | 0.00% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 84,632 | $329,218 | ▲ +71,036 | 0.00% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 80,794 | $314,289 | ▼ -13,778 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 73,255 | $284,963 | ▲ +60,029 | 0.00% | 2026-06-30 |
| GLENMEDE TRUST CO NA | 72,946 | $283,759 | New position | 0.00% | 2026-06-30 |
| BSW Wealth Partners | 72,262 | $281,100 | ▲ +29,583 | 0.03% | 2026-06-30 |
| SEI INVESTMENTS CO | 71,166 | $276,830 | ▲ +15,404 | 0.00% | 2026-06-30 |
| HB Wealth Management, LLC | 67,085 | $260,961 | ▲ +35,430 | 0.00% | 2026-06-30 |
| Sivia Capital Partners, LLC | 64,784 | $252,010 | ▲ +9,124 | 0.03% | 2026-06-30 |
| CITADEL ADVISORS LLC | 63,800 | $248,182 | New position | 0.00% | 2026-06-30 |
| MW ADVISORY, LLC | 61,999 | $241,176 | New position | 0.10% | 2026-06-30 |
| Vise Technologies, Inc. | 59,539 | $231,607 | New position | 0.00% | 2026-06-30 |
| OneAscent Investment Solutions LLC | 55,830 | $217,179 | New position | 0.21% | 2026-06-30 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 46,995 | $186,570 | ▼ -5,087 | 0.00% | 2026-06-30 |
| Composition Wealth, LLC | 37,584 | $146,202 | New position | 0.00% | 2026-06-30 |
| Inspire Advisors, LLC | 35,994 | $139,932 | ▲ +3,335 | 0.01% | 2026-06-30 |
| BLAIR WILLIAM & CO/IL | 32,300 | $128,231 | ▲ +6,645 | 0.00% | 2026-06-30 |
| IMC-Chicago, LLC | 32,721 | $127,285 | ▲ +18,621 | 0.00% | 2026-06-30 |
| XPONANCE LLC | 32,359 | $125,877 | ▼ -16,655 | 0.00% | 2026-06-30 |
| Dynamic Technology Lab Private Ltd | 31,741 | $123,000 | ▲ +1,783 | 0.03% | 2026-06-30 |
| DIVERSIFIED TRUST CO | 31,223 | $121,457 | ▲ +11,720 | 0.00% | 2026-06-30 |
| Wellspring Financial Advisors, LLC | 29,626 | $115,245 | New position | 0.01% | 2026-06-30 |
| Quadrant Private Wealth Management, LLC | 29,373 | $114,261 | New position | 0.03% | 2026-06-30 |
| Focus Partners Wealth | 29,335 | $114,116 | ▲ +12,555 | 0.00% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 29,240 | $113,744 | New position | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 27,191 | $105,770 | ▼ -607 | 0.00% | 2026-06-30 |
| WINTON GROUP Ltd | 26,700 | $103,863 | New position | 0.00% | 2026-06-30 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 25,713 | $100,024 | ▼ -10,127 | 0.00% | 2026-06-30 |
| Fragasso Financial Advisors Inc | 24,683 | $96,017 | ▲ +5,424 | 0.01% | 2026-06-30 |
| Verdence Capital Advisors LLC | 24,189 | $94,095 | ▲ +3,045 | 0.00% | 2026-06-30 |
| Elmwood Wealth Management, Inc. | 24,019 | $93,434 | New position | 0.02% | 2026-06-30 |
| Piedmont Capital Management, LLC/NC | 23,136 | $89,999 | New position | 0.05% | 2026-06-30 |
| SIG BROKERAGE, LP | 23,000 | $89,470 | New position | 0.00% | 2026-06-30 |
| Ariadne Wealth Management, LP | 22,882 | $89,011 | New position | 0.04% | 2026-06-30 |
| MAI Capital Management | 22,776 | $88,600 | ▲ +20,607 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 22,724 | $88,397 | ▲ +11,010 | 0.00% | 2026-06-30 |
| Enterprise Financial Services Corp | 22,698 | $88,295 | New position | 0.04% | 2026-06-30 |
| Merit Financial Group, LLC | 22,649 | $88,105 | ▲ +11,174 | 0.00% | 2026-06-30 |
| Inspire Investing, LLC | 22,640 | $88,071 | New position | 0.00% | 2026-06-30 |
| GeoWealth Management, LLC | 22,274 | $86,646 | New position | 0.00% | 2026-06-30 |
| Savant Capital, LLC | 21,983 | $85,314 | ▼ -1,299 | 0.00% | 2026-06-30 |
| Avestar Capital, LLC | 21,248 | $82,655 | ▲ +5,452 | 0.00% | 2026-06-30 |
| Foster Group, Inc. | 21,204 | $82,484 | New position | 0.00% | 2026-06-30 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 20,962 | $81,543 | ▼ -16,084 | 0.00% | 2026-06-30 |
| MGO ONE SEVEN LLC | 20,642 | $80,297 | ▲ +1,741 | 0.00% | 2026-06-30 |
| Johnson Financial Group, LLC | 20,050 | $77,995 | New position | 0.00% | 2026-06-30 |
| EP Wealth Advisors, LLC | 18,935 | $73,657 | ▼ -5,501 | 0.00% | 2026-06-30 |
| Sound View Wealth Advisors Group, LLC | 18,800 | $73,132 | New position | 0.00% | 2026-06-30 |
| PFG Advisors | 17,650 | $68,659 | New position | 0.00% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17,203 | $66,920 | Unchanged | 0.00% | 2026-06-30 |
| AlTi Global, Inc. | 16,376 | $63,703 | New position | 0.00% | 2026-06-30 |
| Plan A Wealth LLC | 16,337 | $63,551 | ▲ +1,525 | 0.03% | 2026-06-30 |
| Resonant Capital Advisors, LLC | 16,261 | $63,255 | ▲ +2,059 | 0.00% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 15,970 | $62,124 | ▲ +8,023 | 0.01% | 2026-06-30 |
| MML INVESTORS SERVICES, LLC | 15,894 | $61,828 | ▲ +1,015 | 0.00% | 2026-06-30 |
| Optas, LLC | 15,503 | $60,307 | New position | 0.01% | 2026-06-30 |
| Nykredit A/S | 15,219 | $59,202 | New position | 0.00% | 2026-06-30 |
| Cetera Investment Advisers | 15,121 | $58,821 | ▲ +541 | 0.00% | 2026-06-30 |
| BIP Wealth, LLC | 14,608 | $56,825 | New position | 0.00% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 15,488 | $56,531 | ▲ +4,023 | 0.00% | 2026-06-30 |
| Syverson Strege & Co | 14,036 | $54,600 | ▲ +303 | 0.01% | 2026-06-30 |
| NewSquare Capital LLC | 12,481 | $48,551 | ▲ +2,100 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 12,287 | $47,797 | New position | 0.00% | 2026-06-30 |
| Curi Capital, LLC | 12,216 | $47,521 | New position | 0.00% | 2026-06-30 |
| Truepoint, Inc. | 11,704 | $45,529 | New position | 0.00% | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | 11,348 | $44,144 | New position | 0.00% | 2026-06-30 |
| Interchange Capital Partners, LLC | 11,151 | $43,376 | New position | 0.01% | 2026-06-30 |
| &PARTNERS | 10,830 | $42,129 | New position | 0.00% | 2026-06-30 |
| Simplicity Wealth,LLC | 10,204 | $39,694 | ▼ -359 | 0.00% | 2026-06-30 |
| Beacon Pointe Advisors, LLC | 10,196 | $39,663 | New position | 0.00% | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT INC | 10,183 | $39,612 | New position | 0.00% | 2026-06-30 |
| Balentine LLC | 10,147 | $39,472 | New position | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 10,081 | $39,215 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 6,866 | $26,709 | ▲ +3,587 | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 5,859 | $22,792 | ▲ +741 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 4,467 | $17,377 | ▼ -485,533 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 2,737 | $10,647 | ▲ +2,735 | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 2,732 | $10,628 | ▲ +1,166 | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 2,462 | $9,577 | New position | 0.01% | 2026-06-30 |
| Bell Investment Advisors, Inc | 2,277 | $8,858 | ▼ -282 | 0.00% | 2026-06-30 |
| WealthCollab, LLC | 2,251 | $8,757 | Unchanged | 0.00% | 2026-06-30 |
| SHP Wealth Management | 1,766 | $6,870 | ▲ +796 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 1,727 | $6,718 | New position | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 1,618 | $6,294 | Unchanged | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,414 | $5,500 | Unchanged | 0.00% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 1,017 | $3,957 | ▲ +219 | 0.00% | 2026-06-30 |
| Downshift Financial, LLC | 803 | $3,124 | New position | 0.00% | 2026-06-30 |
| Breakwater Investment Management | 706 | $2,747 | New position | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 607 | $2,361 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 601 | $2,338 | New position | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 582 | $2,264 | ▼ -118 | 0.00% | 2026-06-30 |
| IMA Advisory Services, Inc. | 568 | $2,210 | ▲ +155 | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 560 | $2,178 | Unchanged | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 522 | $2,031 | Unchanged | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 320 | $1,246 | ▲ +69 | 0.00% | 2026-06-30 |
| Geneos Wealth Management Inc. | 319 | $1,241 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 304 | $1,184 | Unchanged | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 270 | $1,050 | ▼ -3 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 222 | $864 | ▼ -6 | 0.00% | 2026-06-30 |
| Dogwood Wealth Management LLC | 209 | $813 | Unchanged | 0.00% | 2026-06-30 |
| Abound Wealth Management | 139 | $541 | Unchanged | 0.00% | 2026-06-30 |
| Elequin Capital, LP | 111 | $432 | New position | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 55 | $213 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 51 | $198 | Unchanged | 0.00% | 2026-06-30 |
| Ameritas Advisory Services, LLC | 24 | $93 | New position | 0.00% | 2026-06-30 |
| Glen Eagle Advisors, LLC | 14 | $54 | Unchanged | 0.00% | 2026-06-30 |
| PARK AVENUE SECURITIES LLC | 11,881 | $46 | ▼ -880 | 0.00% | 2026-06-30 |
| Institute for Wealth Management, LLC. | 6 | $22 | New position | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 1,331 | $5 | ▲ +47 | 0.00% | 2026-06-30 |
| Qube Research & Technologies Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| QUADRANT CAPITAL GROUP LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Avior Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ACADIAN ASSET MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| EVOKE WEALTH, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Jain Global LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Voleon Capital Management LP | 0 | $0 | Sold out | 2026-06-30 | |
| Financial Planning Navigators CORP | 0 | $0 | Sold out | 2026-06-30 | |
| SEEDS INVESTOR LLC | 0 | $0 | Sold out | 2026-06-30 | |
| JONES FINANCIAL COMPANIES LLLP | 0 | $0 | Sold out | 2026-06-30 | |
| Intentional Wealth Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 |