LPL FINL HLDGS INC

$LPLA
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Smart money positioned

14 of the Top-200 alpha managers hold $LPLA as of the latest 13F snapshot.

13F holders
10
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$LPLA is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.13%, with an average of 0.35% of portfolio. Largest holder: Winmill & Co. Inc. at 4.13%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Winmill & Co. Inc.
4.13% ↓ 0.5pp
α +11.8pts
02
D L Carlson Investment Group Inc.
0.24% NEW
α +17.7pts
03
Fulton Bank, N.a.
0.05% held
α +23.8pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% held
α +27.5pts
05
Quarry LP
0.02% held
α +10.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 10 · Source: 13F-HR
01
Vanguard Group Inc.
0.04% of portfolio
8,148,558 sh
02
Lone Pine Capital LLC
4.92% of portfolio
2,049,967 sh
03
State Street
0.02% of portfolio
1,863,266 sh
04
Citadel
0.20% of portfolio
923,471 sh
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% of portfolio
591,666 sh
06
Citigroup Inc.
0.02% of portfolio
128,597 sh
07
Renaissance Technologies
0.06% of portfolio
120,540 sh
08
Erste Asset Management GmbH
—
1,290 sh
09
WINTON GROUP Ltd
0.01% of portfolio
1,036 sh
10
First Eagle Investment Management, LLC
—
6 sh

Insider activity · last 90 days

50 transactions · 16 filers
22 Jun 2026
Unknown —
▼ SOLD
—
—
S
12 Jun 2026
Cohen Marc Eliot —
· F
44
$295.66
F
12 Jun 2026
Gates Greg —
· F
232
$295.66
F
04 Jun 2026
Eberhart Paulett —
· GRANT
5
—
A
04 Jun 2026
Thomas Corey E. —
· GRANT
7
—
A
04 Jun 2026
Schifter Richard P —
· GRANT
19
—
A
04 Jun 2026
Mnookin Allison —
· GRANT
3
—
A
04 Jun 2026
Glavin William Francis Jr —
· GRANT
15
—
A
04 Jun 2026
Putnam James S —
· GRANT
10
—
A
04 Jun 2026
Bernard Edward C —
· GRANT
4
—
A
15 May 2026
Putnam James S —
· GRANT
712
—
A
15 May 2026
Thomas Corey E. —
· GRANT
348
—
A

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $LPLA in the recent window.

Convergence · $LPLA

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:18 UTC.