13FBOX
LPL Financial LLC · 13F Holdings
Options Calculator Rankings

LPL Financial LLC

No.35 Data as of 2026Q2
Latest AUM (Q2 2026)
$445.10B
QoQ Change Q1 2026
+$68.54B+18.2%
Holdings
5997
New Buys
384
Adds
3453
Reduces
2075
Exits
160
Unchanged
85
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
2.49%2.01%$11.07B14.8M$7.57B11.6M+3.2M+27.58%Add
IINVESCO QQQ TRVOO
1.77%1.63%$7.88B10.7M$6.13B10.6M+80,330+0.76%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.69%1.76%$7.54B10.1M$6.62B10.2M-81,365-0.80%Reduce
APPLE INCAAPL
1.58%1.6%$7.03B24.3M$6.03B23.7M+555,790+2.34%Add
NVIDIA CORPORATIONNVDA
1.54%1.55%$6.87B34.4M$5.85B33.5M+822,032+2.45%Add
SSTATE STREETSPYM
1.25%1.19%$5.57B63.4M$4.49B58.7M+4.7M+8.00%Add
SSPDR SERIES TRUSTSPYG
1.09%1.04%$4.83B40.6M$3.90B39.8M+801,892+2.01%Add
IISHARES TRIEFA
1.04%1.11%$4.61B47.8M$4.17B46.0M+1.7M+3.77%Add
VVANGUARD INDEX FDSVOO
1.02%1.02%$4.55B6.6M$3.83B6.4M+220,721+3.45%Add
AMAZON COM INCAMZN
0.92%0.93%$4.09B17.2M$3.50B16.8M+362,719+2.16%Add
MICROSOFT CORPMSFT
0.9%1.02%$4.02B10.8M$3.83B10.4M+425,243+4.11%Add
CCAPITAL GROUP DIVIDEND VALUECCBG
0.9%0.81%$4.00B81.1M$3.06B71.9M+9.2M+12.83%Add
IISHARES INCIEMG
0.89%0.97%$3.98B48.1M$3.64B52.2M-4.2M-7.96%Reduce
GGENERAL DYNAMICS CORPVTI
0.86%0.88%$3.81B10.3M$3.31B10.3M-17,277-0.17%Reduce
IISHARES TRGJS
0.83%0.86%$3.70B162.6M$3.23B140.9M+21.7M+15.42%Add
IINVESCO NASDAQ 100 ETFQQQM
0.8%0.66%$3.56B11.7M$2.50B10.5M+1.2M+11.47%Add
BBLACKROCK ETF TRUSTDYNF
0.75%0.68%$3.32B48.8M$2.55B43.8M+5.0M+11.38%Add
ALPHABET INCGOOGL
0.73%0.68%$3.26B9.1M$2.56B8.9M+215,269+2.42%Add
SSTATE STREETSPYV
0.71%0.77%$3.16B52.0M$2.91B51.5M+524,537+1.02%Add
SSELECT SECTOR SPDR TRXLK
0.68%0.55%$3.01B15.8M$2.09B15.7M+90,740+0.58%Add
IISHARES TRIVW
0.67%0.63%$2.97B21.6M$2.36B20.9M+675,541+3.23%Add
IISHARES MSCIQUAL
0.66%0.82%$2.93B13.3M$3.10B16.2M-2.8M-17.46%Reduce
VVANGUARD SCOTTSDALE FDSVONV
0.65%0.65%$2.88B27.1M$2.45B26.2M+913,097+3.49%Add
VVANGUARD INDEX FDSVUG
0.65%0.63%$2.87B33.4M$2.36B5.4M+28.0M+518.24%Add
IISHARES TRIUSB
0.64%0.58%$2.87B62.2M$2.18B47.3M+14.9M+31.49%Add
FFIRST TR EXCHANGE TRADED FDRDVY
0.64%0.59%$2.83B34.9M$2.21B32.3M+2.6M+8.06%Add
CCAPITAL GROUP GROWTH ETFCGGR
0.64%0.56%$2.83B59.9M$2.11B52.6M+7.3M+13.98%Add
IISHARES S&PIUSG
0.62%0.59%$2.75B14.6M$2.23B14.4M+247,661+1.72%Add
BROADCOM INCAVGO
0.59%0.55%$2.61B6.9M$2.06B6.7M+244,818+3.68%Add
ISHARES MBSACGL
0.58%0.71%$2.56B27.1M$2.66B28.0M-856,100-3.06%Reduce
VVANGUARD INDEX FDSVTV
0.56%0.58%$2.50B11.5M$2.19B11.2M+279,274+2.50%Add
IISHARES COREIJR
0.54%0.55%$2.42B16.3M$2.07B16.6M-307,924-1.85%Reduce
AAlphabet Inc Class CGOOG
0.52%0.48%$2.31B6.5M$1.79B6.2M+289,715+4.64%Add
IISHARES S&PIVE
0.49%0.59%$2.19B9.6M$2.22B10.5M-872,868-8.31%Reduce
VVANGUARD SCOTTSDALE FDSVONG
0.49%0.49%$2.18B17.0M$1.84B16.8M+260,883+1.55%Add
VVANGUARD FTSEVEA
0.45%0.47%$2.02B28.4M$1.78B27.8M+604,337+2.17%Add
SSPDR INDEX SHS FDSSPDW
0.44%0.46%$1.97B39.0M$1.74B38.0M+979,702+2.58%Add
SSTATE STREETSPIB
0.44%0.46%$1.95B58.1M$1.74B52.0M+6.2M+11.87%Add
IISHARES TRIUSV
0.43%0.47%$1.92B17.4M$1.76B17.2M+212,650+1.23%Add
IISHARES RUSSELLIWF
0.43%0.43%$1.92B15.4M$1.64B3.8M+11.6M+302.33%Add
VANECK ETF TRUSTSMH
0.43%0.29%$1.90B2.9M$1.08B2.8M+67,667+2.39%Add
META PLATFORMS INCMETA
0.41%0.47%$1.81B3.2M$1.78B3.1M+96,647+3.11%Add
MICRON TECHNOLOGY INCMU
0.4%0.12%$1.80B1.6M$467.9M1.4M+176,755+12.76%Add
IISHARES COREIJH
0.4%0.41%$1.77B23.0M$1.56B23.1M-106,164-0.46%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.39%0.43%$1.75B3.5M$1.63B3.4M+92,469+2.71%Add
FT VEST LADDERED BUFFER ETFFIBK
0.39%0.42%$1.73B47.5M$1.59B47.1M+359,765+0.76%Add
JPMORGAN CHASE & COJPM
0.39%0.42%$1.72B5.3M$1.59B5.4M-139,870-2.59%Reduce
VVANGUARD SPECIALIZED FUNDSVIG
0.38%0.4%$1.69B7.1M$1.51B7.0M+129,271+1.85%Add
SSPDR GOLD TRGLD
0.37%0.54%$1.65B4.5M$2.04B4.7M-261,250-5.52%Reduce
IISHARES TRDGRO
0.36%0.38%$1.61B21.3M$1.42B20.2M+1.1M+5.22%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow