Lpl Financial Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$376.56B
Q ending 2026-03-31
Prior quarter
$366.18B
Q ending 2025-12-31
Change
+2.8% QoQ · +46.4% YoY
Positions
5,964
reported holdings
Largest positions
Top 100 of 5,964 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $7.57B | 11.6M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.48B | 10.0M |
| Invesco Qqq Tr | QQQ | Shares | $6.09B | 10.6M |
| Apple Inc | AAPL | Shares | $6.01B | 23.7M |
| Nvidia Corporation | NVDA | Shares | $5.84B | 33.5M |
| Spdr Series Trust | SPYM | Shares | $4.49B | 58.7M |
| Ishares Tr | IEFA | Shares | $4.17B | 46.0M |
| Spdr Series Trust | SPYG | Shares | $3.90B | 39.8M |
| Microsoft Corp | MSFT | Shares | $3.83B | 10.3M |
| Vanguard Index Fds | VOO | Shares | $3.83B | 6.4M |
| Ishares Inc | IEMG | Shares | $3.64B | 52.2M |
| Amazon Com Inc | AMZN | Shares | $3.49B | 16.8M |
| Vanguard Index Fds | VTI | Shares | $3.31B | 10.3M |
| Ishares Tr | GOVT | Shares | $3.23B | 140.9M |
| Ishares Tr | QUAL | Shares | $3.10B | 16.2M |
| Capital Group Dividend Value | CGDV | Shares | $3.06B | 71.9M |
| Spdr Series Trust | SPYV | Shares | $2.91B | 51.5M |
| Ishares Tr | MBB | Shares | $2.66B | 28.0M |
| Alphabet Inc | GOOGL | Shares | $2.55B | 8.9M |
| Blackrock Etf Trust | DYNF | Shares | $2.55B | 43.8M |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $2.50B | 10.5M |
| Vanguard Scottsdale Fds | VONV | Shares | $2.45B | 26.2M |
| Ishares Tr | IVW | Shares | $2.36B | 20.9M |
| Vanguard Index Fds | VUG | Shares | $2.36B | 5.4M |
| Ishares Tr | IUSG | Shares | $2.23B | 14.4M |
| Ishares Tr | IVE | Shares | $2.22B | 10.5M |
| First Tr Exchange Traded Fd | RDVY | Shares | $2.21B | 32.3M |
| Vanguard Index Fds | VTV | Shares | $2.19B | 11.2M |
| Ishares Tr | IUSB | Shares | $2.18B | 47.3M |
| Capital Group Growth Etf | CGGR | Shares | $2.11B | 52.6M |
| Select Sector Spdr Tr | XLK | Shares | $2.09B | 15.7M |
| Ishares Tr | IJR | Shares | $2.07B | 16.6M |
| Broadcom Inc | AVGO | Shares | $2.06B | 6.6M |
| Spdr Gold Tr | GLD | Shares | $2.04B | 4.7M |
| Vanguard Scottsdale Fds | VONG | Shares | $1.84B | 16.8M |
| Alphabet Inc | GOOG | Shares | $1.79B | 6.2M |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.78B | 27.8M |
| Meta Platforms Inc | META | Shares | $1.77B | 3.1M |
| Ishares Tr | IUSV | Shares | $1.76B | 17.2M |
| Spdr Series Trust | SPIB | Shares | $1.74B | 52.0M |
| Spdr Index Shs Fds | SPDW | Shares | $1.74B | 38.0M |
| Ishares Tr | IWF | Shares | $1.64B | 3.8M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.63B | 3.4M |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $1.59B | 47.1M |
| Jpmorgan Chase & Co | JPM | Shares | $1.59B | 5.4M |
| Ishares Tr | IJH | Shares | $1.56B | 23.1M |
| Ishares Tr | EFV | Shares | $1.55B | 20.8M |
| Spdr Series Trust | SPTI | Shares | $1.54B | 53.9M |
| Spdr Series Trust | BIL | Shares | $1.54B | 16.8M |
| Vanguard Specialized Funds | VIG | Shares | $1.51B | 7.0M |
| Ishares Tr | DGRO | Shares | $1.42B | 20.2M |
| Vanguard Bd Index Fds | BND | Shares | $1.41B | 19.1M |
| Ishares Tr | AGG | Shares | $1.38B | 13.9M |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.28B | 6.7M |
| Tesla Inc | TSLA | Shares | $1.25B | 3.4M |
| Ishares Tr | MUB | Shares | $1.25B | 11.8M |
| Exxon Mobil Corp | XOM | Shares | $1.21B | 7.1M |
| Johnson & Johnson | JNJ | Shares | $1.20B | 4.9M |
| Spdr Series Trust | SPSM | Shares | $1.19B | 24.6M |
| Pacer Fds Tr | COWZ | Shares | $1.16B | 18.6M |
| Costco Wholesale Corporation | COST | Shares | $1.11B | 1.1M |
| Walmart Inc | WMT | Shares | $1.11B | 8.9M |
| Eli Lilly & Co | LLY | Shares | $1.10B | 1.2M |
| Ishares Tr | SGOV | Shares | $1.09B | 10.9M |
| Schwab Strategic Tr | SCHG | Shares | $1.09B | 37.3M |
| Vaneck Etf Trust | SMH | Shares | $1.08B | 2.8M |
| Capital Group Core Equity Et | CGUS | Shares | $1.08B | 28.1M |
| Vanguard Index Fds | VO | Shares | $1.03B | 3.6M |
| Wisdomtree Tr | DGRW | Shares | $1.01B | 11.5M |
| J P Morgan Exchange Traded F | JPST | Shares | $1.01B | 19.9M |
| Vanguard Whitehall Fds | VYM | Shares | $1.00B | 6.8M |
| Select Sector Spdr Tr | XLF | Shares | $996.2M | 20.2M |
| First Tr Exchange Traded Fd | SDVY | Shares | $980.7M | 24.9M |
| Schwab Strategic Tr | SCHD | Shares | $946.8M | 30.9M |
| Select Sector Spdr Tr | XLE | Shares | $946.3M | 15.4M |
| J P Morgan Exchange Traded F | JEPQ | Shares | $937.0M | 16.9M |
| Vanguard Scottsdale Fds | VCIT | Shares | $929.0M | 11.2M |
| Select Sector Spdr Tr | XLV | Shares | $928.5M | 6.3M |
| Ishares Tr | IWM | Shares | $926.8M | 3.7M |
| Ishares Tr | IWD | Shares | $915.5M | 4.3M |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $914.8M | 12.2M |
| J P Morgan Exchange Traded F | JBND | Shares | $908.1M | 16.9M |
| Ishares Tr | IWB | Shares | $904.5M | 2.5M |
| Blackrock Etf Trust | BAI | Shares | $901.7M | 27.4M |
| Chevron Corporation | CVX | Shares | $900.5M | 4.4M |
| Gold Tr | IAU | Shares | $897.5M | 10.2M |
| Vanguard Malvern Fds | VTIP | Shares | $888.6M | 17.8M |
| Visa Inc | V | Shares | $885.1M | 2.9M |
| Vanguard Intl Equity Index F | VWO | Shares | $883.3M | 16.3M |
| Ishares Tr | EFG | Shares | $880.6M | 7.9M |
| Vanguard World Fd | VGT | Shares | $874.0M | 1.3M |
| Vanguard Index Fds | VB | Shares | $870.1M | 3.3M |
| Abbvie Inc | ABBV | Shares | $858.1M | 3.9M |
| Ishares Tr | ITOT | Shares | $844.5M | 5.9M |
| Select Sector Spdr Tr | XLI | Shares | $827.6M | 5.1M |
| Ishares Tr | TLH | Shares | $826.8M | 8.2M |
| Blackrock Etf Trust Ii | BINC | Shares | $819.3M | 15.8M |
| Ishares Tr | MTUM | Shares | $807.9M | 3.4M |
| Blackrock Etf Trust | THRO | Shares | $807.3M | 22.3M |
| Spdr Series Trust | SLYG | Shares | $805.1M | 8.3M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.