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LPL Financial Holdings Inc.LPL Financial Holdings Inc.LPL Financial Holdings Inc.

LPL Financial Holdings Inc.

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Funds holding the stock

Sorted by market value, the list below shows funds with LPL Financial Holdings Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Mkt value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Chg %
Rel vol
NAV total return
3Y
VTIVanguard Morningstar Total Stock Market ETF
900.79 M USD0.04%
The Vanguard Group, Inc.
Passive
Total market
0.03%687.25 B USD373.24 USD−0.62%1.15+75.12%
VOVanguard Morningstar Mid-Cap ETF
612.26 M USD0.27%
The Vanguard Group, Inc.
Passive
Mid cap
0.03%106.32 B USD80.40 USD−0.91%1.36+55.38%
VUGVanguard Morningstar Growth ETF
369.07 M USD0.10%
The Vanguard Group, Inc.
Passive
Large cap
0.03%225.72 B USD87.21 USD−0.54%1.21+86.05%
VXFVanguard Extended Market ETF
325.84 M USD0.34%
The Vanguard Group, Inc.
Passive
Extended market
0.05%31 B USD236.16 USD−1.05%1.08+64.05%
MOATVanEck Morningstar Wide Moat ETF
318.35 M USD2.73%
Van Eck Associates Corp.
Passive
Total market
0.46%11.76 B USD108.22 USD−0.68%1.41+41.69%
VOTVanguard Morningstar Mid-Cap Growth ETF
216.36 M USD0.64%
The Vanguard Group, Inc.
Passive
Mid cap
0.05%19.31 B USD292.75 USD−1.14%1.59+47.34%
IWRiShares Russell Mid-Cap ETF
113.83 M USD0.20%
BlackRock, Inc.
Passive
Mid cap
0.18%56.08 B USD108.96 USD−0.89%1.71+57.24%
AVLVAvantis U.S. Large Cap Value ETF
74.96 M USD0.34%
American Century Cos., Inc.
Active
Large cap
0.15%21.98 B USD92.89 USD−0.41%0.86+80.03%
SCHGSchwab U.S. Large-Cap Growth ETF
67.45 M USD0.11%
The Charles Schwab Corp.
Passive
Large cap
0.04%62.05 B USD34.86 USD−0.43%0.88+86.12%
IWPiShares Russell Midcap Growth ETF
55.77 M USD0.29%
BlackRock, Inc.
Passive
Mid cap
0.23%19.44 B USD136.68 USD−1.28%1.46+45.90%
DFACDimensional U.S. Core Equity 2 ETF
52.61 M USD0.11%
Dimensional Holdings, Inc.
Active
Total market
0.17%49.18 B USD44.84 USD−0.60%1.05+68.87%
SWDAiShares Core MSCI World UCITS ETF48.01 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.20%148.91 B USD10,864 GBX+0.77%0.23+60.12%
IWDGiShares Core MSCI World UCITS ETF Hedged GBP48.01 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.30%1.34 B USD1,249.0 GBX+0.16%0.34+71.07%
IWDDiShares III PLC - iShares Core MSCI World UCITS ETF USD
48.01 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.20%933.56 M USD8.1175 USD+0.43%0.16+35.39%
IWLEiShares Core MSCI World UCITS ETF Hedged (Dist)
48.01 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.30%2.12 B USD10.7800 EUR+0.40%0.10+63.22%
VFHVanguard Financials ETF
46.69 M USD0.30%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.36 B USD138.91 USD−0.32%1.15+74.73%
IWDiShares Russell 1000 Value ETF
39.79 M USD0.05%
BlackRock, Inc.
Passive
Large cap
0.18%82.97 B USD253.33 USD−0.29%1.43+69.40%
IWFiShares Russell 1000 Growth Fund
37.24 M USD0.03%
BlackRock, Inc.
Passive
Large cap
0.18%125.02 B USD121.32 USD−0.93%1.10+76.92%
ITOTiShares Core S&P Total U.S. Stock Market ETF
36.08 M USD0.04%
BlackRock, Inc.
Passive
Total market
0.03%96.04 B USD165.72 USD−0.65%1.09+75.09%
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
34.25 M USD2.46%
BlackRock, Inc.
Passive
Financials
0.37%1.41 B USD189.77 USD−0.97%1.04+107.03%
SCHXSchwab U.S. Large-Cap ETF
29.8 M USD0.04%
The Charles Schwab Corp.
Passive
Large cap
0.03%73.7 B USD29.86 USD−0.57%1.41+76.20%
GLOBBARROW HANLEY GLOBAL SHARE FUND (MANAGED FUND) (Managed Fund) Units
28.79 M USD1.30%
Perpetual Ltd.
Active
Total market
——4.55 AUD−0.22%0.88—
IWSiShares Russell Mid-Cap Value ETF
26.73 M USD0.18%
BlackRock, Inc.
Passive
Mid cap
0.23%15.32 B USD165.73 USD−0.71%0.88+59.72%
VVVanguard Morningstar Large-Cap ETF
25.69 M USD0.03%
The Vanguard Group, Inc.
Passive
Large cap
0.03%54.02 B USD349.49 USD−0.59%0.99+77.65%
VTVanguard Total World Stock Index ETF
24.3 M USD0.02%
The Vanguard Group, Inc.
Passive
Total market
0.06%81.82 B USD158.53 USD−0.85%0.94+73.45%
RUMGRBC U.S. Mid-Cap Growth Equity Fund
21.89 M USD1.15%
Royal Bank of Canada
Active
Mid cap
0.97%29.76 M USD24.39 CAD−1.18%0.00+3.90%
VWRLVanguard FTSE All-World UCITS ETF20.73 M USD0.03%
The Vanguard Group, Inc.
Passive
Total market
0.14%27.36 B USD138.67 GBP+0.78%0.65+61.50%
VWRAVanguard FTSE All-World UCITS ETF Accum USD20.73 M USD0.03%
The Vanguard Group, Inc.
Passive
Total market
0.17%59.25 B USD193.52 USD+0.73%0.20+74.66%
IWBiShares Russell 1000 ETF
19.34 M USD0.04%
BlackRock, Inc.
Passive
Large cap
0.15%48.82 B USD414.32 USD−0.67%1.26+74.88%
FMDEFidelity Enhanced Mid Cap Core ETF
18.83 M USD0.23%
FMR LLC
Active
Mid cap
0.23%8.34 B USD41.03 USD−0.80%0.97+67.15%
IYFiShares U.S. Financial ETF
18.53 M USD0.42%
BlackRock, Inc.
Passive
Financials
0.37%4.39 B USD134.91 USD−0.35%0.36+81.72%
TAOZThornburg American Opportunities Fund
17.09 M USD3.40%
Thornburg Investment Management, Inc.
Active
Large cap
0.93%8.53 M USD89.28 USD−0.58%0.04—
SCHBSchwab U.S. Broad Market ETF
16.56 M USD0.04%
The Charles Schwab Corp.
Passive
Total market
0.03%44.35 B USD29.23 USD−0.58%1.07+75.18%
MHOTVaneck Morningstar Wide Moat (AUD Hedged) ETF Exchange Traded Fund Units
16.45 M USD2.73%
Van Eck Associates Corp.
Passive
Total market
0.52%23.2 M USD125.60 AUD−1.15%0.81+17.02%
MOATVanEck Morningstar Wide Moat ETF
16.45 M USD2.73%
Van Eck Associates Corp.
Passive
Total market
0.49%613.24 M USD115.66 AUD+0.50%1.43+25.11%
VONGVanguard Russell 1000 Growth ETF
16.12 M USD0.03%
The Vanguard Group, Inc.
Passive
Large cap
0.06%45.87 B USD124.84 USD−1.01%1.40+77.53%
JHMMJohn Hancock Multifactor Mid Cap ETF
15.64 M USD0.26%
Manulife Financial Corp.
Passive
Mid cap
0.41%5.99 B USD73.08 USD−0.84%0.95+54.08%
IMCGiShares Morningstar Mid-Cap Growth ETF
14.78 M USD0.37%
BlackRock, Inc.
Passive
Mid cap
0.06%4.03 B USD94.21 USD−1.17%0.78+61.87%
AVUSAvantis U.S. Equity ETF
14.04 M USD0.10%
American Century Cos., Inc.
Active
Total market
0.15%14.45 B USD128.63 USD−0.63%1.55+76.11%
BBHMBBH Select Mid Cap ETF
13.74 M USD3.50%
Brown Brothers Harriman & Co.
Active
Mid cap
0.81%396.37 M USD11.42 USD−0.70%0.14—
VGSVanguard MSCI Index International Shares ETF
12.83 M USD0.03%
The Vanguard Group, Inc.
Passive
Total market
0.18%—158.33 AUD+0.07%0.81+54.65%
VONVVanguard Russell 1000 Value ETF
11.41 M USD0.05%
The Vanguard Group, Inc.
Passive
Large cap
0.06%22.03 B USD111.12 USD−0.25%1.22+69.98%
DUHPDimensional US High Profitability ETF
11.05 M USD0.09%
Dimensional Holdings, Inc.
Active
Large cap
0.20%12.69 B USD41.57 USD−0.76%1.10+25.03%
FNDXSchwab Fundamental U.S. Large Company ETF
9.95 M USD0.04%
The Charles Schwab Corp.
Passive
Large cap
0.25%27.64 B USD32.19 USD−0.37%1.04+75.41%
MOATVanEck Morningstar US ESG Wide Moat UCITS ETF9.76 M USD2.63%
Van Eck Associates Corp.
Passive
Total market
0.49%376.97 M USD67.26 USD+0.16%0.73+33.46%
SASUiShares IV PLC - iShares MSCI USA Screened UCITS ETF Accum Shs Unhedged USD9.69 M USD0.05%
BlackRock, Inc.
Passive
Total market
0.07%18.47 B USD15.982 USD+0.78%0.14+79.20%
SDUSiShares IV PLC - iShares MSCI USA Screened UCITS ETF USD9.69 M USD0.05%
BlackRock, Inc.
Passive
Total market
0.07%1.67 B USD14.610 USD+0.47%0.08+79.19%
XZMUXtrackers MSCI USA ESG UCITS ETF Accum Shs -1C- USD9.56 M USD0.10%
Deutsche Bank AG
Passive
Theme
0.15%9.07 B USD83.11 USD+0.73%0.01+76.89%
XZMDXtrackers MSCI USA ESG UCITS ETF 1D USD9.56 M USD0.10%
Deutsche Bank AG
Passive
Theme
0.07%322.98 M USD13.175 USD−0.63%3.05+31.69%
ISADiShares V PLC - iShares MSCI All Country World UCITS ETF - USD9.42 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.20%22.72 M USD4.1703 GBP−0.35%0.01—
ISACiShares V PLC - iShares MSCI All Country World UCITS ETF Accum.Shs USD9.42 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.20%36.51 B USD123.99 USD+0.71%0.26+75.38%
XDWGXtrackers MSCI World UCITS ETF9.3 M USD0.03%
Deutsche Bank AG
Passive
Total market
0.15%524.15 M USD31.76 GBP+0.40%0.06+74.58%
XWCHXtrackers MSCI World UCITS ETF Accum -3D- Hedged CHF
9.3 M USD0.03%
Deutsche Bank AG
Passive
Total market
0.15%61.29 M USD12.600 CHF+0.35%0.56+26.12%
XDWLXtrackers MSCI World UCITS ETF
9.3 M USD0.03%
Deutsche Bank AG
Passive
Total market
0.13%5.54 B USD113.885 EUR+0.64%0.39+62.76%
XWEUXtrackers MSCI World UCITS ETF Accum -2C- Hedged EUR
9.3 M USD0.03%
Deutsche Bank AG
Passive
Total market
0.15%515.53 M USD14.0555 EUR+0.30%0.67+30.96%
XDWDXtrackers MSCI World UCITS ETF
9.3 M USD0.03%
Deutsche Bank AG
Passive
Total market
0.13%24.54 B USD138.425 EUR+0.82%0.37+62.56%
NULGNuveen ESG Large-Cap Growth ETF
8.7 M USD0.29%
TIAA Board of Governors
Passive
Large cap
0.26%3 B USD110.54 USD−1.22%0.35+76.72%
ACWIiShares MSCI ACWI ETF
8.63 M USD0.03%
BlackRock, Inc.
Passive
Total market
0.32%33.11 B USD158.79 USD−0.85%0.65+74.41%
IYGiShares U.S. Financial Services ETF
8.44 M USD0.38%
BlackRock, Inc.
Passive
Financials
0.37%2.21 B USD95.96 USD−0.50%0.62+84.19%
DFUSDimensional U.S. Equity Market ETF
8.34 M USD0.04%
Dimensional Holdings, Inc.
Active
Total market
0.09%21.5 B USD82.68 USD−0.62%0.78+74.52%
KCEState Street SPDR S&P Capital Markets ETF
8.12 M USD1.76%
State Street Corp.
Passive
Financials
0.35%475.07 M USD163.96 USD−1.14%1.29+92.18%
IWViShares Russell 3000 Fund
7.76 M USD0.04%
BlackRock, Inc.
Passive
Total market
0.20%20.25 B USD430.38 USD−0.67%0.69+74.02%
TMSLT. Rowe Price Small-Mid Cap ETF
7.73 M USD0.26%
T. Rowe Price Group, Inc.
Active
Extended market
0.55%3.02 B USD41.57 USD−1.05%1.11+29.52%
ETHIBetaShares Global Sustainability Leaders ETF
7.64 M USD0.28%
BetaShares Holdings Pty Ltd.
Passive
Total market
0.49%2.71 B USD16.51 AUD+0.36%0.59+38.27%
EDETBNP PARIBAS EASY SICAV - EUR Overnight -UCITS ETF- Distribution
7.35 M USD0.33%
BNP Paribas SA
Passive
Total market
0.05%5.79 M USD10.2380 EUR+0.01%0.00—
CASHEBNP PARIBAS EASY SICAV - EUR Overnight -UCITS ETF- Capitalisation
7.35 M USD0.33%
BNP Paribas SA
Passive
Total market
0.05%841.72 M USD10.3060 EUR+0.03%2.21—
FNCLFidelity MSCI Financials Index ETF
7.34 M USD0.31%
FMR LLC
Passive
Financials
0.08%2.38 B USD80.89 USD−0.31%0.79+74.77%
DFAUDimensional US Core Equity Market ETF
6.94 M USD0.05%
Dimensional Holdings, Inc.
Active
Total market
0.12%12.81 B USD52.37 USD−0.53%1.56+72.15%
ONEQFidelity Nasdaq Composite Index ETF
6.53 M USD0.06%
FMR LLC
Passive
Total market
0.21%10.77 B USD102.87 USD−0.63%1.05+93.38%
ESGVVanguard ESG U.S. Stock ETF
6.3 M USD0.05%
The Vanguard Group, Inc.
Passive
Total market
0.09%13.37 B USD134.19 USD−0.60%1.59+76.63%
XD9UXtrackers MSCI USA UCITS ETF6.27 M USD0.04%
Deutsche Bank AG
Passive
Total market
0.03%13.43 B USD226.78 USD+0.66%0.46+78.67%
XD9CXtrackers MSCI USA UCITS ETF 3C - CHF Hedged
6.27 M USD0.04%
Deutsche Bank AG
Passive
Total market
0.08%442.78 M USD165.56 CHF+0.41%0.01+56.26%
XD9DXtrackers MSCI USA UCITS ETF 1D
6.27 M USD0.04%
Deutsche Bank AG
Passive
Total market
0.03%349.4 M USD25.498 EUR+0.74%0.47+65.00%
XD9EXtrackers MSCI USA UCITS ETF
6.27 M USD0.04%
Deutsche Bank AG
Passive
Total market
0.08%772.99 M USD151.840 EUR+0.34%0.05+67.48%
NUMGNuveen ESG Mid-Cap Growth ETF
5.91 M USD1.72%
TIAA Board of Governors
Passive
Mid cap
0.31%352.62 M USD45.25 USD−1.11%1.02+18.80%
SWWDState Street SPDR MSCI World UCITS ETF - USD
5.85 M USD0.03%
State Street Corp.
Passive
Total market
0.12%131.48 M USD10.1775 USD+0.30%0.00—
SPPWState Street SPDR MSCI World UCITS ETF Accum Shs USD
5.85 M USD0.03%
State Street Corp.
Passive
Total market
0.12%20.71 B USD46.242 EUR+0.74%0.26+60.83%
SPFHState Street SPDR MSCI World UCITS ETF Shs -Hedged- EUR
5.85 M USD0.03%
State Street Corp.
Passive
Total market
0.17%996.22 M USD16.2000 EUR+0.34%0.06+28.87%
SPP1SSGA SPDR ETFs Europe I PLC - State Street SPDR MSCI All Country World UCITS ETF AccumHedged EUR
5.8 M USD0.03%
State Street Corp.
Passive
Total market
0.17%2.05 B USD26.855 EUR+0.41%0.95+65.30%
SPYYState Street SPDR MSCI All Country World UCITS ETF Accum Shs USD
5.8 M USD0.03%
State Street Corp.
Passive
Total market
0.12%19.3 B USD282.75 EUR+0.55%0.32+62.53%
SPP2SSGA SPDR ETFs Europe I PLC - State Street SPDR MSCI All Country World UCITS ETF AccumHedged USD
5.8 M USD0.03%
State Street Corp.
Passive
Total market
0.17%110.41 M USD34.085 USD+0.37%0.02+75.86%
MWOEAmundi Core MSCI World UCITS ETF -DR- USD
5.75 M USD0.03%
SAS Rue la Boétie
Passive
Total market
0.13%1.89 B USD15.8700 EUR+0.64%0.24+21.06%
MWHEAmundi Core MSCI World UCITS ETF AccumHedged EUR
5.75 M USD0.03%
SAS Rue la Boétie
Passive
Total market
0.15%84.24 M USD11.4470 EUR+0.39%0.09—
MWRDAmundi Core MSCI World UCITS ETF Accum USD
5.75 M USD0.03%
SAS Rue la Boétie
Passive
Total market
0.13%17.03 B USD158.90 EUR+0.80%0.44+72.19%
IWFQiShares Edge MSCI World Quality Factor UCITS ETF5.64 M USD0.09%
BlackRock, Inc.
Passive
Total market
0.26%6.27 B USD6,566 GBX+0.51%0.75+49.56%
WRDGUBS (Irl) ETF PLC - UBS Core MSCI World UCITS ETF A- Hedged GBP5.59 M USD0.03%
UBS Group AG
Passive
Total market
0.09%130.36 M USD444.90 GBX+0.33%0.00+33.38%
WDGAUBS (Irl) ETF PLC - UBS Core MSCI World UCITS ETF Accum A Hedged GBP5.59 M USD0.03%
UBS Group AG
Passive
Total market
0.09%208.56 M USD3,665.8 GBX−0.34%0.01—
WRDUSY.USDUBS Core MSCI World UCITS ETF Class -A- USD
5.59 M USD0.03%
UBS Group AG
Passive
Total market
0.06%2.31 B USD123.36 USD−0.39%0.20+73.99%
WORLDUBS Core MSCI World UCITS ETF Accum A Hedge CHF
5.59 M USD0.03%
UBS Group AG
Passive
Total market
0.09%1.31 B USD3.8150 CHF+0.22%0.30+24.07%
UETWUBS Core MSCI World UCITS ETF Accum Shs -A- USD
5.59 M USD0.03%
UBS Group AG
Passive
Total market
0.06%12.52 B USD39.377 EUR+0.72%0.23+60.74%
HWDCHSBC MSCI WORLD UCITS ETF CHF
5.41 M USD0.03%
HSBC Holdings Plc
Passive
Total market
0.19%84.52 M USD38.150 CHF+0.39%0.22+24.88%
AGEDiShares Ageing Population UCITS ETF5.33 M USD0.57%
BlackRock, Inc.
Passive
Total market
0.44%944.25 M USD10.795 USD+0.37%0.06+65.10%
PFMNPICTON Market Neutral Equity Alternative Fund Trust Units
5.28 M USD0.26%
Picton Mahoney Asset Management
Active
Long/short
2.89%494.85 M USD16.16 CAD0.00%1.57+20.57%
AVMVAvantis U.S. Mid Cap Value ETF
5.25 M USD0.68%
American Century Cos., Inc.
Active
Mid cap
0.20%781.49 M USD79.52 USD−0.53%1.02+24.43%
XZW0Xtrackers MSCI World ESG UCITS ETF Accum Shs -1C- USD
5.04 M USD0.07%
Deutsche Bank AG
Passive
Theme
0.22%6.07 B USD48.800 EUR+0.67%0.60+59.15%
XZWDXtrackers MSCI World ESG UCITS ETF Shs -1D- USD
5.04 M USD0.07%
Deutsche Bank AG
Passive
Theme
0.22%20.8 M USD9.856 EUR+0.65%1.33+18.84%
XZWEXtrackers MSCI World ESG UCITS ETF Accum Shs -2C- Hedged EUR
5.04 M USD0.07%
Deutsche Bank AG
Passive
Theme
0.27%1.29 B USD89.26 EUR+0.36%1.37+62.82%
PBUSInvesco MSCI USA ETF
4.89 M USD0.04%
Invesco Ltd.
Passive
Total market
0.04%11.6 B USD76.03 USD−0.56%1.93+76.92%
VONEVanguard Russell 1000 ETF
4.83 M USD0.04%
The Vanguard Group, Inc.
Passive
Large cap
0.06%8.65 B USD342.72 USD−0.62%0.61+75.32%
QUALVanEck MSCI International Quality ETF
4.61 M USD0.07%
Van Eck Associates Corp.
Passive
Total market
0.40%6.32 B USD60.34 AUD+0.10%0.31+44.25%
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