Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s LPL Financial LPLA Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Buy
+66,000
New +$19.8M 0.03% 458
2025
Q2 		– Sell
-25,000
Closed -$8.18M – 1172
2025
Q1 		$8.18M Buy
25,000
+20,874
+506% +$7.27M 0.02% 424
2024
Q4 		$1.35M Buy
+4,126
New +$1.22M ﹤0.01% 763
2023
Q3 		– Sell
-16,500
Closed -$3.59M – 1154
2023
Q2 		$3.59M Buy
16,500
+8,304
+101% +$1.66M 0.02% 465
2023
Q1 		$1.66M Sell
8,196
-59,584
-88% -$13.6M 0.01% 627
2022
Q4 		$14.7M Buy
67,780
+41,781
+161% +$9.77M 0.07% 212
2022
Q3 		$5.68M Buy
25,999
+19,499
+300% +$4.15M 0.03% 335
2022
Q2 		$1.2M Sell
6,500
-16,500
-72% -$3.13M 0.01% 902
2022
Q1 		$4.2M Buy
+23,000
New +$4.01M 0.01% 592
2021
Q3 		– Sell
-20,149
Closed -$2.72M – 1851
2021
Q2 		$2.72M Buy
+20,149
New +$2.93M 0.01% 890
2020
Q4 		– Sell
-37,055
Closed -$2.84M – 1548
2020
Q3 		$2.84M Buy
37,055
+20,000
+117% +$1.59M 0.02% 313
2020
Q2 		$1.34M Hold
17,055
– – 0.01% 407
2020
Q1 		$928K Hold
17,055
– – 0.01% 399
2019
Q4 		$1.57M Buy
+17,055
New +$1.46M 0.01% 600

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's LPLA Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in LPL Financial (LPLA) in Q2 2026: 66,000 shares worth $18.6M. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in LPLA as recently as Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in LPLA in Q4 2019 and has held it in 14 quarters since. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 66,000 shares of LPL Financial worth $18.6M as of Q2 2026.
  • LPL Financial was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q2 2026.
  • LPL Financial made up 0.03% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #458 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in LPL Financial in Q4 2019 and has held it in 14 quarters since.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.