LPL Financial’s Biote Corp BTMD Stock Holding History

LPL Financial’s Portfolio BTMD Stock Details BTMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,300	Closed	-$32K	–	5996
2025 Q4	$32K	Buy	+12,300	New	+$33.6K	﹤0.01%	5758

Other funds holding BTMD

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's BTMD Position: Q1 2026 in Review

LPL Financial sold out of Biote Corp (BTMD) in Q1 2026, closing a stake of 12,300 shares — an estimated $32K sold.

LPL Financial first reported a position in BTMD in Q4 2025 and held it in 1 quarter. The position peaked at $32K in Q4 2025. 84 funds tracked by Wall St. Rank hold BTMD as of Q1 2026.

LPL Financial reported no remaining Biote Corp position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 12,300 Biote Corp shares in Q1 2026, an estimated $32K.
LPL Financial first reported a position in Biote Corp in Q4 2025 and held it in 1 quarter.
LPL Financial's Biote Corp position peaked at $32K in Q4 2025.
84 funds tracked by Wall St. Rank held Biote Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.