LPL Financial
CMPS

LPL Financial’s Compass Pathways CMPS Stock Holding History

LPL Financial’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Buy
109,568
+82,571
+306% +$838K ﹤0.01% 4021
2026
Q1 		$149K Buy
26,997
+13,051
+94% +$87.8K ﹤0.01% 5589
2025
Q4 		$96.2K Buy
13,946
+1,227
+10% +$7.48K ﹤0.01% 5602
2025
Q3 		$72.9K Buy
+12,719
New +$57.2K ﹤0.01% 5575
2024
Q4 		– Sell
-10,237
Closed -$64.5K – 5312
2024
Q3 		$64.5K Sell
10,237
-3,093
-23% -$21.8K ﹤0.01% 4963
2024
Q2 		$80.5K Sell
13,330
-658
-5% -$5.18K ﹤0.01% 4772
2024
Q1 		$116K Buy
13,988
+1,506
+12% +$15.2K ﹤0.01% 4648
2023
Q4 		$109K Sell
12,482
-198
-2% -$1.28K ﹤0.01% 4535
2023
Q3 		$93.8K Sell
12,680
-1,450
-10% -$12.8K ﹤0.01% 4436
2023
Q2 		$117K Buy
14,130
+566
+4% +$4.8K ﹤0.01% 4295
2023
Q1 		$135K Buy
13,564
+1,009
+8% +$9.29K ﹤0.01% 4147
2022
Q4 		$101K Buy
12,555
+200
+2% +$2.01K ﹤0.01% 4164
2022
Q3 		$133K Buy
12,355
+1,300
+12% +$19.5K ﹤0.01% 4051
2022
Q2 		$120K Buy
11,055
+782
+8% +$7.89K ﹤0.01% 4090
2022
Q1 		$132K Sell
10,273
-322
-3% -$4.8K ﹤0.01% 3931
2021
Q4 		$234K Buy
+10,595
New +$337K ﹤0.01% 3876

Other funds holding CMPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's CMPS Position: Q2 2026 in Review

LPL Financial increased its Compass Pathways (CMPS) stake by 306% in Q2 2026, buying an estimated $838K and bringing the position to 109,568 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4021.

LPL Financial first reported a position in CMPS in Q4 2021 and has held it in 16 quarters since. 94 funds tracked by Wall St. Rank hold CMPS as of Q2 2026.

  • LPL Financial held 109,568 shares of Compass Pathways worth $1.55M as of Q2 2026.
  • LPL Financial bought 82,571 Compass Pathways shares in Q2 2026, an estimated $838K.
  • Compass Pathways made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4021 holding.
  • LPL Financial first reported a position in Compass Pathways in Q4 2021 and has held it in 16 quarters since.
  • 94 funds tracked by Wall St. Rank held Compass Pathways as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.