LPL Financial
DSP icon

LPL Financial’s Viant Technology DSP Stock Holding History

LPL Financial’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,554
Closed -$91.1K – 5922
2025
Q3 		$91.1K Buy
+10,554
New +$120K ﹤0.01% 5536
2025
Q1 		– Sell
-21,834
Closed -$415K – 5402
2024
Q4 		$415K Buy
21,834
+8,453
+63% +$132K ﹤0.01% 4256
2024
Q3 		$148K Buy
+13,381
New +$143K ﹤0.01% 4811
2021
Q2 		– Sell
-5,038
Closed -$266K – 4239
2021
Q1 		$266K Buy
+5,038
New +$259K ﹤0.01% 3564

Other funds holding DSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial's DSP Position: Q4 2025 in Review

LPL Financial sold out of Viant Technology (DSP) in Q4 2025, closing a stake of 10,554 shares — an estimated $91.1K sold.

LPL Financial first reported a position in DSP in Q1 2021 and held it in 4 quarters. The position peaked at $415K in Q4 2024. 112 funds tracked by Wall St. Rank hold DSP as of Q4 2025.

  • LPL Financial reported no remaining Viant Technology position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,554 Viant Technology shares in Q4 2025, an estimated $91.1K.
  • LPL Financial first reported a position in Viant Technology in Q1 2021 and held it in 4 quarters.
  • LPL Financial's Viant Technology position peaked at $415K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Viant Technology as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.