LPL Financial
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LPL Financial’s Spectral AI MDAI Stock Holding History

LPL Financial’s Portfolio MDAI Stock Details MDAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$272K Buy
163,801
+3,100
+2% +$5.08K ﹤0.01% 5613
2026
Q2 		$278K Buy
+160,701
New +$317K ﹤0.01% 5511

Other funds holding MDAI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Rathbones Group
Rathbones Group Liverpool, United Kingdom $28B AUM 17.3% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

LPL Financial's MDAI Position: Q3 2026 in Review

LPL Financial increased its Spectral AI (MDAI) stake by 1.9% in Q3 2026, buying an estimated $5.08K and bringing the position to 163,801 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #5613.

LPL Financial first reported a position in MDAI in Q2 2026 and has held it in 2 quarters since. The position peaked at $278K in Q2 2026. 23 funds tracked by Wall St. Rank hold MDAI as of Q3 2026.

  • LPL Financial held 163,801 shares of Spectral AI worth $272K as of Q3 2026.
  • LPL Financial bought 3,100 Spectral AI shares in Q3 2026, an estimated $5.08K.
  • Spectral AI made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5613 holding.
  • LPL Financial first reported a position in Spectral AI in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's Spectral AI position peaked at $278K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Spectral AI as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.