LPL Financial
MITT

LPL Financial’s TPG Mortgage Investment Trust MITT Stock Holding History

LPL Financial’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$315K Buy
43,137
+576
+1% +$4.76K ﹤0.01% 5158
2025
Q4 		$363K Buy
42,561
+3,068
+8% +$24.1K ﹤0.01% 4997
2025
Q3 		$286K Buy
39,493
+10,320
+35% +$78.4K ﹤0.01% 5080
2025
Q2 		$220K Buy
29,173
+6,132
+27% +$42.4K ﹤0.01% 5015
2025
Q1 		$168K Buy
23,041
+12,532
+119% +$89K ﹤0.01% 4914
2024
Q4 		$69.9K Buy
+10,509
New +$74.4K ﹤0.01% 5063
2024
Q3 		– Sell
-10,554
Closed -$70.1K – 5250
2024
Q2 		$70.1K Buy
+10,554
New +$67.3K ﹤0.01% 4796

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

LPL Financial's MITT Position: Q1 2026 in Review

LPL Financial increased its TPG Mortgage Investment Trust (MITT) stake by 1.4% in Q1 2026, buying an estimated $4.76K and bringing the position to 43,137 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #5158.

LPL Financial first reported a position in MITT in Q2 2024 and has held it in 7 quarters since. The position peaked at $363K in Q4 2025. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • LPL Financial held 43,137 shares of TPG Mortgage Investment Trust worth $315K as of Q1 2026.
  • LPL Financial bought 576 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $4.76K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5158 holding.
  • LPL Financial first reported a position in TPG Mortgage Investment Trust in Q2 2024 and has held it in 7 quarters since.
  • LPL Financial's TPG Mortgage Investment Trust position peaked at $363K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

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