LPL Financial
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LPL Financial’s Clear Secure YOU Stock Holding History

LPL Financial’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.78M Buy
57,476
+18,305
+47% +$729K ﹤0.01% 3198
2025
Q4 		$1.37M Sell
39,171
-5,608
-13% -$191K ﹤0.01% 3752
2025
Q3 		$1.49M Buy
44,779
+14,729
+49% +$488K ﹤0.01% 3605
2025
Q2 		$834K Buy
30,050
+3,308
+12% +$84.3K ﹤0.01% 3912
2025
Q1 		$693K Sell
26,742
-7,890
-23% -$196K ﹤0.01% 3861
2024
Q4 		$923K Sell
34,632
-894,130
-96% -$27M ﹤0.01% 3557
2024
Q3 		$30.8M Sell
928,762
-60,463
-6% -$1.56M 0.01% 828
2024
Q2 		$18.5M Buy
989,225
+12,566
+1% +$227K 0.01% 1004
2024
Q1 		$20.8M Buy
976,659
+59,161
+6% +$1.18M 0.01% 929
2023
Q4 		$18.9M Buy
917,498
+906,833
+8,503% +$17.6M 0.01% 909
2023
Q3 		$203K Buy
+10,665
New +$236K ﹤0.01% 4229
2023
Q2 		– Sell
-8,537
Closed -$223K – 4703
2023
Q1 		$223K Buy
+8,537
New +$242K ﹤0.01% 3959
2022
Q1 		– Sell
-20,820
Closed -$653K – 4403
2021
Q4 		$653K Sell
20,820
-3,611
-15% -$133K ﹤0.01% 3050
2021
Q3 		$1M Buy
+24,431
New +$1.14M ﹤0.01% 2609

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's YOU Position: Q1 2026 in Review

LPL Financial increased its Clear Secure (YOU) stake by 47% in Q1 2026, buying an estimated $729K and bringing the position to 57,476 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3198.

LPL Financial first reported a position in YOU in Q3 2021 and has held it in 14 quarters since. The position peaked at $30.8M in Q3 2024. 420 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

  • LPL Financial held 57,476 shares of Clear Secure worth $2.78M as of Q1 2026.
  • LPL Financial bought 18,305 Clear Secure shares in Q1 2026, an estimated $729K.
  • Clear Secure made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3198 holding.
  • LPL Financial first reported a position in Clear Secure in Q3 2021 and has held it in 14 quarters since.
  • LPL Financial's Clear Secure position peaked at $30.8M in Q3 2024.
  • 420 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

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