Vident Advisory’s LPL Financial LPLA Stock Holding History

Vident Advisory’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	3,865 -248	-6%	-$74.4K	0.01%	932
2026 Q1	$1.24M	Buy	4,113 +1,047	+34%	+$351K	0.01%	784
2025 Q4	$1.1M	Buy	3,066 +560	+22%	+$198K	0.01%	770
2025 Q3	$834K	Buy	2,506 +97	+4%	+$35.2K	0.01%	916
2025 Q2	$903K	Sell	2,409 -341	-12%	-$119K	0.01%	785
2025 Q1	$900K	Sell	2,750 -776	-22%	-$270K	0.01%	765
2024 Q4	$1.15M	Buy	3,526 +1,294	+58%	+$383K	0.02%	591
2024 Q3	$519K	Sell	2,232 -749	-25%	-$169K	0.01%	899
2024 Q2	$833K	Sell	2,981 -243	-8%	-$66K	0.02%	666
2024 Q1	$852K	Sell	3,224 -10,766	-77%	-$2.72M	0.02%	633
2023 Q4	$3.18M	Buy	13,990 +1,724	+14%	+$388K	0.08%	270
2023 Q3	$2.92M	Buy	+12,266	New	+$2.85M	0.09%	233

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vident Advisory's LPLA Position: Q2 2026 in Review

Vident Advisory reduced its LPL Financial (LPLA) stake by 6% in Q2 2026, selling an estimated $74.4K and leaving 3,865 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #932.

Vident Advisory first reported a position in LPLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Vident Advisory held 3,865 shares of LPL Financial worth $1.09M as of Q2 2026.
Vident Advisory sold 248 LPL Financial shares in Q2 2026, an estimated $74.4K.
LPL Financial made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #932 holding.
Vident Advisory first reported a position in LPL Financial in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's LPL Financial position peaked at $3.18M in Q4 2023.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.