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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vident Advisory's LPLA Position: Q1 2026 in Review

Vident Advisory increased its LPL Financial (LPLA) stake by 34% in Q1 2026, buying an estimated $351K and bringing the position to 4,113 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #784.

Vident Advisory first reported a position in LPLA in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.18M in Q4 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Vident Advisory held 4,113 shares of LPL Financial worth $1.24M as of Q1 2026.
Vident Advisory bought 1,047 LPL Financial shares in Q1 2026, an estimated $351K.
LPL Financial made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #784 holding.
Vident Advisory first reported a position in LPL Financial in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's LPL Financial position peaked at $3.18M in Q4 2023.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.