Lpl Financial LLC Incresed Positions in Q3 2025

Lpl Financial LLC

  • $320 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
1.08M
+ 22.91%
$25.28 - $25.63 $27.2M - $27.6M
5.77M $148M
VPU
Vanguard Utilities ETF

ETFs
97.8K
+ 13.31%
$175.25 - $189.41 $17.1M - $18.5M
833K $158M
OMC
Omnicom Group Inc.

Communication Services
312K
+ 116.64%
$70.41 - $81.53 $22M - $25.4M
579K $47.2M
XSMO
Invesco S&P Smallcap Momentum

ETFs
239K
+ 12.83%
$67.1 - $74.29 $16.1M - $17.8M
2.1M $155M
STX
Seagate Technology Holdings PLC

Technology
27.4K
+ 11.83%
$142.01 - $236.06 $3.89M - $6.46M
259K $61.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
32.7K
+ 3.77%
$276.51 - $305.12 $9.04M - $9.98M
900K $268M
FVD
First Tr Value Line Divid Inde

ETFs
6.76K
+ 0.04%
$44.73 - $46.86 $302K - $317K
17.7M $818M
ETN
Eaton Corp PLC

Industrials
40.9K
+ 6.2%
$342.99 - $392.76 $14M - $16.1M
701K $262M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
27.2K
+ 5.17%
$284.45 - $324.95 $7.73M - $8.83M
553K $177M
BLOK
Amplify ETF Tr Trnsformational

ETFs
293K
+ 43.01%
$56.05 - $67.13 $16.4M - $19.7M
975K $65.3M
AVUS
American Centy ETF Tr Avantis

ETFs
80.7K
+ 3.62%
$101.2 - $109.16 $8.17M - $8.81M
2.31M $251M
LYB
Lyondell Basell Industries N.V.

Basic Materials
619K
+ 132.66%
$48.34 - $67.22 $29.9M - $41.6M
1.09M $53.3M
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.23M
+ 94.99%
$19.87 - $20.65 $24.4M - $25.3M
2.52M $51.7M
TFC
Truist Financial Corp

Financial Services
299K
+ 6.81%
$42.83 - $47.07 $12.8M - $14.1M
4.69M $214M
WFC
Wells Fargo & Company

Financial Services
192K
+ 7.53%
$77.05 - $85.16 $14.8M - $16.3M
2.74M $230M
AVLV
American Centy ETF Tr Avantis
216K
+ 9.15%
$68.33 - $72.69 $14.8M - $15.7M
2.58M $186M
XEL
Xcel Energy Inc

Utilities
54.4K
+ 3.29%
$67.56 - $80.65 $3.67M - $4.39M
1.71M $138M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
633K
+ 14.46%
$37.14 - $37.85 $23.5M - $24M
5.01M $189M
RING
Ishares Inc Msci Global Gold M

ETFs
120K
+ 14.53%
$42.96 - $64.71 $5.16M - $7.77M
946K $61.2M
MET
Metlife Inc

Financial Services
283K
+ 36.37%
$73.82 - $82.37 $20.9M - $23.3M
1.06M $87.5M
INCY
Incyte Corp

Healthcare
286K
+ 1142.35%
$67.27 - $86.96 $19.2M - $24.8M
311K $26.3M
MP
Mp Materials Corp.

Basic Materials
289K
+ 185.45%
$30.03 - $77.13 $8.68M - $22.3M
445K $29.8M
INMU
Blackrock ETF Tr Ii Intermedia
1.02M
+ 312.43%
$23.29 - $23.97 $23.8M - $24.5M
1.35M $32.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
274K
+ 6.23%
$43.65 - $46.42 $11.9M - $12.7M
4.67M $217M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
236K
+ 6.14%
$100.16 - $100.7 $23.6M - $23.7M
4.07M $410M
LHX
L3 Harris Technologies, Inc.

Industrials
31.4K
+ 11.72%
$252.18 - $305.41 $7.92M - $9.59M
299K $91.4M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
220K
+ 8.13%
$42.88 - $49.1 $9.43M - $10.8M
2.93M $141M
ITW
Illinois Tool Works Inc

Industrials
64.5K
+ 11.97%
$252.31 - $269.41 $16.3M - $17.4M
604K $157M
CVS
Cvs Health Corp

Healthcare
218K
+ 18.28%
$58.75 - $76.5 $12.8M - $16.7M
1.41M $106M
BOND
Pimco Active Bond Exchange Tra

ETFs
232K
+ 11.16%
$90.83 - $93.81 $21.1M - $21.7M
2.31M $215M
PHM
Pultegroup Inc

Consumer Cyclical
126K
+ 45.86%
$108.0 - $141.42 $13.6M - $17.8M
400K $52.9M
FTHI
First Trust Exchange Traded Fd

ETFs
749K
+ 11.03%
$22.76 - $23.92 $17.1M - $17.9M
7.54M $179M
OWL
Blue Owl Capital Inc.

Financial Services
1.41M
+ 999.37%
$16.93 - $20.8 $23.9M - $29.4M
1.55M $26.3M
PFFA
Etfis Ser Tr I

ETFs
982K
+ 40.06%
$20.94 - $22.43 $20.6M - $22M
3.43M $74.6M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
30.7K
+ 0.67%
$54.9 - $59.81 $1.69M - $1.84M
4.62M $275M
GTO
Invesco Actively Managed ETF T

ETFs
437K
+ 10.8%
$46.43 - $47.91 $20.3M - $20.9M
4.48M $213M
SOFI
So Fi Technologies, Inc.

Financial Services
215K
+ 10.1%
$17.64 - $29.81 $3.79M - $6.41M
2.35M $62M
FLMI
Franklin Dynamic Municipal Bon

ETFs
875K
+ 30.2%
$23.96 - $24.81 $21M - $21.7M
3.77M $93.4M
VGSH
Vanguard

ETFs
389K
+ 16.71%
$58.43 - $58.88 $22.7M - $22.9M
2.72M $160M
FDN
First Tr Fd Dow Jones

ETFs
54.4K
+ 7.35%
$264.06 - $287.34 $14.4M - $15.6M
794K $222M
CWB
Spdr Bloomberg Convertible Sec

ETFs
128K
+ 9.07%
$82.29 - $90.77 $10.6M - $11.6M
1.54M $140M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
415K
+ 19.29%
$52.39 - $53.11 $21.7M - $22M
2.56M $136M
DASH
Door Dash, Inc.

Communication Services
68.8K
+ 48.16%
$234.5 - $272.5 $16.1M - $18.8M
212K $57.6M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
217K
+ 22.55%
$68.27 - $75.58 $14.8M - $16.4M
1.18M $87.8M
WDC
Western Digital Corp

Technology
113K
+ 74.26%
$63.84 - $120.06 $7.19M - $13.5M
264K $31.7M
CRDO
Credo Technology Group Holding LTD

Technology
50.2K
+ 18.19%
$87.59 - $172.31 $4.4M - $8.66M
326K $47.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
213K
+ 16.56%
$96.22 - $98.19 $20.5M - $21M
1.5M $147M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
103K
+ 22.08%
$67.16 - $93.48 $6.95M - $9.67M
572K $53.3M
VXF
Vanguard Extended Market ETF

ETFs
25.5K
+ 2.58%
$193.58 - $213.07 $4.93M - $5.43M
1.01M $212M
Activity Summary
Buys All Purchases 3927 New Holdings 402 Increased Positions 3525 Sells All Sells 1569 Reductions 1569 Sold out 0 Options Calls 83 Puts 114
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