Who holds LPLALPL FINANCIAL HOLDINGS
28 funds on our shelf carry LPL FINANCIAL HOLDINGS — heaviest hand: IAI at 2.58% of its book.
| Fund | Weight | Fund assets | Shares held | |
|---|---|---|---|---|
| IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF | INDEX | 2.58% | $1.4B | 97,058 |
| MOATVanEck Morningstar Wide Moat ETF | INDEX | 2.43% | $11.2B | 892,319 |
| NUMGNuveen ESG Mid-Cap Growth ETF | 1.72% | $390M | 17,033 | |
| KCEState Street SPDR S&P Capital Markets ETF | INDEX | 1.58% | $523M | 23,544 |
| MOTGVanEck Morningstar Global Wide Moat ETF | INDEX | 0.86% | $18M | 493 |
| VOTVanguard Mid-Cap Growth Index Fund | INDEX | 0.66% | $13.8B | 614,446 |
| SMOTVanEck Morningstar SMID Moat ETF | INDEX | 0.60% | $310M | 5,962 |
| IYFiShares U.S. Financials ETF | INDEX | 0.40% | $4B | 49,100 |
| IYGiShares U.S. Financial Services ETF | INDEX | 0.35% | $2.1B | 24,162 |
| VFHVanguard Financials Index Fund | INDEX | 0.33% | $10.3B | 130,269 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | INDEX | 0.33% | $4.1B | 42,769 |
| NULGNuveen ESG Large-Cap Growth ETF | 0.30% | $1.5B | 24,347 | |
| VOVanguard Mid Cap Index Fund | INDEX | 0.28% | $68.1B | 1,730,075 |
| VXFVanguard Extended Market Index Fund | INDEX | 0.26% | $20.2B | 905,466 |
| IWPiShares Russell Mid-Cap Growth ETF | INDEX | 0.25% | $19.7B | 160,557 |
| SIZEiShares MSCI USA Size Factor ETF | INDEX | 0.21% | $427M | 2,856 |
| IWRiShares Russell Mid-Cap ETF | INDEX | 0.18% | $55.9B | 330,348 |
| IMCBiShares Morningstar Mid-Cap ETF | INDEX | 0.17% | $1.7B | 8,999 |
| IWSiShares Russell Mid-Cap Value ETF | INDEX | 0.16% | $15.1B | 77,113 |
| VUGVanguard Growth Index Fund | INDEX | 0.10% | $135.5B | 1,041,729 |
| USXFiShares ESG Advanced MSCI USA ETF | INDEX | 0.10% | $1.5B | 4,634 |
| GARPISHARES FACTORS US GROWTH STYLE ETF | INDEX | 0.08% | $3.3B | 8,921 |
| SHEState Street SPDR MSCI USA Gender Diversity ETF | INDEX | 0.07% | $334M | 793 |
| SUSLiShares ESG MSCI USA Leaders ETF | INDEX | 0.07% | $1.2B | 2,834 |
| ILCGiShares Morningstar Growth ETF | INDEX | 0.07% | $3.2B | 7,478 |
| IWFiShares Russell 1000 Growth ETF | INDEX | 0.03% | $129.2B | 107,137 |
| VONGVanguard Russell 1000 Growth ETF | INDEX | 0.03% | $21.3B | 46,351 |
| NXTISimplify Next Intangible Core Index ETF | 0.00% | — | 39 |
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