US50212YAH71 - LPL Holdings, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 1 total, 1 long only, 0 short only, 0 long/short - change of −3,42% MRQ
Genomsnittlig portföljallokering 0.0718 % - change of −16,01% MRQ
Institutionella aktier (lång) 323 000 (ex 13D/G) - change of −0,56MM shares −63,50% MRQ
Institutionellt värde (lång) $ 344 USD ($1000)
Institutionellt ägande och aktieägare

LPL Holdings, Inc. (US:US50212YAH71) har 1 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 323,000 aktier. Största aktieägare inkluderar MXSDX - Great-West Short Duration Bond Fund Investor Class .

LPL Holdings, Inc. (US50212YAH71) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US50212YAH71 / LPL Holdings, Inc. - 6.75% 2028-11-17 Institutional Ownership
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-27 NP VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 851 −56,10
2025-07-28 NP PFIG - Invesco Fundamental Investment Grade Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37 0,00
2025-05-29 NP OAKBX - Oakmark Equity and Income Fund Investor Class 15 039 0,66
2025-06-24 NP MCSAX - MFS Commodity Strategy Fund A 874 0,81
2025-07-25 NP IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 924 8,64
2025-08-29 NP BOND - PIMCO Active Bond Exchange-Traded Fund 5 334 0,89
2025-08-29 NP QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 81 1,25
2025-06-30 NP VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 578 −4,29
2025-07-29 NP VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 292
2025-07-29 NP BSCS - Invesco BulletShares 2028 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 634 0,39
2025-07-29 NP VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 459 −23,48
2025-08-14 NP BCOIX - Baird Core Plus Bond Fund Institutional 8 239 0,87
2025-06-26 NP MCBKX - MFS Core Bond Fund R4 12 0,00
2025-08-27 NP JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 779 −2,51
2025-05-29 NP OAYCX - Oakmark Bond Fund Advisor Class 529 0,57
2025-07-25 NP LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 885 169,22
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 732 0,83
2025-08-22 NP PPIAX - DWS Short Duration Fund Class A 3 882 0,88
2025-07-29 NP TSDLX - T. Rowe Price Short Duration Income Fund 48 0,00
2025-08-28 NP LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 155 −2,53
2025-06-24 NP PINCX - PUTNAM INCOME FUND Class A Shares 909 0,78
2025-06-26 NP MRBFX - MFS Total Return Bond Fund A 6 439 0,78
2025-06-26 NP IBDT - iShares iBonds Dec 2028 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 506 6,63
2025-08-27 NP VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 612 4,60
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 17 6,25
2025-06-26 NP ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 330 20,07
2025-07-29 NP PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 412 0,21
2025-06-26 NP DFSD - Dimensional Short-Duration Fixed Income ETF 17 538 2,66
2025-08-29 NP FXICX - Fixed Income SHares: Series C Series C 6 081 0,90
2025-06-25 NP TGMBX - PGIM CORPORATE BOND FUND Class Z 32 0,00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 448 0,90
2025-08-29 NP JABAX - Janus Henderson Balanced Fund Class T 32 079 0,88
2025-06-26 NP BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 585 0,86
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 255 0,79
2025-08-27 NP PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3 382 0,87
2025-06-24 NP PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares 562 0,72
2025-06-24 NP Mfs Intermediate Income Trust 1 528 0,79
2025-08-14 NP BIMIX - Baird Intermediate Bond Fund Institutional 4 603 0,90
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 358 −4,53
2025-06-26 NP MQLIX - MFS Limited Maturity Fund I 3 958 0,79
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213
2025-06-24 NP PGGIX - PUTNAM GLOBAL INCOME TRUST Class C Shares 136 0,74
2025-08-28 NP SPBO - SPDR Portfolio Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 373 120,71
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 97 0,00
2025-08-11 NP Six Circles Trust - Six Circles Global Bond Fund 458 −0,22
2025-08-29 NP JABLX - Janus Henderson Balanced Portfolio Service Shares 11 129 0,87
2025-06-26 NP SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 606 −3,04
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 401 −8,03
2025-08-27 NP VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 049 0,87
2025-08-26 NP QAAGWX - T. Rowe Price Limited-Term Bond Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 96 1,06
2025-06-30 NP VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares 458
2025-06-25 NP BKAG - BNY Mellon Core Bond ETF 53 1,92
2025-06-26 NP MFBFX - MFS Corporate Bond Fund A 3 547 0,80
2025-06-30 NP VGCAX - Vanguard Global Credit Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 457 0,88
2025-07-25 NP SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 106 0,95
2025-08-26 NP ILUAX - Voya U.S. Bond Index Portfolio Class ADV 47 0,00
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 402 1,01
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 640 0,95
2025-08-25 NP SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 187 0,54
2025-08-26 NP LLAAX - Western Asset Long Credit VIT Class I 245 0,82
2025-08-21 NP MXSDX - Great-West Short Duration Bond Fund Investor Class 323 000 −17,18 344 −16,50
2025-08-27 NP PBSMX - PGIM SHORT-TERM CORPORATE BOND FUND Class A 42 300 0,86
2025-07-25 NP SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207 −21,59
2025-08-26 NP SIGAX - Western Asset Corporate Bond Fund Class A 384 1,05
2025-07-25 NP IGEB - iShares Edge Investment Grade Enhanced Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 148 −46,31
2025-08-25 NP VVBVX - Venerable Strategic Bond Fund Class V 2 912 0,87
2025-08-28 NP SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213 0,95
2025-08-27 NP VMSAX - Vanguard Multi-Sector Income Bond Fund Admiral Shares 149 0,68
2025-06-20 NP BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 90 42,86
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 23 0,00
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 195 1,04
2025-07-24 NP FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85 0,00
2025-07-25 NP AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 811 0,44
2025-07-25 NP USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 759 94,12
2025-08-14 NP BAGIX - Baird Aggregate Bond Fund Institutional 38 426 0,88
2025-08-18 NP PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 576 0,88
2025-07-30 NP UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 49 0,00
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 44 0,00
2025-06-18 NP Putnam ETF Trust - Putnam ESG Core Bond ETF - 418 0,72
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 2 366 0,90
2025-06-24 NP SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213 0,95
2025-06-27 NP SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 79 −7,14
2025-07-24 NP FNSOX - Fidelity Short-Term Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 627 0,32
2025-07-24 NP LLDYX - Lord Abbett Short Duration Income Fund Class I 65 332 30,01
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 203 1,00
2025-08-25 NP SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213 0,95
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213 0,95
2025-06-24 NP PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 424 0,95
2025-07-24 NP FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 062 0,47
2025-07-25 NP EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64 0,00
2025-07-29 NP STBAX - INVESCO Short Term Bond Fund Class A 1 151 −4,56
2025-07-30 NP SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 5 0,00
2025-08-22 NP Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 32 0,00
2025-08-26 NP MSFRX - MFS Total Return Fund A 1 283 −4,68
2025-08-28 NP TBIIX - TIAA-CREF Bond Index Fund Institutional Class 533 0,95
2025-06-18 NP PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 319 0,63
2025-05-29 NP BIBTX - Sterling Capital Total Return Bond Fund Institutional Class 2 048 −40,75
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 71 1,43
2025-06-26 NP NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 0,00
2025-09-02 NP NTIIX - Navigator Tactical Investment Grade Bond Fund Class I 743 0,00
2025-07-25 NP GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159 7,43
2025-06-25 NP SDMAX - PGIM Short Duration Multi-Sector Bond Fund Class A 1 818 0,83
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 640 0,95
2025-07-30 NP FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 345 0,58
2025-07-24 NP LDCAX - Lord Abbett Short Duration Core Bond Fund Class A 480 0,42
2025-07-24 NP FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 0,00
2025-05-19 NP MCFQX - Mercer Core Fixed Income Fund Class I 317 0,63
2025-08-27 NP WCPBX - Core Plus Income Fund - Institutional Class 3 201 0,88
2025-07-25 NP SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159 0,63
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 1 245 0,89
2025-07-29 NP VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 138 0,73
2025-06-27 NP NISRX - American Beacon NIS Core Plus Bond Fund R6 Class 27 0,00
2025-06-30 NP GTOS - Invesco Short Duration Bond ETF 11 0,00
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