Financial Services » Investing & Securities | LPL Financial Holdings Inc.

LPL Financial Holdings Inc. | Mutual Funds

Mutual Funds that own LPL Financial Holdings Inc.

Name
Shares Held
% Shares Out
Change In Shares
% of Assets
As of Date
Janus Enterprise Fund
4,353,951
4.94%
0
1.5%
06/30/2018
FPA Crescent Fund
3,521,869
4%
-313,111
1.26%
03/31/2018
Janus Triton Fund
2,643,467
3%
0
1.5%
06/30/2018
Vanguard Small Cap Index Fund
2,130,187
2.42%
27,883
0.14%
07/31/2018
Vanguard Total Stock Market Index Fund
2,127,885
2.42%
2,254
0.02%
07/31/2018
Invesco Small Cap Value Fund
1,445,019
1.64%
-88,200
3.94%
06/29/2018
Vanguard Small Cap Value Index Fund
1,338,568
1.52%
14,346
0.27%
07/31/2018
Government Pension Fund - Global (The)
1,277,811
1.45%
59,004
0.01%
12/31/2017
Vanguard Extended Market Index Fund
1,182,347
1.34%
23,917
0.11%
07/31/2018
Vanguard Equity Income Fund
974,244
1.11%
51,162
0.2%
06/30/2018

About LPL Financial Holdings

View Profile
Address
75 State Street
Boston Massachusetts 02109
United States
Employees -
Website http://www.lpl.com
Updated 07/08/2019
LPL Financial Holdings, Inc. engages in the provision of technology, brokerage, and investment advisory services. It provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors in financial institutions. The company was founded in 1989 and is headquartered in Boston, MA.

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