LPLA

Selling starting

LPL FINANCIAL HOLDINGS INC COMMON STOCK · Financials

Oct 23, 2026 · Held by 4 equity funds across 2 families · institutional blended weight 0.034% · ~$98M est. exposure

Institutional blended weight over time

AUM-weighted weight of LPLA across all stock-picking funds, last 30 trading sessions.

2026-09-110.034% → 0.034%2026-10-23

Day

-0.000%

Week

-0.001%

Month

+0.002%

Change in blended weight over each window. Bought over the month/week but being sold today — distribution may be starting.

Fund	Provider	Shares	Weight	Δ vs Thu Oct 22
AVMV	Avantis	15,806	0.615% ~$5.0M	-0.000%
AVLV	Avantis	238,338	0.333% ~$76M	+0.001%
FTLS	First Trust	9,731	0.166% ~$3.1M	-0.000%
AVUS	Avantis	43,532	0.094% ~$14M	+0.000%

The fund data above is end-of-day. This is what traders are doing with LPLA right now.

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