$LPLA is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 4.13%, with an average of 0.35% of portfolio. Largest holder: Winmill & Co. Inc. at 4.13%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
LPL FINL HLDGS INC
13F holders
750
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
1trades
Convergence
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Institutional holders
Top 10 of 750 · Source: 13F-HR01
Generation Investment Management LLP
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02
Hall Capital Management Co. Inc.
—
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03
Harvey Partners, LLC
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04
Al Warda Investments RSC Ltd
—
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05
Second Line Capital, LLC
—
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06
Keating Investment Counselors Inc.
—
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07
Thomas H Lee Partners LP
—
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08
Evergreen Capital Management LLC
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09
Immersion Corp.
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10
Nbc Securities, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
Winmill & Co. Inc.
4.13% ↓ 0.5pp
α +11.8pts
02
D L Carlson Investment Group Inc.
0.24% NEW
α +17.7pts
03
Fulton Bank, N.a.
0.05% held
α +23.8pts
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.04% held
α +27.5pts
05
Quarry LP
0.02% held
α +10.6pts
06
Citigroup Inc.
0.02% held
α +26.3pts
07
Principal Securities, Inc.
0.01% held
α +21.3pts
08
WINTON GROUP Ltd
0.01% held
α +27.0pts
09
Wellington Management Group LLP
0.01% held
α +10.5pts
10
Erste Asset Management GmbH
0.00% held
α +33.4pts
11
CV Advisors LLC
0.00% held
α +29.1pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
13
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
14
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
45 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
5 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $LPLA lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $LPLA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:19 UTC.