This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LPLA/capital-change-brief"
Use Arkolith's capital_change_brief for LPLA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.5B | 5.0M | ▼−0.3% Reduced · −15K sh | Q1 2026 | |
| 2 | DODGE & COX | $1.2B | 4.1M | ▲+5.0% Added · +198K sh | Q1 2026 | |
| 3 | Boston Partners | $1.2B | 4.1M | ▲+16% Added · +581K sh | Q1 2026 | |
| 4 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.2B | 3.9M | ▲+4.0% Added · +150K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $1.1B | 3.7M | ▲+8.6% Added · +289K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $793.2M | 2.6M | ▲+36% Added · +702K sh | Q1 2026 | |
| 9 | SAMLYN CAPITAL, LLC | $698.9M | 2.3M | ▲+47% Added · +744K sh | Q1 2026 | |
| 10 | LONE PINE CAPITAL LLC | $616.7M | 2.0M | ▼−1.2% Reduced · −25K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $560.5M | 1.9M | ▲+1.1% Added · +20K sh | Q1 2026 | |
| 12 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $505.4M | 1.7M | ▼−27% Reduced · −618K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $478.5M | 1.6M | ▲+2.6% Added · +40K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $561.5M | 1.6M | ▲+31% Added · +373K sh | Q1 2026 | |
| 15 | FMR LLC | $390.4M | 1.3M | ▲+95% Added · +633K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $386.2M | 1.3M | ▼−27% Reduced · −480K sh | Q1 2026 | |
| 17 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $328.9M | 1.1M | ▼−13% Reduced · −168K sh | Q1 2026 | |
| 18 | NORGES BANK | $371.6M | 1.0M | ▼−3.0% Reduced · −32K sh | Q4 2025 | |
| 19 | SurgoCap Partners LP | $307.1M | 1.0M | ▲+2.6% Added · +26K sh | Q1 2026 | |
| 20 | VAN ECK ASSOCIATES CORP | Withheld | 1.0M | ▲+103% Added · +509K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $277.8M | 923K | ▲+159% Added · +567K sh | Q1 2026 | |
| 22 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | $268.6M | 893K | ▲+14% Added · +110K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $267.8M | 890K | ▲+192% Added · +586K sh | Q1 2026 | |
| 24 | WESTFIELD CAPITAL MANAGEMENT CO LP | $265.2M | 882K | ▲+41% Added · +256K sh | Q1 2026 | |
| 25 | DIMENSIONAL FUND ADVISORS LP | $245.6M | 816K | ▲+3.5% Added · +28K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Jambusaria Aneri | Group Managing Director | Sell (S) | 308 | $94K |
| Jun 12, 2026 | Gates Greg | Group Managing Director | Tax withholding (F) | 232 | $69K |
| Jun 12, 2026 | Cohen Marc Eliot | Group Managing Director | Tax withholding (F) | 44 | $13K |
| Jun 4, 2026 | Thomas Corey E. | Director | Grant (A) | 7 | $0 |
| Jun 4, 2026 | Glavin William Francis Jr | Director | Grant (A) | 15 | $0 |
| Jun 4, 2026 | EBERHART PAULETT | Director | Grant (A) | 5 | $0 |
| Jun 4, 2026 | BERNARD EDWARD C | Director | Grant (A) | 4 | $0 |
| Jun 4, 2026 | Mnookin Allison | Director | Grant (A) | 3 | $0 |
| Jun 4, 2026 | Putnam James S | Director | Grant (A) | 10 | $0 |
| Jun 4, 2026 | SCHIFTER RICHARD P | Director | Grant (A) | 19 | $0 |
| May 15, 2026 | SCHIFTER RICHARD P | Director | Grant (A) | 712 | $0 |
| May 15, 2026 | SCHIFTER RICHARD P | Director | Grant (A) | 348 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 249 funds | $198.3B |
| NVIDIA CORPNVDA | 247 funds | $365.0B |
| META PLATFORMS INC-CLASS AMETA | 247 funds | $111.7B |
| MICROSOFT CORPMSFT | 246 funds | $259.3B |
| ALPHABET INC-CL AGOOGL | 244 funds | $165.9B |
| VISA INC-CLASS A SHARESV | 244 funds | $56.8B |
| APPLE INCAAPL | 239 funds | $272.3B |
| BROADCOM INCAVGO | 238 funds | $140.8B |
| JPMORGAN CHASE & COJPM | 238 funds | $65.7B |
| ALPHABET INC-CL CGOOG | 237 funds | $121.0B |
| HOME DEPOT INCHD | 235 funds | $27.3B |
| MERCK & CO. INC.MRK | 234 funds | $28.6B |
Ranked by how many of LPLA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LPLA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.