Tracked funds
10Unique WSM-tracked managers; table rows may include common shares and optionsLPLA
Ticker case file
LPLA
LPL FINL HLDGS INC
$282.67+3.72%NMS
Politicians active
2Recent transactions disclosed via House Clerk / Senate eFD13F notional
$2.9B2026-03-31Top conviction
4.9%max % across any fund's portfolioThis page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.
13F filing
Funds holding this ticker
| Manager | 13F value | Conviction | Class | Option | Reported | SEC filing |
|---|---|---|---|---|---|---|
| Capital World InvestorsOther | $695.7M | 0.09% | SH | — | 2026-03-31 | SEC filing |
| Lone Pine Capital LLCOther | $616.7M | 4.9% | SH | — | 2026-03-31 | SEC filing |
| WCM Investment Management, LLCOther | $520.6M | 1.2% | SH | — | 2026-03-31 | SEC filing |
| FMR LLCOther | $390.4M | 0.02% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $277.8M | 0.04% | SH | — | 2026-03-31 | SEC filing |
| Millennium Management LLCOther | $267.8M | 0.11% | SH | — | 2026-03-31 | SEC filing |
| Jennison Associates LLCOther | $40.7M | 0.03% | SH | — | 2026-03-31 | SEC filing |
| Renaissance Technologies LLCOther | $36.3M | 0.06% | SH | — | 2026-03-31 | SEC filing |
| Point72 Asset Management, L.P.Other | $15.2M | 0.02% | SH | — | 2026-03-31 | SEC filing |
| Citadel Advisors LLCHedge | $8.1M | 0.00% | SH | PUT | 2026-03-31 | SEC filing |
| Citadel Advisors LLCOther | $7.2M | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
| Millennium Management LLCOther | $2.2M | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
| Millennium Management LLCHedge | $1.9M | 0.00% | SH | PUT | 2026-03-31 | SEC filing |
| Two Sigma Investments, LPHedge | $601.7K | 0.00% | SH | PUT | 2026-03-31 | SEC filing |
| Two Sigma Investments, LPOther | $391.1K | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
| Point72 Asset Management, L.P.Other | $210.6K | 0.00% | SH | CALL | 2026-03-31 | SEC filing |
Politician
Politician PTR activity
| Public date | Politician | Action | Owner | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-05-15 | Valerie Hoyle HouseholdD · OR-04 | Sale | Dependent | $1K–$15K | 20034581 |
| 2026-05-08 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20034500 |
| 2026-05-08 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20034500 |
| 2026-04-07 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20034285 |
| 2026-01-12 | Gilbert Cisneros HouseholdD · CA-31 | Purchase | Self | $1K–$15K | 20033762 |
| 2025-09-12 | Valerie Hoyle HouseholdD · OR-04 | Purchase | Self | $1K–$15K | 20032070 |
Combined activity
13F filings + PTR transactions, newest first
- 13F filing2026-05-15Lone Pine Capital LLC · $616.7M↗
- 13F filing2026-05-15FMR LLC · $390.4M↗
- 13F filing2026-05-15Citadel Advisors LLC · $277.8M↗
- 13F filing2026-05-15Millennium Management LLC · $267.8M↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $15.2M↗
- 13F filing2026-05-15Citadel Advisors LLC · $8.1M↗
- 13F filing2026-05-15Citadel Advisors LLC · $7.2M↗
- 13F filing2026-05-15Millennium Management LLC · $2.2M↗
- 13F filing2026-05-15Millennium Management LLC · $1.9M↗
- 13F filing2026-05-15Two Sigma Investments, LP · $601.7K↗
- 13F filing2026-05-15Two Sigma Investments, LP · $391.1K↗
- 13F filing2026-05-15Point72 Asset Management, L.P. · $210.6K↗
- PTR2026-05-15Valerie Hoyle Household · Sale · $1K–$15K↗
- 13F filing2026-05-14Renaissance Technologies LLC · $36.3M↗
- 13F filing2026-05-13Capital World Investors · $695.7M↗
- PTR2026-05-08Gilbert Cisneros Household · Purchase · $1K–$15K↗
- PTR2026-05-08Gilbert Cisneros Household · Purchase · $1K–$15K↗
- 13F filing2026-05-07WCM Investment Management, LLC · $520.6M↗
- 13F filing2026-05-06Jennison Associates LLC · $40.7M↗
- PTR2026-04-07Gilbert Cisneros Household · Purchase · $1K–$15K↗
- PTR2026-01-12Gilbert Cisneros Household · Purchase · $1K–$15K↗
- PTR2025-09-12Valerie Hoyle Household · Purchase · $1K–$15K↗
Often co-held with