LPLA

Ticker intelligence from active-registry 13F rows at 2026-06-30. SEC company search

100.0Ticker Flow Score
9latest holders
5buyers/adders
okdata confidence

Signal Components

ordinal research screen, not a probability or price target

new=1trims/exits=3conviction funds=1avg weight=0.46%

Data Confidence

  • Latest holders come from active-registry 13F rows with no ticker-level quality warning.

no active ticker-level quality warning

Quarter Moves

FundMovePrevious valueCurrent valueWeightSource
Dodge & Cox
prev 2026-03-31
ADD$1.2B$1.3B0.68%SEC
Point72
prev 2026-03-31
ADD$15.2M$142.9M0.16%SEC
Renaissance Tech
prev 2026-03-31
ADD$36.3M$42.7M0.06%SEC
AQR Capital
prev 2026-03-31
ADD$9.9M$9.7M0.00%SEC
Bridgewater
prev 2026-03-31
NEW$0$1.9M0.01%SEC
Lone Pine
prev 2026-03-31
TRIM$616.7M$343.4M2.10%SEC
Citadel Advisors
prev 2026-03-31
TRIM$277.8M$181.1M0.02%SEC
FPA / Romick
prev 2026-03-31
HOLD$96.5M$90.5M1.12%SEC
Millennium
prev 2026-03-31
TRIM$267.8M$58.1M0.02%SEC

Latest Holders

FundWeightValueSEC filing
Dodge & Cox0.68%$1.3B0001193125-26-349535
Lone Pine2.10%$343.4M0000919574-26-005485
Citadel Advisors0.02%$181.1M0001104659-26-097200
Point720.16%$142.9M0000919574-26-005520
FPA / Romick1.12%$90.5M0001377581-26-000007
Millennium0.02%$58.1M0001273087-26-000007
Renaissance Tech0.06%$42.7M0001037389-26-000059
AQR Capital0.00%$9.7M0001167557-26-000226
Bridgewater0.01%$1.9M0001350694-26-000003