Which ETFs hold LPL Financial Holdings Inc. COM?
LPLA is held by 44 of the 504 ETFs we cover. The heaviest allocation is MOAT at 2.4%; among the largest funds, VTI holds 0.0% and VUG 0.1%. The median weight across all funds holding it is 0.0%. LPL Financial Holdings Inc. COM is classified Financials.
- Covered ETFs Holding It
- 44
- Heaviest Allocation
- 2.38%in MOAT
- Median Weight
- 0.04%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 0.33%trailing 12 months
LPLA Share Performance
- 1M
- +17.9%
- YTD
- +1.7%
- 1Y
- -1.3%
- 3Y (ann.)
- +16.2%
- 5Y (ann.)
- +20.7%
- 10Y (ann.)
- +31.2%
A $10,000 investment 10 years ago would be worth $151,241 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding LPLA(44)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| MOATVanEck Morningstar Wide Moat ETF | 2.38% | 0.46% | $12.2B | 1.25% | +8.4% | +18.6% | +9.4% |
| IWPiShares Russell Mid-Cap Growth ETF | 0.86% | 0.23% | $20.5B | 0.34% | +5.4% | +3.1% | +5.1% |
| VOTVanguard Mid-cap Growth Index Fund | 0.63% | 0.05% | $19.9B | 0.59% | +10.1% | +7.1% | +5.4% |
| IYFiShares U.S. Financials ETF | 0.43% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| VXFVanguard Extended Market Index Fund | 0.33% | 0.05% | $32.2B | 0.99% | +18.9% | +26.9% | +6.9% |
| FNCLFidelity MSCI Financials Index ETF | 0.32% | 0.08% | $2.4B | 1.54% | +6.6% | +14.3% | +10.8% |
| AVLVAvantis U.S. Large Cap Value ETF | 0.28% | 0.15% | $17.9B | 1.04% | +24.5% | +37.4% | — |
| VFHVanguard Financials Index Fund | 0.26% | 0.09% | $13.9B | 1.65% | +6.6% | +14.3% | +10.8% |
| VOVanguard Mid-cap Index Fund | 0.26% | 0.03% | $109.2B | 1.29% | +14.8% | +18.0% | +8.0% |
| JHMMJohn Hancock Multifactor Mid Cap ETF | 0.25% | 0.41% | $6.0B | 0.86% | +17.3% | +24.7% | +8.8% |
| IWRiShares Russell Mid-Cap ETF | 0.19% | 0.18% | $57.6B | 1.12% | +18.1% | +23.0% | +8.5% |
| DFACDimensional U.S. Core Equity 2 ETF | 0.11% | 0.17% | $47.9B | 0.88% | +16.6% | +26.8% | +12.3% |
| DUHPDimensional US High Profitability ETF | 0.10% | 0.20% | $12.3B | 0.90% | +12.3% | +18.8% | — |
| VUGVanguard Growth Index Fund | 0.10% | 0.03% | $229.6B | 0.38% | +10.2% | +18.2% | +13.0% |
| OMFLInvesco Russell 1000 Dynamic Multifactor ETF | 0.09% | 0.29% | $4.8B | 0.78% | +17.0% | +23.0% | +9.8% |
| IWFiShares Russell 1000 Growth ETF | 0.09% | 0.18% | $127.3B | 0.35% | +5.5% | +13.1% | +12.6% |
| AVUSAvantis U.S. Equity ETF | 0.08% | 0.15% | $13.9B | 0.90% | +17.9% | +28.8% | +13.1% |
| SCHGSchwab U.S. Large-Cap Growth ETF | 0.08% | 0.04% | $62.4B | 0.37% | +9.9% | +19.1% | +14.0% |
| VONGVanguard Russell 1000 Growth Index Fund | 0.07% | 0.06% | $45.7B | 0.45% | +5.6% | +13.3% | +12.8% |
| DFAUDimensional US Core Equity Market ETF | 0.05% | 0.12% | $12.4B | 0.88% | +14.9% | +24.8% | +12.9% |
| ONEQFidelity Nasdaq Composite Index ETF | 0.05% | 0.21% | $10.8B | 0.51% | +15.4% | +26.6% | +13.6% |
| VVVanguard Large-cap Index Fund | 0.04% | 0.03% | $54.4B | 0.99% | +13.8% | +23.2% | +13.0% |
| BBUSJpmorgan Betabuilders U.S. Equity ETF | 0.04% | 0.02% | $8.9B | 0.98% | +13.7% | +23.1% | +12.9% |
| BKLCBNY Mellon US Large Cap Core Equity ETF | 0.04% | 0.00% | $5.5B | 1.02% | +14.0% | +23.5% | +13.6% |
| DFUSDimensional U.S. Equity Market ETF | 0.04% | 0.09% | $20.9B | 0.83% | +14.5% | +24.4% | +13.1% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most LPLA exposure?
MOAT has the heaviest LPLA allocation of the ETFs we cover, at 2.38% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold LPLA?
44 of the 504 ETFs we cover hold LPL Financial Holdings Inc. COM (LPLA). The median weight across those funds is 0.04%.
What is the cheapest ETF that holds LPLA?
BKLC has the lowest expense ratio among covered ETFs holding LPLA, at 0.00% per year.
What is the largest ETF that holds LPLA?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding LPLA, with $696.4B in assets and a 0.04% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond LPLA.