LPL Financial LLC MILN — GLOBAL X FDS

Ownership history in LPL Financial LLC  ·  32 quarters on record

AI Ownership Summary

LPL Financial LLC reported GLOBAL X FDS (MILN) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MILN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MILN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MILN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MILN stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held MILN — position size vs. price
% of Fund (quarterly)    MILN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 27,888 -1,580 -5.4% 0.00% $1.1M 2026-05-06 $44.17
2025 Q4 REDUCED 73.1% -13.4% ✅ 29,468 -79,887 -73.1% 0.00% $1.4M 2026-02-11 $43.35
2025 Q3 ADDED — — — 109,355 +9,907 +10.0% 0.00% $5.4M 2025-11-12 $47.02
2025 Q2 ADDED — — — 99,448 +7,422 +8.1% 0.00% $4.9M 2025-08-12 $48.91
2025 Q1 ADDED — — — 92,026 +19,728 +27.3% 0.00% $4.0M 2025-05-07 $44.16
2024 Q4 ADDED — — — 72,298 +3,735 +5.4% 0.00% $3.3M 2025-02-11 $48.31
2024 Q3 REDUCED 13.6% +8.1% ❌ 68,563 -10,799 -13.6% 0.00% $2.9M 2024-11-08 $44.40
2024 Q2 ADDED — — — 79,362 +4,547 +6.1% 0.00% $3.1M 2024-08-07 $36.06
2024 Q1 ADDED — — — 74,815 +19,145 +34.4% 0.00% $2.9M 2024-05-10 $37.94
2023 Q4 REDUCED — — — 55,670 -2,424 -4.2% 0.00% $2.0M 2024-02-14 $36.98
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MILN

As of 2026 Q1 — sorted by position size

NORTHBRIDGE FINANCIAL GROUP, LLC 0.14% Moran Wealth Management, LLC 3Y 0.05% HBW ADVISORY SERVICES LLC 3Y 0.02% Stratos Wealth Partners, LTD. 3Y 7Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Golden State Wealth Management, LLC 3Y 0.0% Steigerwald, Gordon & Koch Inc. 3Y 7Y 0.0% ROTHSCHILD INVESTMENT LLC 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About LPL Financial LLC and MILN

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning MILN?

LPL Financial LLC reported MILN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MILN position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for MILN was 0.00% in 2025 Q2.

What is the latest reported MILN position on this page?

The most recent filing on this page is 2026 Q1, when LPL Financial LLC reported 27,888 shares, equal to 0.00% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MILN ownership page compare?

The chart compares LPL Financial LLC's quarterly MILN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their MILN position?

Based on 13F filing dates vs. subsequent MILN price moves, LPL Financial LLC correctly timed 18 out of 31 reported position changes (58%). The annualised alpha on MILN relative to SPY over the holding period was -4.9%.

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