LPL Financial
AIFD

LPL Financial’s TCW Artificial Intelligence ETF AIFD Stock Holding History

LPL Financial’s Portfolio AIFD Stock Details AIFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Buy
43,753
+12,113
+38% +$471K ﹤0.01% 3671
2025
Q4 		$1.19M Buy
31,640
+5,006
+19% +$185K ﹤0.01% 3897
2025
Q3 		$940K Buy
+26,634
New +$868K ﹤0.01% 4057

Other funds holding AIFD

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial's AIFD Position: Q1 2026 in Review

LPL Financial increased its TCW Artificial Intelligence ETF (AIFD) stake by 38% in Q1 2026, buying an estimated $471K and bringing the position to 43,753 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

LPL Financial first reported a position in AIFD in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold AIFD as of Q1 2026.

  • LPL Financial held 43,753 shares of TCW Artificial Intelligence ETF worth $1.69M as of Q1 2026.
  • LPL Financial bought 12,113 TCW Artificial Intelligence ETF shares in Q1 2026, an estimated $471K.
  • TCW Artificial Intelligence ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3671 holding.
  • LPL Financial first reported a position in TCW Artificial Intelligence ETF in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.