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
Q2 		$10.8M Buy
194,642
+150,889
+345% +$7.45M ﹤0.01% 2066
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 $14.9B AUM 46.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LPL Financial's AIFD Position: Q2 2026 in Review

LPL Financial increased its TCW Artificial Intelligence ETF (AIFD) stake by 345% in Q2 2026, buying an estimated $7.45M and bringing the position to 194,642 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

LPL Financial first reported a position in AIFD in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold AIFD as of Q2 2026.

  • LPL Financial held 194,642 shares of TCW Artificial Intelligence ETF worth $10.8M as of Q2 2026.
  • LPL Financial bought 150,889 TCW Artificial Intelligence ETF shares in Q2 2026, an estimated $7.45M.
  • TCW Artificial Intelligence ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2066 holding.
  • LPL Financial first reported a position in TCW Artificial Intelligence ETF in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held TCW Artificial Intelligence ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.