LPL Financial
AIS

LPL Financial’s VistaShares Artificial Intelligence Supercycle ETF AIS Stock Holding History

LPL Financial’s Portfolio AIS Stock Details AIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.8M Buy
443,558
+355,816
+406% +$23.7M 0.01% 1167
2026
Q1 		$3.68M Buy
87,742
+64,427
+276% +$2.78M ﹤0.01% 2913
2025
Q4 		$881K Buy
+23,315
New +$875K ﹤0.01% 4201

Other funds holding AIS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $712M AUM 29.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return

LPL Financial's AIS Position: Q2 2026 in Review

LPL Financial increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 406% in Q2 2026, buying an estimated $23.7M and bringing the position to 443,558 shares worth $37.8M. The position accounts for 0.01% of the portfolio, ranked #1167.

LPL Financial first reported a position in AIS in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold AIS as of Q2 2026.

  • LPL Financial held 443,558 shares of VistaShares Artificial Intelligence Supercycle ETF worth $37.8M as of Q2 2026.
  • LPL Financial bought 355,816 VistaShares Artificial Intelligence Supercycle ETF shares in Q2 2026, an estimated $23.7M.
  • VistaShares Artificial Intelligence Supercycle ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1167 holding.
  • LPL Financial first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q2 2026.

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