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
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

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial's AIS Position: Q1 2026 in Review

LPL Financial increased its VistaShares Artificial Intelligence Supercycle ETF (AIS) stake by 276% in Q1 2026, buying an estimated $2.78M and bringing the position to 87,742 shares worth $3.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

LPL Financial first reported a position in AIS in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold AIS as of Q1 2026.

  • LPL Financial held 87,742 shares of VistaShares Artificial Intelligence Supercycle ETF worth $3.68M as of Q1 2026.
  • LPL Financial bought 64,427 VistaShares Artificial Intelligence Supercycle ETF shares in Q1 2026, an estimated $2.78M.
  • VistaShares Artificial Intelligence Supercycle ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2913 holding.
  • LPL Financial first reported a position in VistaShares Artificial Intelligence Supercycle ETF in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held VistaShares Artificial Intelligence Supercycle ETF as of Q1 2026.

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