LPL Financial
BFLX icon

LPL Financial’s iShares Flexible Equity Active ETF BFLX Stock Holding History

LPL Financial’s Portfolio BFLX Stock Details BFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$434M Buy
16,910,908
+11,361,421
+205% +$292M 0.09% 220
2026
Q2 		$142M Buy
+5,549,487
New +$141M 0.03% 510

Other funds holding BFLX

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
WBH Advisory
WBH Advisory Baltimore, Maryland $1.48B AUM 13.91% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Frisch Financial Group
Frisch Financial Group Melville, New York $633M AUM 16.05% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
WealthGarden F.S.
WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial's BFLX Position: Q3 2026 in Review

LPL Financial increased its iShares Flexible Equity Active ETF (BFLX) stake by 205% in Q3 2026, buying an estimated $292M and bringing the position to 16,910,908 shares worth $434M. The position accounts for 0.09% of the portfolio, ranked #220.

LPL Financial first reported a position in BFLX in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold BFLX as of Q3 2026.

  • LPL Financial held 16,910,908 shares of iShares Flexible Equity Active ETF worth $434M as of Q3 2026.
  • LPL Financial bought 11,361,421 iShares Flexible Equity Active ETF shares in Q3 2026, an estimated $292M.
  • iShares Flexible Equity Active ETF made up 0.09% of LPL Financial's portfolio in Q3 2026, its #220 holding.
  • LPL Financial first reported a position in iShares Flexible Equity Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares Flexible Equity Active ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.