LPL Financial
BRLN icon

LPL Financial’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

LPL Financial’s Portfolio BRLN Stock Details BRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.04M Buy
119,071
+18,071
+18% +$924K ﹤0.01% 2456
2025
Q4 		$5.21M Buy
101,000
+8,189
+9% +$422K ﹤0.01% 2500
2025
Q3 		$4.83M Buy
92,811
+43,006
+86% +$2.24M ﹤0.01% 2488
2025
Q2 		$2.58M Buy
49,805
+10,801
+28% +$555K ﹤0.01% 2885
2025
Q1 		$2.02M Buy
+39,004
New +$2.04M ﹤0.01% 2940

Other funds holding BRLN

SFS
Sunrise Financial Services Burien, Washington $141M AUM
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $157M AUM 20.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $118M AUM 25.72% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $118M AUM 14.43% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return