LPL Financial’s BlackRock Total Return ETF BRTR Stock Holding History

LPL Financial’s Portfolio BRTR Stock Details BRTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.78M	Buy	+35,431	New	+$1.78M	﹤0.01%	3875

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LPL Financial's BRTR Position: Q2 2026 in Review

LPL Financial opened a new position in BlackRock Total Return ETF (BRTR) in Q2 2026: 35,431 shares worth $1.78M. The stake represents ﹤0.01% of the portfolio and ranks #3875 among its holdings.

72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

LPL Financial held 35,431 shares of BlackRock Total Return ETF worth $1.78M as of Q2 2026.
BlackRock Total Return ETF was a new LPL Financial position in Q2 2026.
BlackRock Total Return ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3875 holding.
72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

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