LPL Financial
DTM icon

LPL Financial’s DT Midstream DTM Stock Holding History

LPL Financial’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.5M Buy
146,390
+405
+0.3% +$57.3K ﹤0.01% 1526
2026
Q1 		$19.7M Sell
145,985
-15,333
-10% -$2M 0.01% 1478
2025
Q4 		$19.3M Buy
161,318
+18,963
+13% +$2.18M 0.01% 1431
2025
Q3 		$16.1M Buy
142,355
+17,578
+14% +$1.84M ﹤0.01% 1503
2025
Q2 		$13.7M Buy
124,777
+15,315
+14% +$1.55M ﹤0.01% 1496
2025
Q1 		$10.6M Buy
109,462
+27,860
+34% +$2.79M ﹤0.01% 1563
2024
Q4 		$8.11M Buy
81,602
+15,733
+24% +$1.5M ﹤0.01% 1698
2024
Q3 		$5.18M Buy
65,869
+19,568
+42% +$1.46M ﹤0.01% 1961
2024
Q2 		$3.29M Buy
46,301
+9,412
+26% +$618K ﹤0.01% 2180
2024
Q1 		$2.25M Buy
36,889
+171
+0.5% +$9.52K ﹤0.01% 2442
2023
Q4 		$2.01M Buy
36,718
+777
+2% +$42.8K ﹤0.01% 2396
2023
Q3 		$1.9M Sell
35,941
-818
-2% -$42.7K ﹤0.01% 2325
2023
Q2 		$1.82M Buy
36,759
+127
+0.3% +$6.08K ﹤0.01% 2335
2023
Q1 		$1.81M Buy
36,632
+1,840
+5% +$95.4K ﹤0.01% 2221
2022
Q4 		$1.92M Sell
34,792
-1,127
-3% -$64.4K ﹤0.01% 2103
2022
Q3 		$1.86M Sell
35,919
-963
-3% -$52K ﹤0.01% 2043
2022
Q2 		$1.81M Buy
+36,882
New +$2.01M ﹤0.01% 2100
2022
Q1 		– Sell
-33,512
Closed -$1.61M – 4247
2021
Q4 		$1.61M Buy
33,512
+1,698
+5% +$81.3K ﹤0.01% 2253
2021
Q3 		$1.47M Buy
+31,814
New +$1.39M ﹤0.01% 2285

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LPL Financial's DTM Position: Q2 2026 in Review

LPL Financial increased its DT Midstream (DTM) stake by 0.28% in Q2 2026, buying an estimated $57.3K and bringing the position to 146,390 shares worth $21.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

LPL Financial first reported a position in DTM in Q3 2021 and has held it in 19 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • LPL Financial held 146,390 shares of DT Midstream worth $21.5M as of Q2 2026.
  • LPL Financial bought 405 DT Midstream shares in Q2 2026, an estimated $57.3K.
  • DT Midstream made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1526 holding.
  • LPL Financial first reported a position in DT Midstream in Q3 2021 and has held it in 19 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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