LPL Financial
DUNK

LPL Financial’s Dana Unconstrained Equity ETF DUNK Stock Holding History

LPL Financial’s Portfolio DUNK Stock Details DUNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
+14,661
New +$341K ﹤0.01% 5281

Other funds holding DUNK

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial's DUNK Position: Q2 2026 in Review

LPL Financial opened a new position in Dana Unconstrained Equity ETF (DUNK) in Q2 2026: 14,661 shares worth $373K. The stake represents ﹤0.01% of the portfolio and ranks #5281 among its holdings.

8 funds tracked by Wall St. Rank hold DUNK as of Q2 2026.

  • LPL Financial held 14,661 shares of Dana Unconstrained Equity ETF worth $373K as of Q2 2026.
  • Dana Unconstrained Equity ETF was a new LPL Financial position in Q2 2026.
  • Dana Unconstrained Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5281 holding.
  • 8 funds tracked by Wall St. Rank held Dana Unconstrained Equity ETF as of Q2 2026.

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