LPL Financial
DUNK icon

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
Q3 		$1.57M Buy
55,721
+41,060
+280% +$1.12M ﹤0.01% 4047
2026
Q2 		$373K Buy
+14,661
New +$341K ﹤0.01% 5281

Other funds holding DUNK

Dana Investment Advisors
Dana Investment Advisors Waukesha, Wisconsin $3.8B AUM 29.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

LPL Financial's DUNK Position: Q3 2026 in Review

LPL Financial increased its Dana Unconstrained Equity ETF (DUNK) stake by 280% in Q3 2026, buying an estimated $1.12M and bringing the position to 55,721 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

LPL Financial first reported a position in DUNK in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold DUNK as of Q3 2026.

  • LPL Financial held 55,721 shares of Dana Unconstrained Equity ETF worth $1.57M as of Q3 2026.
  • LPL Financial bought 41,060 Dana Unconstrained Equity ETF shares in Q3 2026, an estimated $1.12M.
  • Dana Unconstrained Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4047 holding.
  • LPL Financial first reported a position in Dana Unconstrained Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Dana Unconstrained Equity ETF as of Q3 2026.

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