LPL Financial’s iShares Ethereum Trust ETF ETHA Stock Holding History

LPL Financial’s Portfolio ETHA Stock Details ETHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4M	Buy	1,712,763 +71,968	+4%	+$1.12M	﹤0.01%	1558
2026 Q1	$26M	Buy	1,640,795 +226,672	+16%	+$4.1M	0.01%	1293
2025 Q4	$31.7M	Buy	1,414,123 +174,036	+14%	+$4.55M	0.01%	1113
2025 Q3	$39.1M	Buy	1,240,087 +766,662	+162%	+$22.7M	0.01%	970
2025 Q2	$9.03M	Buy	473,425 +78,114	+20%	+$1.3M	﹤0.01%	1817
2025 Q1	$5.46M	Buy	395,311 +115,180	+41%	+$2.3M	﹤0.01%	2078
2024 Q4	$7.08M	Buy	280,131 +144,180	+106%	+$3.36M	﹤0.01%	1794
2024 Q3	$2.67M	Buy	+135,951	New	+$2.74M	﹤0.01%	2457

Other funds holding ETHA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

LPL Financial's ETHA Position: Q2 2026 in Review

LPL Financial increased its iShares Ethereum Trust ETF (ETHA) stake by 4.4% in Q2 2026, buying an estimated $1.12M and bringing the position to 1,712,763 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

LPL Financial first reported a position in ETHA in Q3 2024 and has held it in 8 quarters since. The position peaked at $39.1M in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

LPL Financial held 1,712,763 shares of iShares Ethereum Trust ETF worth $20.4M as of Q2 2026.
LPL Financial bought 71,968 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $1.12M.
iShares Ethereum Trust ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1558 holding.
LPL Financial first reported a position in iShares Ethereum Trust ETF in Q3 2024 and has held it in 8 quarters since.
LPL Financial's iShares Ethereum Trust ETF position peaked at $39.1M in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

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