LPL Financial’s Eaton ETN Stock Holding History

LPL Financial’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$357K	–	5862
2025 Q2	$357K	Sell	1,000 -600	-38%	-$185K	﹤0.01%	4644
2025 Q1	$435K	Buy	+1,600	New	+$498K	﹤0.01%	4299

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPL Financial's ETN Position: Q2 2026 in Review

LPL Financial increased its Eaton (ETN) stake by 11% in Q2 2026, buying an estimated $33.1M and bringing the position to 816,943 shares worth $348M. The position accounts for 0.08% of the portfolio, ranked #243.

LPL Financial first reported a position in ETN in Q2 2013 and has held it in 53 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

LPL Financial held 816,943 shares of Eaton worth $348M as of Q2 2026.
LPL Financial bought 81,990 Eaton shares in Q2 2026, an estimated $33.1M.
Eaton made up 0.08% of LPL Financial's portfolio in Q2 2026, its #243 holding.
LPL Financial first reported a position in Eaton in Q2 2013 and has held it in 53 quarters since.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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