LPL Financial
FRWD

LPL Financial’s Nomura Transformational Technologies ETF FRWD Stock Holding History

LPL Financial’s Portfolio FRWD Stock Details FRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$128M Buy
3,799,683
+1,611,677
+74% +$48M 0.03% 545
2026
Q1 		$49.7M Buy
+2,188,006
New +$53M 0.01% 921

Other funds holding FRWD

NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

LPL Financial's FRWD Position: Q2 2026 in Review

LPL Financial increased its Nomura Transformational Technologies ETF (FRWD) stake by 74% in Q2 2026, buying an estimated $48M and bringing the position to 3,799,683 shares worth $128M. The position accounts for 0.03% of the portfolio, ranked #545.

LPL Financial first reported a position in FRWD in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FRWD as of Q2 2026.

  • LPL Financial held 3,799,683 shares of Nomura Transformational Technologies ETF worth $128M as of Q2 2026.
  • LPL Financial bought 1,611,677 Nomura Transformational Technologies ETF shares in Q2 2026, an estimated $48M.
  • Nomura Transformational Technologies ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #545 holding.
  • LPL Financial first reported a position in Nomura Transformational Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Nomura Transformational Technologies ETF as of Q2 2026.

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