LPL Financial
FWD icon

LPL Financial’s AB Disruptors ETF FWD Stock Holding History

LPL Financial’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224M Buy
1,512,442
+504,182
+50% +$66.9M 0.05% 359
2026
Q1 		$109M Buy
1,008,260
+494,977
+96% +$55.7M 0.03% 537
2025
Q4 		$53.6M Buy
513,283
+135,289
+36% +$14.2M 0.01% 843
2025
Q3 		$38.2M Buy
377,994
+81,901
+28% +$7.66M 0.01% 982
2025
Q2 		$26.6M Buy
296,093
+46,867
+19% +$3.63M 0.01% 1077
2025
Q1 		$17.5M Buy
249,226
+50,458
+25% +$4.05M 0.01% 1228
2024
Q4 		$15.7M Buy
198,768
+23,427
+13% +$1.91M 0.01% 1227
2024
Q3 		$13.7M Buy
175,341
+14,488
+9% +$1.1M 0.01% 1258
2024
Q2 		$12.4M Buy
160,853
+128,019
+390% +$9.36M 0.01% 1232
2024
Q1 		$2.38M Buy
32,834
+26,181
+394% +$1.77M ﹤0.01% 2402
2023
Q4 		$415K Buy
+6,653
New +$373K ﹤0.01% 3807

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's FWD Position: Q2 2026 in Review

LPL Financial increased its AB Disruptors ETF (FWD) stake by 50% in Q2 2026, buying an estimated $66.9M and bringing the position to 1,512,442 shares worth $224M. The position accounts for 0.05% of the portfolio, ranked #359.

LPL Financial first reported a position in FWD in Q4 2023 and has held it in 11 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • LPL Financial held 1,512,442 shares of AB Disruptors ETF worth $224M as of Q2 2026.
  • LPL Financial bought 504,182 AB Disruptors ETF shares in Q2 2026, an estimated $66.9M.
  • AB Disruptors ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #359 holding.
  • LPL Financial first reported a position in AB Disruptors ETF in Q4 2023 and has held it in 11 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

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