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
Q3 		$241M Buy
1,831,089
+318,647
+21% +$41.6M 0.05% 348
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

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return

LPL Financial's FWD Position: Q3 2026 in Review

LPL Financial increased its AB Disruptors ETF (FWD) stake by 21% in Q3 2026, buying an estimated $41.6M and bringing the position to 1,831,089 shares worth $241M. The position accounts for 0.05% of the portfolio, ranked #348.

LPL Financial first reported a position in FWD in Q4 2023 and has held it in 12 quarters since. 57 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

  • LPL Financial held 1,831,089 shares of AB Disruptors ETF worth $241M as of Q3 2026.
  • LPL Financial bought 318,647 AB Disruptors ETF shares in Q3 2026, an estimated $41.6M.
  • AB Disruptors ETF made up 0.05% of LPL Financial's portfolio in Q3 2026, its #348 holding.
  • LPL Financial first reported a position in AB Disruptors ETF in Q4 2023 and has held it in 12 quarters since.
  • 57 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

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