LPL Financial
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LPL Financial’s Global X Guru Index ETF GURU Stock Holding History

LPL Financial’s Portfolio GURU Stock Details GURU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$820K Sell
11,708
-3,434
-23% -$225K ﹤0.01% 4584
2026
Q1 		$891K Sell
15,142
-2,281
-13% -$139K ﹤0.01% 4278
2025
Q4 		$1.09M Buy
17,423
+715
+4% +$44.1K ﹤0.01% 3988
2025
Q3 		$995K Buy
16,708
+4,362
+35% +$247K ﹤0.01% 4006
2025
Q2 		$662K Buy
12,346
+7,714
+167% +$384K ﹤0.01% 4134
2025
Q1 		$227K Buy
+4,632
New +$237K ﹤0.01% 4774
2023
Q2 		– Sell
-11,474
Closed -$403K – 4626
2023
Q1 		$403K Buy
+11,474
New +$408K ﹤0.01% 3506
2022
Q2 		– Sell
-5,132
Closed -$213K – 4473
2022
Q1 		$213K Buy
5,132
+522
+11% +$22.1K ﹤0.01% 3800
2021
Q4 		$218K Sell
4,610
-89
-2% -$4.34K ﹤0.01% 3930
2021
Q3 		$228K Sell
4,699
-216
-4% -$10.6K ﹤0.01% 3863
2021
Q2 		$242K Buy
+4,915
New +$233K ﹤0.01% 3764
2017
Q2 		– Sell
-8,826
Closed -$227K – 2880
2017
Q1 		$227K Sell
8,826
-2,305
-21% -$58.4K ﹤0.01% 2401
2016
Q4 		$269K Sell
11,131
-4,471
-29% -$106K ﹤0.01% 2258
2016
Q3 		$364K Sell
15,602
-143,461
-90% -$3.32M ﹤0.01% 1974
2016
Q2 		$3.52M Sell
159,063
-205,793
-56% -$4.55M 0.03% 494
2016
Q1 		$7.94M Sell
364,856
-34,876
-9% -$731K 0.02% 517
2015
Q4 		$9.08M Buy
399,732
+197,098
+97% +$4.69M 0.03% 480
2015
Q3 		$4.88M Sell
202,634
-19,524
-9% -$496K 0.03% 473
2015
Q2 		$5.83M Sell
222,158
-9,310
-4% -$250K 0.03% 457
2015
Q1 		$6.08M Sell
231,468
-11,952
-5% -$310K 0.03% 439
2014
Q4 		$6.37M Sell
243,420
-24,617
-9% -$639K 0.03% 407
2014
Q3 		$6.9M Sell
268,037
-8,763
-3% -$231K 0.04% 358
2014
Q2 		$7.32M Sell
276,800
-535
-0.2% -$13.4K 0.04% 351
2014
Q1 		$6.85M Buy
277,335
+10,169
+4% +$253K 0.04% 356
2013
Q4 		$6.84M Buy
267,166
+44,774
+20% +$1.08M 0.04% 353
2013
Q3 		$5.17M Buy
222,392
+13,577
+7% +$300K 0.03% 406
2013
Q2 		$4.33M Buy
+208,815
New +$4.27M 0.03% 420

Other funds holding GURU

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

LPL Financial's GURU Position: Q2 2026 in Review

LPL Financial reduced its Global X Guru Index ETF (GURU) stake by 23% in Q2 2026, selling an estimated $225K and leaving 11,708 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #4584.

LPL Financial first reported a position in GURU in Q2 2013 and has held it in 27 quarters since. The position peaked at $9.08M in Q4 2015. 7 funds tracked by Wall St. Rank hold GURU as of Q2 2026.

  • LPL Financial held 11,708 shares of Global X Guru Index ETF worth $820K as of Q2 2026.
  • LPL Financial sold 3,434 Global X Guru Index ETF shares in Q2 2026, an estimated $225K.
  • Global X Guru Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4584 holding.
  • LPL Financial first reported a position in Global X Guru Index ETF in Q2 2013 and has held it in 27 quarters since.
  • LPL Financial's Global X Guru Index ETF position peaked at $9.08M in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q2 2026.

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