LPL Financial
IALT icon

LPL Financial’s iShares Systematic Alternatives Active ETF IALT Stock Holding History

LPL Financial’s Portfolio IALT Stock Details IALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$776M Buy
25,987,434
+4,255,205
+20% +$123M 0.17% 127
2026
Q2 		$610M Buy
+21,732,229
New +$610M 0.14% 148

Other funds holding IALT

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

LPL Financial's IALT Position: Q3 2026 in Review

LPL Financial increased its iShares Systematic Alternatives Active ETF (IALT) stake by 20% in Q3 2026, buying an estimated $123M and bringing the position to 25,987,434 shares worth $776M. The position accounts for 0.17% of the portfolio, ranked #127.

LPL Financial first reported a position in IALT in Q2 2026 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold IALT as of Q3 2026.

  • LPL Financial held 25,987,434 shares of iShares Systematic Alternatives Active ETF worth $776M as of Q3 2026.
  • LPL Financial bought 4,255,205 iShares Systematic Alternatives Active ETF shares in Q3 2026, an estimated $123M.
  • iShares Systematic Alternatives Active ETF made up 0.17% of LPL Financial's portfolio in Q3 2026, its #127 holding.
  • LPL Financial first reported a position in iShares Systematic Alternatives Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held iShares Systematic Alternatives Active ETF as of Q3 2026.

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