LPL Financial’s iShares Bitcoin Trust IBIT Stock Holding History

LPL Financial’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$167M	Buy	3,521,372 +282,136	+9%	+$11.4M	0.04%	475
2026 Q2	$108M	Buy	3,239,236 +11,841	+0.4%	+$482K	0.02%	621
2026 Q1	$124M	Buy	3,227,395 +248,070	+8%	+$10.7M	0.03%	496
2025 Q4	$148M	Buy	2,979,325 +500,120	+20%	+$28.4M	0.04%	420
2025 Q3	$161M	Buy	2,479,205 +678,853	+38%	+$44.2M	0.05%	362
2025 Q2	$110M	Buy	1,800,352 +518,373	+40%	+$29M	0.04%	446
2025 Q1	$60M	Buy	1,281,979 +529,396	+70%	+$28M	0.02%	615
2024 Q4	$39.9M	Buy	752,583 +624,036	+485%	+$29.5M	0.02%	758
2024 Q3	$4.64M	Buy	128,547 +98,960	+334%	+$3.44M	﹤0.01%	2060
2024 Q2	$1.01M	Buy	29,587 +5,629	+23%	+$210K	﹤0.01%	3248
2024 Q1	$970K	Buy	+23,958	New	+$747K	﹤0.01%	3208

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

LPL Financial's IBIT Position: Q3 2026 in Review

LPL Financial increased its iShares Bitcoin Trust (IBIT) stake by 8.7% in Q3 2026, buying an estimated $11.4M and bringing the position to 3,521,372 shares worth $167M. The position accounts for 0.04% of the portfolio, ranked #475.

LPL Financial first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

LPL Financial held 3,521,372 shares of iShares Bitcoin Trust worth $167M as of Q3 2026.
LPL Financial bought 282,136 iShares Bitcoin Trust shares in Q3 2026, an estimated $11.4M.
iShares Bitcoin Trust made up 0.04% of LPL Financial's portfolio in Q3 2026, its #475 holding.
LPL Financial first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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