LPL Financial
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LPL Financial’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

LPL Financial’s Portfolio IDEF Stock Details IDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$478M Sell
15,305,888
-1,364,867
-8% -$44.6M 0.1% 207
2026
Q2 		$530M Buy
16,670,755
+3,888,620
+30% +$129M 0.12% 178
2026
Q1 		$418M Buy
12,782,135
+12,758,467
+53,906% +$444M 0.11% 188
2025
Q4 		$729K Buy
+23,668
New +$732K ﹤0.01% 4378

Other funds holding IDEF

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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

LPL Financial's IDEF Position: Q3 2026 in Review

LPL Financial reduced its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 8.2% in Q3 2026, selling an estimated $44.6M and leaving 15,305,888 shares worth $478M. The position accounts for 0.1% of the portfolio, ranked #207.

LPL Financial first reported a position in IDEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $530M in Q2 2026. 173 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • LPL Financial held 15,305,888 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $478M as of Q3 2026.
  • LPL Financial sold 1,364,867 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $44.6M.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.1% of LPL Financial's portfolio in Q3 2026, its #207 holding.
  • LPL Financial first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q4 2025 and has held it in 4 quarters since.
  • LPL Financial's BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF position peaked at $530M in Q2 2026.
  • 173 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

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