LPL Financial
IDEF

LPL Financial’s iShares Defense Industrials 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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial's IDEF Position: Q2 2026 in Review

LPL Financial increased its iShares Defense Industrials Active ETF (IDEF) stake by 30% in Q2 2026, buying an estimated $129M and bringing the position to 16,670,755 shares worth $530M. The position accounts for 0.12% of the portfolio, ranked #178.

LPL Financial first reported a position in IDEF in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IDEF as of Q2 2026.

  • LPL Financial held 16,670,755 shares of iShares Defense Industrials Active ETF worth $530M as of Q2 2026.
  • LPL Financial bought 3,888,620 iShares Defense Industrials Active ETF shares in Q2 2026, an estimated $129M.
  • iShares Defense Industrials Active ETF made up 0.12% of LPL Financial's portfolio in Q2 2026, its #178 holding.
  • LPL Financial first reported a position in iShares Defense Industrials Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Defense Industrials Active ETF as of Q2 2026.

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