LPL Financial’s Terrestrial Energy IMSR Stock Holding History

LPL Financial’s Portfolio IMSR Stock Details IMSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	42,381 +15,677	+59%	+$116K	﹤0.01%	5456
2026 Q1	$160K	Buy	+26,704	New	+$212K	﹤0.01%	5565

Other funds holding IMSR

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

LPL Financial's IMSR Position: Q2 2026 in Review

LPL Financial increased its Terrestrial Energy (IMSR) stake by 59% in Q2 2026, buying an estimated $116K and bringing the position to 42,381 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #5456.

LPL Financial first reported a position in IMSR in Q1 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold IMSR as of Q2 2026.

LPL Financial held 42,381 shares of Terrestrial Energy worth $300K as of Q2 2026.
LPL Financial bought 15,677 Terrestrial Energy shares in Q2 2026, an estimated $116K.
Terrestrial Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5456 holding.
LPL Financial first reported a position in Terrestrial Energy in Q1 2026 and has held it in 2 quarters since.
110 funds tracked by Wall St. Rank held Terrestrial Energy as of Q2 2026.

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