LPL Financial
NATO

LPL Financial’s Themes Transatlantic Defense ETF NATO Stock Holding History

LPL Financial’s Portfolio NATO Stock Details NATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.74M Buy
165,995
+14,814
+10% +$586K ﹤0.01% 2519
2026
Q1 		$5.83M Buy
+151,181
New +$6.32M ﹤0.01% 2495

Other funds holding NATO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

LPL Financial's NATO Position: Q2 2026 in Review

LPL Financial increased its Themes Transatlantic Defense ETF (NATO) stake by 9.8% in Q2 2026, buying an estimated $586K and bringing the position to 165,995 shares worth $6.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

LPL Financial first reported a position in NATO in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold NATO as of Q2 2026.

  • LPL Financial held 165,995 shares of Themes Transatlantic Defense ETF worth $6.74M as of Q2 2026.
  • LPL Financial bought 14,814 Themes Transatlantic Defense ETF shares in Q2 2026, an estimated $586K.
  • Themes Transatlantic Defense ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2519 holding.
  • LPL Financial first reported a position in Themes Transatlantic Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Themes Transatlantic Defense ETF as of Q2 2026.

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