LPL Financial
REGS

LPL Financial’s Columbia Large Cap Growth ETF REGS Stock Holding History

LPL Financial’s Portfolio REGS Stock Details REGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.3M Sell
381,478
-128,419
-25% -$1.42M ﹤0.01% 2934
2026
Q1 		$4.96M Buy
+509,897
New +$5M ﹤0.01% 2629

Other funds holding REGS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

LPL Financial's REGS Position: Q2 2026 in Review

LPL Financial reduced its Columbia Large Cap Growth ETF (REGS) stake by 25% in Q2 2026, selling an estimated $1.42M and leaving 381,478 shares worth $4.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

LPL Financial first reported a position in REGS in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.96M in Q1 2026. 16 funds tracked by Wall St. Rank hold REGS as of Q2 2026.

  • LPL Financial held 381,478 shares of Columbia Large Cap Growth ETF worth $4.3M as of Q2 2026.
  • LPL Financial sold 128,419 Columbia Large Cap Growth ETF shares in Q2 2026, an estimated $1.42M.
  • Columbia Large Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2934 holding.
  • LPL Financial first reported a position in Columbia Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • LPL Financial's Columbia Large Cap Growth ETF position peaked at $4.96M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Columbia Large Cap Growth ETF as of Q2 2026.

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