LPL Financial
RUSC icon

LPL Financial’s Russell Investments U.S. Small Cap Equity ETF RUSC Stock Holding History

LPL Financial’s Portfolio RUSC Stock Details RUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.4M Buy
425,448
+16,248
+4% +$616K ﹤0.01% 1808
2026
Q2 		$16M Buy
409,200
+11,325
+3% +$408K ﹤0.01% 1738
2026
Q1 		$12.7M Buy
397,875
+41,752
+12% +$1.37M ﹤0.01% 1800
2025
Q4 		$11.1M Buy
356,123
+18,981
+6% +$583K ﹤0.01% 1846
2025
Q3 		$10.3M Buy
337,142
+37,582
+13% +$1.1M ﹤0.01% 1838
2025
Q2 		$8.26M Buy
+299,560
New +$8.02M ﹤0.01% 1896

Other funds holding RUSC

Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

LPL Financial's RUSC Position: Q3 2026 in Review

LPL Financial increased its Russell Investments U.S. Small Cap Equity ETF (RUSC) stake by 4% in Q3 2026, buying an estimated $616K and bringing the position to 425,448 shares worth $15.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

LPL Financial first reported a position in RUSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $16M in Q2 2026. 9 funds tracked by Wall St. Rank hold RUSC as of Q3 2026.

  • LPL Financial held 425,448 shares of Russell Investments U.S. Small Cap Equity ETF worth $15.4M as of Q3 2026.
  • LPL Financial bought 16,248 Russell Investments U.S. Small Cap Equity ETF shares in Q3 2026, an estimated $616K.
  • Russell Investments U.S. Small Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1808 holding.
  • LPL Financial first reported a position in Russell Investments U.S. Small Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • LPL Financial's Russell Investments U.S. Small Cap Equity ETF position peaked at $16M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Russell Investments U.S. Small Cap Equity ETF as of Q3 2026.

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