LPL Financial
RUSC

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

LPL Financial's RUSC Position: Q2 2026 in Review

LPL Financial increased its Russell Investments U.S. Small Cap Equity ETF (RUSC) stake by 2.8% in Q2 2026, buying an estimated $408K and bringing the position to 409,200 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

LPL Financial first reported a position in RUSC in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold RUSC as of Q2 2026.

  • LPL Financial held 409,200 shares of Russell Investments U.S. Small Cap Equity ETF worth $16M as of Q2 2026.
  • LPL Financial bought 11,325 Russell Investments U.S. Small Cap Equity ETF shares in Q2 2026, an estimated $408K.
  • Russell Investments U.S. Small Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1738 holding.
  • LPL Financial first reported a position in Russell Investments U.S. Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Russell Investments U.S. Small Cap Equity ETF as of Q2 2026.

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