LPL Financial
TALV

LPL Financial’s Transamerica Large Value Active ETF TALV Stock Holding History

LPL Financial’s Portfolio TALV Stock Details TALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Buy
+12,130
New +$327K ﹤0.01% 5365

Other funds holding TALV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LPL Financial's TALV Position: Q2 2026 in Review

LPL Financial opened a new position in Transamerica Large Value Active ETF (TALV) in Q2 2026: 12,130 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #5365 among its holdings.

9 funds tracked by Wall St. Rank hold TALV as of Q2 2026.

  • LPL Financial held 12,130 shares of Transamerica Large Value Active ETF worth $334K as of Q2 2026.
  • Transamerica Large Value Active ETF was a new LPL Financial position in Q2 2026.
  • Transamerica Large Value Active ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5365 holding.
  • 9 funds tracked by Wall St. Rank held Transamerica Large Value Active ETF as of Q2 2026.

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