LPL Financial
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LPL Financial’s Hilton Small-MidCap Opportunity ETF SMCO Stock Holding History

LPL Financial’s Portfolio SMCO Stock Details SMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.09M Buy
113,696
+81,520
+253% +$2.3M ﹤0.01% 3096
2025
Q4 		$862K Buy
+32,176
New +$868K ﹤0.01% 4218

Other funds holding SMCO

CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's SMCO Position: Q1 2026 in Review

LPL Financial increased its Hilton Small-MidCap Opportunity ETF (SMCO) stake by 253% in Q1 2026, buying an estimated $2.3M and bringing the position to 113,696 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

LPL Financial first reported a position in SMCO in Q4 2025 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SMCO as of Q1 2026.

  • LPL Financial held 113,696 shares of Hilton Small-MidCap Opportunity ETF worth $3.09M as of Q1 2026.
  • LPL Financial bought 81,520 Hilton Small-MidCap Opportunity ETF shares in Q1 2026, an estimated $2.3M.
  • Hilton Small-MidCap Opportunity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3096 holding.
  • LPL Financial first reported a position in Hilton Small-MidCap Opportunity ETF in Q4 2025 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Hilton Small-MidCap Opportunity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.