LPL Financial
SMIZ icon

LPL Financial’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History

LPL Financial’s Portfolio SMIZ Stock Details SMIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.55M Buy
213,976
+106,127
+98% +$4.43M ﹤0.01% 2189
2026
Q1 		$4M Buy
107,849
+4,922
+5% +$190K ﹤0.01% 2839
2025
Q4 		$3.81M Buy
102,927
+46,968
+84% +$1.75M ﹤0.01% 2792
2025
Q3 		$2.09M Buy
55,959
+22,235
+66% +$793K ﹤0.01% 3278
2025
Q2 		$1.14M Sell
33,724
-31,090
-48% -$979K ﹤0.01% 3628
2025
Q1 		$1.96M Buy
64,814
+32,354
+100% +$1.06M ﹤0.01% 2981
2024
Q4 		$1.08M Buy
+32,460
New +$1.12M ﹤0.01% 3430

Other funds holding SMIZ

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $128M AUM 22.81% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $230M AUM

LPL Financial's SMIZ Position: Q2 2026 in Review

LPL Financial increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 98% in Q2 2026, buying an estimated $4.43M and bringing the position to 213,976 shares worth $9.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

LPL Financial first reported a position in SMIZ in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold SMIZ as of Q2 2026.

  • LPL Financial held 213,976 shares of Zacks Small/Mid Cap ETF worth $9.55M as of Q2 2026.
  • LPL Financial bought 106,127 Zacks Small/Mid Cap ETF shares in Q2 2026, an estimated $4.43M.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2189 holding.
  • LPL Financial first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 73 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q2 2026.

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