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
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 $1.05B AUM 19.14% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIS
Continental Investors Services Longview, Washington $106M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial's SMIZ Position: Q1 2026 in Review

LPL Financial increased its Zacks Small/Mid Cap ETF (SMIZ) stake by 4.8% in Q1 2026, buying an estimated $190K and bringing the position to 107,849 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #2839.

LPL Financial first reported a position in SMIZ in Q4 2024 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold SMIZ as of Q1 2026.

  • LPL Financial held 107,849 shares of Zacks Small/Mid Cap ETF worth $4M as of Q1 2026.
  • LPL Financial bought 4,922 Zacks Small/Mid Cap ETF shares in Q1 2026, an estimated $190K.
  • Zacks Small/Mid Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2839 holding.
  • LPL Financial first reported a position in Zacks Small/Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Zacks Small/Mid Cap ETF as of Q1 2026.

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