LPL Financial’s Bushido Capital US Equity ETF SMRI Stock Holding History

LPL Financial’s Portfolio SMRI Stock Details SMRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$425K	Buy	+9,512	New	+$434K	﹤0.01%	5233

Other funds holding SMRI

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Northeast Investment Management Boston, Massachusetts $2.79B AUM 21.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return

LPL Financial's SMRI Position: Q3 2026 in Review

LPL Financial opened a new position in Bushido Capital US Equity ETF (SMRI) in Q3 2026: 9,512 shares worth $425K. The stake represents ﹤0.01% of the portfolio and ranks #5233 among its holdings.

9 funds tracked by Wall St. Rank hold SMRI as of Q3 2026.

LPL Financial held 9,512 shares of Bushido Capital US Equity ETF worth $425K as of Q3 2026.
Bushido Capital US Equity ETF was a new LPL Financial position in Q3 2026.
Bushido Capital US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5233 holding.
9 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.