LPL Financial
TSME icon

LPL Financial’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

LPL Financial’s Portfolio TSME Stock Details TSME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.48M Buy
131,786
+82,113
+165% +$3.62M ﹤0.01% 2540
2025
Q4 		$2.07M Buy
49,673
+37,431
+306% +$1.55M ﹤0.01% 3387
2025
Q3 		$508K Buy
12,242
+4,530
+59% +$183K ﹤0.01% 4608
2025
Q2 		$288K Buy
7,712
+1,458
+23% +$50.1K ﹤0.01% 4798
2025
Q1 		$208K Sell
6,254
-2,248
-26% -$81.6K ﹤0.01% 4847
2024
Q4 		$312K Hold
8,502
– – ﹤0.01% 4495
2024
Q3 		$311K Buy
+8,502
New +$294K ﹤0.01% 4400
2024
Q2 		– Sell
-5,923
Closed -$205K – 5141
2024
Q1 		$205K Buy
+5,923
New +$188K ﹤0.01% 4490

Other funds holding TSME

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial's TSME Position: Q1 2026 in Review

LPL Financial increased its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 165% in Q1 2026, buying an estimated $3.62M and bringing the position to 131,786 shares worth $5.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

LPL Financial first reported a position in TSME in Q1 2024 and has held it in 8 quarters since. 34 funds tracked by Wall St. Rank hold TSME as of Q1 2026.

  • LPL Financial held 131,786 shares of Thrivent Small-Mid Cap ESG ETF worth $5.48M as of Q1 2026.
  • LPL Financial bought 82,113 Thrivent Small-Mid Cap ESG ETF shares in Q1 2026, an estimated $3.62M.
  • Thrivent Small-Mid Cap ESG ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2540 holding.
  • LPL Financial first reported a position in Thrivent Small-Mid Cap ESG ETF in Q1 2024 and has held it in 8 quarters since.
  • 34 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2026.

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