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

Stifel 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 		$4.03M Buy
96,876
+19,973
+26% +$880K ﹤0.01% 1480
2025
Q4 		$3.2M Buy
76,903
+16,121
+27% +$666K ﹤0.01% 1596
2025
Q3 		$2.52M Buy
60,782
+10,604
+21% +$428K ﹤0.01% 1747
2025
Q2 		$1.88M Sell
50,178
-5,253
-9% -$180K ﹤0.01% 1889
2025
Q1 		$1.85M Sell
55,431
-569
-1% -$20.7K ﹤0.01% 1817
2024
Q4 		$2.05M Buy
+56,000
New +$2.12M ﹤0.01% 1758

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Stifel Financial's TSME Position: Q1 2026 in Review

Stifel Financial increased its Thrivent Small-Mid Cap ESG ETF (TSME) stake by 26% in Q1 2026, buying an estimated $880K and bringing the position to 96,876 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Stifel Financial first reported a position in TSME in Q4 2024 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold TSME as of Q1 2026.

  • Stifel Financial held 96,876 shares of Thrivent Small-Mid Cap ESG ETF worth $4.03M as of Q1 2026.
  • Stifel Financial bought 19,973 Thrivent Small-Mid Cap ESG ETF shares in Q1 2026, an estimated $880K.
  • Thrivent Small-Mid Cap ESG ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1480 holding.
  • Stifel Financial first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2024 and has held it in 6 quarters since.
  • 34 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.