How many shares of SMDV does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 254,825 shares of SMDV (PROSHARES TR).

What is LPL Financial LLC's SMDV position worth?

As of 2026-Q2, LPL Financial LLC's SMDV position is worth $19.6M.

In 2026-Q2, LPL Financial LLC increased their SMDV position (+3.5% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in SMDV in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in PROSHARES TR

Current Value

$19.6M

Current Shares

254,825

Total Value Change

+$12.6M

Total Shares Change

+124,864

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	254,825	+3.5%	$19.6M	0.0%	$77.03	29
2026-Q1	Decreased	246,118	-1.6%	$16.9M	0.0%	$68.41	0
2025-Q4	Decreased	250,215	-5.9%	$16.5M	0.0%	$65.37	0
2025-Q3	Decreased	265,807	-3.2%	$17.7M	0.0%	$65.39	0
2025-Q2	Increased	274,509	+4.3%	$17.9M	0.0%	$63.42	30
2025-Q1	Increased	263,225	+0.9%	$17.3M	0.0%	$63.57	28
2024-Q4	Increased	260,795	+7.6%	$17.6M	0.0%	$65.20	30
2024-Q3	Increased	242,384	+5.9%	$16.8M	0.0%	$66.21	30
2024-Q2	Increased	228,799	+10.9%	$14.2M	0.0%	$59.02	31
2024-Q1	Decreased	206,248	-24.9%	$13.2M	0.0%	$60.29	0
2023-Q4	Increased	274,535	+6.1%	$17.8M	0.0%	$60.92	30
2023-Q3	Increased	258,815	+20.2%	$14.6M	0.0%	$52.50	33
2023-Q2	Increased	215,364	+6.2%	$12.7M	0.0%	$54.48	30
2023-Q1	Increased	202,777	+11.0%	$12.4M	0.0%	$55.87	31
2022-Q4	Increased	182,682	+8.7%	$11.2M	0.0%	$55.89	30
2022-Q3	Decreased	168,022	-2.4%	$9.3M	0.0%	$50.10	0
2022-Q2	Increased	172,072	+6.9%	$10.1M	0.0%	$52.70	30
2022-Q1	Decreased	161,028	-4.1%	$10.4M	0.0%	$57.63	0
2021-Q4	Decreased	167,899	-15.2%	$11.2M	0.0%	$59.39	0
2021-Q3	Increased	198,035	+8.6%	$12.2M	0.0%	$54.37	30
2021-Q2	Decreased	182,377	-5.7%	$11.6M	0.0%	$55.79	0
2021-Q1	Increased	193,335	+3.9%	$12.6M	0.0%	$57.07	29
2020-Q4	Increased	186,142	+12.1%	$10.7M	0.0%	$49.92	31
2020-Q3	Decreased	166,038	-4.2%	$7.8M	0.0%	$40.68	0
2020-Q2	Decreased	173,364	-4.8%	$8.4M	0.0%	$41.63	0
2020-Q1	Increased	182,119	+6.7%	$8.4M	0.0%	$39.46	29
2019-Q4	Increased	170,669	+0.6%	$10.5M	0.0%	$52.40	28
2019-Q3	Increased	169,576	+3.0%	$10.1M	0.0%	$50.01	29
2019-Q2	Increased	164,550	+7.7%	$9.8M	0.0%	$49.69	30
2019-Q1	Increased	152,770	+17.6%	$8.9M	0.0%	$48.54	32
2018-Q4	First report	129,961	-	$7M	0.0%	$44.70	0

Other major holders of SMDV: MORGAN STANLEY