Back to LPL Financial LLC LPL Financial LLC

SMIZSMIZ
7 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ZACKS SMALL/MID CAP ETF

LPL Financial LLC holds 213,976 shares of SMIZ (ZACKS SMALL/MID CAP ETF), worth $9.5M as of 2026-Q2. The position was increased (+98.4% shares). SMIZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$9.5M

Current Shares

213,976

Total Value Change

+$8.5M

Total Shares Change

+181,516

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
213,976
+98.4%
$9.5M0.0%$44.62
44
2026-Q1
Increased
107,849
+4.8%
$4M0.0%$38.65
28
2025-Q4
Increased
102,927
+83.9%
$3.8M0.0%$37.44
41
2025-Q3
Increased
55,959
+65.9%
$2.1M0.0%$37.07
38
2025-Q2
Decreased
33,724
-48.0%
$1.1M0.0%$33.59
0
2025-Q1
Increased
64,814
+99.7%
$2M0.0%$30.07
42
2024-Q4
New
32,460
-
$1.1M0.0%$33.04
35

Other major holders of SMIZ: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC, TRUIST FINANCIAL CORP, Creative Planning

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used