How many shares of SMLF does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 1.6M shares of SMLF (ISHARES TR).

What is LPL Financial LLC's SMLF position worth?

As of 2026-Q2, LPL Financial LLC's SMLF position is worth $142M.

In 2026-Q2, LPL Financial LLC increased their SMLF position (+3.1% change in shares).

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

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

Current Value

$142M

Current Shares

1.6M

Total Value Change

+$141.1M

Total Shares Change

+1.6M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+3.1%	$142M	0.0%	$88.92	31
2026-Q1	Increased	1.5M	+11.3%	$116.6M	0.0%	$75.13	33
2025-Q4	Increased	1.4M	+17.6%	$104M	0.0%	$74.33	35
2025-Q3	Increased	1.2M	+22.6%	$87.8M	0.0%	$73.57	36
2025-Q2	Increased	963,855	+52.8%	$65.5M	0.0%	$67.02	41
2025-Q1	Increased	630,872	+31.1%	$39.2M	0.0%	$61.11	37
2024-Q4	Increased	481,412	+14.7%	$32.5M	0.0%	$66.19	33
2024-Q3	Increased	419,815	+27.6%	$27.9M	0.0%	$64.77	36
2024-Q2	Increased	329,046	+71.7%	$20.1M	0.0%	$59.54	42
2024-Q1	Increased	191,650	+185.5%	$12.2M	0.0%	$61.67	45
2023-Q4	Increased	67,126	+29.5%	$3.9M	0.0%	$56.90	34
2023-Q3	Increased	51,836	+35.9%	$2.7M	0.0%	$50.02	34
2023-Q2	Increased	38,153	+17.2%	$2M	0.0%	$51.62	30
2023-Q1	Increased	32,544	+12.0%	$1.7M	0.0%	$49.12	29
2022-Q4	Increased	29,047	+9.6%	$1.4M	0.0%	$47.42	28
2022-Q3	Increased	26,506	+4.1%	$1.2M	0.0%	$42.57	26
2022-Q2	Decreased	25,454	-9.8%	$1.2M	0.0%	$44.40	0
2022-Q1	Decreased	28,212	-23.7%	$1.5M	0.0%	$51.54	0
2021-Q4	Increased	36,970	+6.5%	$2.1M	0.0%	$54.00	28
2021-Q3	Increased	34,722	+10.4%	$1.9M	0.0%	$50.43	29
2021-Q2	Increased	31,449	+12.1%	$1.7M	0.0%	$51.33	29
2021-Q1	Increased	28,047	+2.4%	$1.5M	0.0%	$49.00	26
2020-Q4	Decreased	27,378	-16.2%	$1.3M	0.0%	$42.68	0
2020-Q3	Decreased	32,688	-13.4%	$1.2M	0.0%	$34.55	0
2020-Q2	Decreased	37,747	-20.6%	$1.3M	0.0%	$32.99	0
2020-Q1	Increased	47,555	+1.4%	$1.4M	0.0%	$27.45	26
2019-Q4	Increased	46,896	+4.8%	$2M	0.0%	$39.38	27
2019-Q3	Increased	44,732	+17.9%	$1.8M	0.0%	$36.41	30
2019-Q2	Increased	37,944	+4.2%	$1.5M	0.0%	$36.67	27
2019-Q1	Increased	36,423	+40.9%	$1.5M	0.0%	$36.37	34
2018-Q4	First report	25,860	-	$926,000	0.0%	$32.40	0