Skip to content
Disclosery

SMIN ISHARES TR

Follow

ETF (fund)

116 managers (116 13F filers) reported a position in SMIN shares at 2026-06-30, 6,782,304 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
116
13F filers
116
New
16
Added
37
Reduced
32
Sold out
11
Shares held by filers
6,782,304

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,076,243$76.1M0.02%+971,60313F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,078,987$64.7M0.02%+74,24713F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC542,849$38.4M0.42%+71,19513F-HRTimeline
Informed Momentum Co LLC504,854$35.7M3.18%+399,90513F-HRTimeline
Hillsdale Investment Management Inc.471,671$33.4M0.76%-42,44713F-HRTimeline
Man Group plcin group Man Group plc348,444$24.6M0.05%-26,53513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC310,444$22M<0.01%-4113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/289,080$20.4M<0.01%-108,21213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY278,711$19.7M<0.01%+16,62813F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…255,005$18M0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources209,168$14.8M<0.01%-237,27613F-HRTimelineGroup
Crumly & Associates Inc.191,179$13.5M2.59%+3,41613F-HRTimeline
Mainsail Financial Group, LLC147,167$10.4M3.54%+24,07213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO99,446$7.03M0.01%+32,01413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC76,445$5.41M<0.01%-8,75713F-HRTimelineGroup
UBS Group AGin group UBS Group AG64,001$4.53M<0.01%+23,67113F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc63,806$4.51M0.01%-3,65513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC61,317$4.3M<0.01%+40,59513F-HRTimelineGroup
Highland Financial Advisors, LLC56,378$3.99M0.88%+15,14513F-HRTimeline
Leibman Financial Services, Inc.54,262$3.84M2.55%+2,36213F-HRTimeline
626 Financial, LLC38,514$2.72M1.07%+3,91213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,796$2.67M<0.01%+7213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,173$2.49M<0.01%-158,45813F-HRTimelineGroup
Orion Porfolio Solutions, LLC28,688$2.03M0.02%+14,45113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,747$1.96M<0.01%-3,85113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,436$1.66M<0.01%+3,28513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,541$1.52M<0.01%+1,78613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,528$1.38M<0.01%+5,41613F-HRTimelineGroup
VestGen Advisors, LLC18,862$1.33M0.04%+2,64313F-HRTimeline
FLOW TRADERS U.S. LLC17,615$1.25M0.05%new13F-HRTimeline
HighTower Advisors, LLC16,752$1.18M<0.01%-22013F-HRTimeline
Cresset Asset Management, LLC16,645$1.18M<0.01%new13F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC15,592$1.1M<0.01%+9,70013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,343$1.07M0.06%013F-HRTimelineGroup
Integrated Wealth Concepts LLC14,674$1.04M0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC13,466$952K0.01%-7,00813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc13,450$951K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.12,828$907K0.01%+7,51013F-HRTimeline
Wealthfront Advisers LLC12,031$851K<0.01%-1,69613F-HRTimeline
MML INVESTORS SERVICES, LLC9,648$682K<0.01%+43113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,643$682K<0.01%+37513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,198$651K<0.01%-13713F-HRTimelineGroup
Belpointe Asset Management LLC8,564$606K0.02%-2,78113F-HRTimeline
Cambridge Investment Research Advisors,…8,483$600K<0.01%-1,95313F-HR/ATimeline
Creative Planningin group Creative Planning7,634$540K<0.01%+2,13513F-HRTimelineGroup
WESBANCO BANK INC7,593$537K0.01%+3,70013F-HRTimeline
Arax Advisory Partners6,864$485K<0.01%-30413F-HRTimeline
OLD MISSION CAPITAL LLC6,823$483K0.01%-32,01813F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,385$452K0.02%-213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,962$422K<0.01%-1,20813F-HRTimelineGroup
Cetera Investment Advisers5,805$411K<0.01%-1,10813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,642$399K<0.01%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,630$398K0.06%013F-HRTimeline
OneDigital Investment Advisors LLC5,594$396K<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,351$378K<0.01%-5,99213F-HRTimelineGroup
McAdam, LLC5,084$360K0.01%-69113F-HRTimeline
Knollwood Investment Advisory, LLC5,000$354K0.03%013F-HRTimeline
Westerkirk Capital Inc.4,998$354K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.4,899$347K0.01%013F-HRTimeline
Texas Yale Capital Corp.4,425$313K0.01%-6,66713F-HRTimeline
National Philanthropic Trust4,271$302K<0.01%013F-HRTimeline
Global Retirement Partners, LLC4,242$300K<0.01%13F-HRTimeline
Summit Financial, LLC4,067$288K<0.01%-35,24913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,997$283K<0.01%-5,34313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,865$273K<0.01%-21513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,736$264K<0.01%+95613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,329$235K<0.01%-29613F-HRTimeline
Grey Ledge Advisors, LLC3,205$227K0.05%-19513F-HRTimeline
180 WEALTH ADVISORS, LLC3,081$218K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,061$217K<0.01%+23113F-HRTimelineGroup
Perigon Wealth Management, LLC3,017$213K<0.01%new13F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,860$202K0.03%new13F-HRTimeline
IFG Advisory, LLC2,617$185K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,003$142K0.02%013F-HRTimeline
FMR LLCin group FMR LLC1,982$140K<0.01%+14513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,898$134K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,700$120K<0.01%+60013F-HRTimeline
BLAIR WILLIAM & CO/IL1,188$84K<0.01%+8913F-HRTimeline
Finley Financial, LLC1,130$79.9K0.03%+20013F-HRTimeline
Highland Investment Advisors LLC916$64.8K0.03%13F-HRTimeline
BARD ASSOCIATES INC875$61.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…785$55.5K<0.01%+20713F-HRTimeline
PRIVATE TRUST CO NA636$45K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC615$43.5K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…524$37K<0.01%+713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…485$34.3K<0.01%-1613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC400$28.3K<0.01%-5013F-HRTimeline
NewEdge Advisors, LLC383$27.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/365$25.6K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC304$21.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC279$19.7K<0.01%-14513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC257$18.2K<0.01%+12813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…250$17.7K<0.01%-3013F-HRTimeline
Allworth Financial LP227$16.1K<0.01%013F-HRTimeline
Larson Financial Group LLC200$14.1K<0.01%013F-HRTimeline
Sankala Group LLC197$14.1K0.01%013F-HRTimeline
AlphaCore Capital LLC131$9.24K<0.01%013F-HRTimeline
Parallel Advisors, LLC125$8.84K<0.01%013F-HRTimeline
AE Wealth Management LLC122$8.66K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.88$6.18K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC85$6.01K<0.01%+4413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV55$3.87K<0.01%013F-HRTimeline
Realta Investment Advisors54$3.85K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC53$3.75K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.52$3.68K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.40$2.83K<0.01%+2813F-HRTimeline
HARBOUR INVESTMENTS, INC.38$2.69K<0.01%+2313F-HRTimeline
Westside Investment Management, Inc.34$2.4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28$2K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26$1.84K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management15$1.06K<0.01%013F-HRTimelineGroup
Tidemark, LLC15$1.06K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners12$849<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$707<0.01%new13F-HRTimelineGroup
Copia Wealth Management10$707<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$71<0.01%new13F-HRTimelineGroup