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Disclosery

SMIN ISHARES TR

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ETF (fund)

110 managers (110 13F filers) reported a position in SMIN shares at 2026-03-31, 5,448,306 shares in all. 8 filers opened a position and 25 filers sold out during the quarter.

Managers
110
13F filers
110
New
8
Added
32
Reduced
42
Sold out
25
Shares held by filers
5,448,306

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ALLIANCEBERNSTEIN L.P.1,004,740$70.2M0.02%-37,51413F-HRTimeline
Hillsdale Investment Management Inc.514,118$30.8M0.84%+17,00013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC471,654$28.3M0.35%+12,67713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources446,444$26.8M0.01%-17,91013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/397,292$23.8M<0.01%+89,53513F-HRTimelineGroup
Man Group plcin group Man Group plc374,979$22.5M0.05%+62,11513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC310,485$18.6M<0.01%-100,23113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY262,083$15.7M<0.01%-38,91813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…193,631$11.6M0.02%+177,59513F-HRTimelineGroup
Crumly & Associates Inc.187,763$11.3M2.37%+81,93213F-HRTimeline
Mainsail Financial Group, LLC123,095$7.38M3.08%+27,79813F-HRTimeline
Informed Momentum Co LLC104,949$6.29M0.73%+6,09213F-HRTimeline
LPL Financial LLC104,640$6.27M<0.01%-6,86213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC85,202$5.11M<0.01%-31,85613F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc67,461$4.04M0.01%-8,04113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO67,432$4.04M<0.01%+7,95613F-HRTimelineGroup
Leibman Financial Services, Inc.51,900$3.11M2.28%+3,24413F-HRTimeline
Highland Financial Advisors, LLC41,233$2.47M0.65%+1,73713F-HRTimeline
UBS Group AGin group UBS Group AG40,330$2.42M<0.01%-21,84213F-HRTimelineGroup
Summit Financial, LLC39,316$2.36M0.03%-87713F-HRTimeline
OLD MISSION CAPITAL LLC38,841$2.33M0.06%-69,66313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,724$2.26M<0.01%-12,36113F-HRTimelineGroup
626 Financial, LLC34,602$2.07M0.93%-2,71313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,598$1.89M<0.01%+6,61413F-HR/ATimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV21,491$1.29M0.23%+1,29413F-HRTimeline
MANNING & NAPIER ADVISORS LLC20,474$1.23M0.02%-2,84113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,722$1.23M<0.01%-5,20413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,151$1.21M<0.01%+3,32113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,755$1.18M<0.01%+3,30713F-HRTimelineGroup
VestGen Advisors, LLC16,219$1.07M0.03%-25,83213F-HRTimeline
HighTower Advisors, LLC16,972$1.02M<0.01%+8913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise15,343$912K0.03%-14,65713F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,237$854K0.01%-69913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,112$846K<0.01%-21,15713F-HRTimelineGroup
Wealthfront Advisers LLC13,727$823K<0.01%-2,16913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc13,450$779K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC11,345$680K0.02%+44013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,343$680K<0.01%+4,96513F-HRTimelineGroup
Texas Yale Capital Corp.11,092$665K0.02%-81013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,335$653K<0.01%+1,97513F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,436$626K<0.01%-47613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,340$560K<0.01%-42513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,268$556K<0.01%+37113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,217$553K<0.01%+71513F-HRTimeline
Arax Advisory Partners7,168$430K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding7,170$430K-25,031Timeline
Cetera Investment Advisers6,913$414K<0.01%-26213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P6,893$413K<0.01%+1,28813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC6,387$383K0.02%-19213F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5,892$353K<0.01%013F-HRTimeline
McAdam, LLC5,775$346K0.02%+2,31513F-HRTimeline
HRT FINANCIAL LP5,656$339K<0.01%+33113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,630$338K0.06%+82013F-HRTimeline
Creative Planningin group Creative Planning5,499$330K<0.01%-3,19013F-HRTimelineGroup
Blue Trust, Inc.5,318$319K<0.01%-54213F-HRTimeline
Knollwood Investment Advisory, LLC5,000$300K0.03%013F-HRTimeline
Westerkirk Capital Inc.4,998$300K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.4,899$294K0.01%013F-HRTimeline
National Philanthropic Trust4,271$256K<0.01%+1,10713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,080$245K<0.01%-5013F-HRTimelineGroup
WESBANCO BANK INC3,893$233K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,625$217K<0.01%-1,20413F-HRTimeline
SAX WEALTH ADVISORS, LLC2,986$209K0.01%013F-HRTimeline
Grey Ledge Advisors, LLC3,400$204K0.05%-17413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,830$170K<0.01%+19413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,780$167K<0.01%+1,40513F-HR/ATimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.2,003$120K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,898$114K<0.01%-6313F-HRTimelineGroup
FMR LLCin group FMR LLC1,837$110K<0.01%-26613F-HRTimelineGroup
IFP Advisors, Inc1,100$66K<0.01%+50013F-HRTimeline
BLAIR WILLIAM & CO/IL1,099$65.9K<0.01%-13513F-HRTimeline
Finley Financial, LLC930$55.8K0.03%+63013F-HRTimeline
BARD ASSOCIATES INC875$52.5K0.01%013F-HRTimeline
Van Berkom & Associates Inc.737$44K<0.01%-60013F-HR/ATimeline
Advisory Services Network, LLC626$37.5K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC615$36.9K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…578$34.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…517$31K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…501$30K<0.01%-128,11113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC450$27K<0.01%-41013F-HRTimeline
Farther Finance Advisors, LLC424$25.7K<0.01%-14113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC400$24K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC383$22.9K<0.01%-3413F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/365$21.7K<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC304$18.2K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…280$16.8K<0.01%+3013F-HRTimeline
Allworth Financial LP227$13.6K<0.01%013F-HRTimeline
Larson Financial Group LLC200$12K<0.01%013F-HRTimeline
Sankala Group LLC197$11.6K0.01%013F-HRTimeline
AlphaCore Capital LLC131$7.83K<0.01%-15013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC129$7.74K<0.01%-51513F-HRTimelineGroup
Parallel Advisors, LLC125$7.5K<0.01%013F-HR/ATimeline
AE Wealth Management LLC122$7.34K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.88$5.28K<0.01%+1513F-HRTimeline
SIMPLEX TRADING, LLC80$4.8K<0.01%-2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55$3.28K<0.01%013F-HRTimeline
Realta Investment Advisors54$3.27K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC53$3.18K<0.01%-1313F-HRTimeline
BARRETT & COMPANY, INC.50$3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC50$3K<0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC41$2.46K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.34$2.04K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28$2K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27$1.62K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26$1.56K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.15$899<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15$899<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.12$720<0.01%new13F-HRTimeline
MAI Capital Management11$660<0.01%013F-HRTimeline
Copia Wealth Management10$600<0.01%013F-HRTimeline