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Disclosery

SMLF ISHARES TR

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SHS (fund)

294 managers (300 13F filers) reported a position in SMLF shares at 2026-06-30, 38,832,613 shares in all. 45 filers opened a position and 13 filers sold out during the quarter.

Managers
294
13F filers
300
New
45
Added
122
Reduced
91
Sold out
13
Shares held by filers
38,832,613

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
HRT FINANCIAL LP3,560$317K<0.01%new13F-HRTimeline
KDK Private Wealth Management, LLC3,503$312K0.26%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,442$307K<0.01%new13F-HRTimelineGroup
TAGStone Capital, Inc.3,440$307K0.1%+4813F-HRTimeline
Aptus Capital Advisors, LLC3,429$306K<0.01%-713F-HRTimeline
Weaver Consulting Group3,352$299K0.06%new13F-HRTimeline
Veridan Wealth LLC3,340$298K0.1%-1,60013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,333$297K<0.01%-28013F-HRTimelineGroup
NewEdge Wealth, LLC3,331$297K<0.01%-52013F-HRTimeline
Traction Financial Partners, LLC3,325$296K0.16%+24613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,175$283K0.01%new13F-HRTimelineGroup
Journey Advisory Group, LLC3,158$282K0.02%-1,91913F-HRTimeline
Fortitude Advisory Group L.L.C.3,104$277K0.11%new13F-HRTimeline
Hunter Perkins Capital Management, LLC3,037$271K0.06%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,892$258K<0.01%013F-HRTimelineGroup
LWM Advisory Services, LLC2,846$254K0.45%-3,75213F-HRTimeline
Summit Financial, LLC2,812$251K<0.01%new13F-HRTimeline
Western Financial Corp/CA2,787$248K0.07%+213F-HRTimeline
Facet Wealth, Inc.2,769$247K<0.01%-48613F-HRTimeline
Arax Advisory Partners2,735$244K<0.01%+1,88813F-HRTimeline
Atria Investments, Inc2,685$239K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,685$239K0.01%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,587$231K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.2,503$223K0.01%new13F-HRTimeline
FOCUSED ALPHA, LLC2,461$219K0.06%-74613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,391$213K<0.01%+2,11813F-HRTimelineGroup
HB Wealth Management, LLC2,390$213K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC2,331$208K0.01%new13F-HRTimeline
Helium Advisors LLC2,282$203K0.17%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,265$202K0.05%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,157$192K<0.01%-2,37613F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS1,991$177K0.02%new13F-HRTimeline
Harborfront Financial Group LLC1,943$173K0.65%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,804$161K<0.01%+42913F-HRTimeline
Bell Investment Advisors, Inc1,542$137K0.02%-12513F-HRTimeline
Comprehensive Financial Planning, Inc./…1,466$131K0.07%+413F-HRTimeline
EP Wealth Advisors, LLC1,360$121K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,291$115K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,253$112K0.01%-23413F-HRTimeline
AE Wealth Management LLC1,220$109K<0.01%-7013F-HRTimeline
S.A. Mason LLC1,165$104K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,159$103K<0.01%+58213F-HRTimelineGroup
CENTRAL TRUST Co1,103$98.3K<0.01%-88813F-HRTimeline
Plante Moran Financial Advisors, LLC1,018$90.7K<0.01%new13F-HRTimeline
Bogart Wealth, LLC1,001$89.2K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL844$75.2K<0.01%+213F-HRTimeline
SYM FINANCIAL Corp815$72.6K0.01%-11413F-HRTimeline
KERR FINANCIAL PLANNING Corp657$58.5K0.07%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…657$58.3K<0.01%-20513F-HRTimeline
Qube Research & Technologies Ltd647$57.7K<0.01%new13F-HRTimeline
Mosley Wealth Management563$50.1K0.02%-1,14413F-HRTimeline
Medallion Wealth Advisors, LLC656$49.3K0.02%+23613F-HRTimeline
Morse Asset Management, Inc550$49K0.01%013F-HRTimeline
AdvisorNet Financial, Inc549$48.9K<0.01%+113F-HRTimeline
Allworth Financial LP537$47.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV519$46.3K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC504$45K0.01%+113F-HRTimeline
Glassman Wealth Services485$43.2K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC429$38.2K<0.01%+8813F-HRTimelineGroup
Strategic Wealth Partners, Ltd.426$38K<0.01%013F-HRTimeline
Abound Wealth Management357$31.8K0.01%+113F-HRTimeline
Quent Capital, LLC338$30.1K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC338$30.1K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC255$22.7K<0.01%-7113F-HRTimeline
Atlantic Private Wealth, LLC250$22.3K0.01%013F-HRTimeline
Triumph Capital Management242$21.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC212$18.9K0.01%013F-HRTimeline
Parallel Advisors, LLC209$18.7K<0.01%+113F-HRTimeline
Versant Capital Management, Inc200$17.8K<0.01%013F-HRTimeline
HOWE & RUSLING INC185$16.5K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC180$16K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners122$10.9K<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC120$10.7K<0.01%013F-HRTimeline
Caldwell Trust Co103$9.18K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96$8.56K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC88$7.87K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc84$7.46K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…82$7.31K<0.01%+513F-HRTimelineGroup
Measured Wealth Private Client Group, L…80$7.13K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.78$7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARRETT & COMPANY, INC.72$6.42K<0.01%013F-HRTimeline
IFP Advisors, Inc72$6.42K<0.01%-2713F-HRTimeline
HFM Investment Advisors, LLC72$6.34K<0.01%-1613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$5.2K<0.01%+5113F-HRTimelineGroup
Signature Resources Capital Management,…57$5.08K<0.01%013F-HRTimeline
NFSG Corp50$4.46K<0.01%new13F-HRTimeline
AlphaCore Capital LLC48$4.29K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…46$4.1K<0.01%-513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …44$3.88K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC41$3.63K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.38$3.39K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division36$3.21K<0.01%013F-HRTimeline
Community Financial Services Group, LLC18$1.6K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$357<0.01%new13F-HRTimelineGroup