Skip to content
Disclosery

SMLF ISHARES TR

Follow

SHS (fund)

264 managers (266 13F filers) reported a position in SMLF shares at 2025-12-31, 31,048,046 shares in all. 33 filers opened a position and 14 filers sold out during the quarter.

Managers
264
13F filers
266
New
33
Added
119
Reduced
56
Sold out
14
Shares held by filers
31,048,046

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arax Advisory Partners2,709$203K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,685$201K0.01%new13F-HRTimeline
CENTRAL TRUST Co2,626$197K<0.01%-45013F-HRTimeline
Bell Investment Advisors, Inc2,319$174K0.03%+2113F-HRTimeline
AdvisorNet Financial, Inc2,106$158K0.01%-1,02013F-HRTimeline
PRIVATE TRUST CO NA1,685$126K0.01%+28213F-HRTimeline
S.A. Mason LLC1,465$110K0.04%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,459$109K0.07%+513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,291$96.7K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,190$89.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,030$77.1K<0.01%+84313F-HR/ATimelineGroup
Bogart Wealth, LLC1,001$74.9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC983$73.6K<0.01%+83113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.928$69.5K<0.01%+70713F-HRTimeline
BLAIR WILLIAM & CO/IL915$68.6K<0.01%-9913F-HRTimeline
KERR FINANCIAL PLANNING Corp907$67.9K0.09%+45413F-HR/ATimeline
SYM FINANCIAL Corp815$61K0.01%013F-HRTimeline
Sunbelt Securities, Inc.767$57.4K<0.01%-37913F-HRTimeline
MGB Wealth Management, LLC752$56.3K0.02%+53613F-HRTimeline
MAI Capital Management602$45.1K<0.01%013F-HRTimeline
Morse Asset Management, Inc550$41.2K0.01%-713F-HRTimeline
Allworth Financial LP536$40.2K<0.01%-2613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV527$39.5K<0.01%+6713F-HRTimeline
Founders Financial Alliance, LLC502$37.6K0.01%-19913F-HRTimeline
Glassman Wealth Services485$36.3K<0.01%013F-HRTimeline
IFP Advisors, Inc433$32.4K<0.01%+36213F-HRTimeline
Strategic Wealth Partners, Ltd.426$31.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC420$31.4K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC378$28.3K<0.01%013F-HRTimelineGroup
Abound Wealth Management355$26.6K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…276$20.7K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC250$18.7K0.01%013F-HRTimeline
Root Financial Partners, LLC234$17.5K<0.01%+113F-HRTimeline
Millstone Evans Group, LLC212$15.9K0.01%013F-HRTimeline
Parallel Advisors, LLC208$15.6K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$15.1K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC201$15.1K<0.01%013F-HRTimeline
EASTERN BANK188$14.1K<0.01%new13F-HRTimeline
HOWE & RUSLING INC185$13.9K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC180$13.5K0.01%013F-HRTimeline
HFM Investment Advisors, LLC163$12.2K<0.01%-713F-HRTimeline
Mendota Financial Group, LLC158$11.8K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP156$11.7K<0.01%new13F-HRTimelineGroup
Triumph Capital Management152$11.4K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners122$9.13K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC120$8.99K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…119$8.91K<0.01%013F-HRTimelineGroup
Motiv8 Investments LLC107$8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96$7.19K<0.01%-913F-HRTimelineGroup
AMERIFLEX GROUP, INC.96$7.19K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc83$6.24K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC78$6.2K<0.01%+7013F-HRTimeline
Measured Wealth Private Client Group, L…80$5.99K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.72$5.39K<0.01%013F-HRTimeline
Signature Resources Capital Management,…57$4.27K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC50$3.74K0.01%013F-HRTimeline
AlphaCore Capital LLC48$3.59K<0.01%013F-HRTimeline
Costello Asset Management, INC41$3.04K<0.01%+113F-HRTimeline
Operose Advisors LLC34$2.55K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…26$1.95K<0.01%013F-HRTimelineGroup
AFFINITY WEALTH LLC23$1.72K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division15$1.12K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd3$225<0.01%013F-HRTimeline
Atomic Invest LLC1$75<0.01%13F-HRTimeline