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Disclosery

SMLF ISHARES TR

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SHS (fund)

267 managers (270 13F filers) reported a position in SMLF shares at 2026-03-31, 36,276,103 shares in all. 30 filers opened a position and 20 filers sold out during the quarter.

Managers
267
13F filers
270
New
30
Added
121
Reduced
75
Sold out
20
Shares held by filers
36,276,103

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
FOCUSED ALPHA, LLC3,207$242K0.07%013F-HRTimeline
Traction Financial Partners, LLC3,079$232K0.14%-41813F-HRTimeline
SHP Wealth Management3,057$231K0.02%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,959$223K0.06%-97,11213F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,892$218K<0.01%new13F-HRTimelineGroup
Western Financial Corp/CA2,785$210K0.08%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,685$203K0.01%013F-HRTimeline
CENTRAL TRUST Co1,991$150K<0.01%-63513F-HRTimeline
Mosley Wealth Management1,707$127K0.06%new13F-HRTimeline
Bell Investment Advisors, Inc1,667$126K0.02%-65213F-HRTimeline
PRIVATE TRUST CO NA1,487$112K0.01%-19813F-HRTimeline
Comprehensive Financial Planning, Inc./…1,462$110K0.08%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,375$104K<0.01%+44713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,291$97.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,290$97.3K<0.01%-2,41613F-HRTimeline
Bogart Wealth, LLC1,001$75.6K<0.01%013F-HRTimeline
SYM FINANCIAL Corp929$70.1K0.01%+11413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…862$65.5K<0.01%+58613F-HRTimeline
Arax Advisory Partners847$63.9K<0.01%-1,86213F-HRTimeline
BLAIR WILLIAM & CO/IL842$63.6K<0.01%-7313F-HRTimeline
Sunbelt Securities, Inc.768$57.9K<0.01%+113F-HRTimeline
Belvedere Trading LLC735$55.5K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp656$53.3K0.04%-25113F-HR/ATimeline
MAI Capital Management602$45.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/577$43.6K<0.01%+37713F-HRTimelineGroup
Morse Asset Management, Inc550$41.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc548$41.3K<0.01%-1,55813F-HRTimeline
Allworth Financial LP537$40.5K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV518$39.1K<0.01%-913F-HRTimeline
Founders Financial Alliance, LLC503$38K0.01%+113F-HRTimeline
Glassman Wealth Services485$36.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.426$32.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC420$31.7K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC378$28.5K<0.01%013F-HRTimelineGroup
Abound Wealth Management356$26.9K0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC341$25.7K<0.01%13F-HRTimelineGroup
PITTENGER & ANDERSON INC326$24.6K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…273$20.6K<0.01%-75713F-HRTimelineGroup
Atlantic Private Wealth, LLC250$18.9K0.01%013F-HRTimeline
Triumph Capital Management242$18.3K<0.01%+9013F-HRTimeline
Root Financial Partners, LLC234$17.7K<0.01%013F-HRTimeline
Millstone Evans Group, LLC212$16K0.01%013F-HRTimeline
Parallel Advisors, LLC208$15.8K<0.01%013F-HR/ATimeline
Cherry Tree Wealth Management, LLC201$15.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc200$15.1K<0.01%new13F-HRTimeline
EASTERN BANK188$14.2K<0.01%013F-HRTimeline
HOWE & RUSLING INC185$14K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC180$13.6K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC120$9.06K<0.01%013F-HRTimeline
IFP Advisors, Inc99$7.47K<0.01%-33413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96$7.25K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.96$7.25K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC88$6.7K<0.01%-7513F-HRTimeline
Glass Jacobson Investment Advisors llc83$6.3K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…80$6.04K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.78$6K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC78$5.93K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…77$5.81K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.72$5.43K<0.01%013F-HRTimeline
Signature Resources Capital Management,…57$4.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…51$3.85K<0.01%+2513F-HRTimelineGroup
AlphaCore Capital LLC48$3.63K<0.01%013F-HRTimeline
Costello Asset Management, INC41$3.07K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division36$2.72K<0.01%+2113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8$589<0.01%-14813F-HRTimelineGroup
MATHER GROUP, LLC.7$495<0.01%new13F-HRTimeline
Atomic Invest LLC2$170<0.01%+113F-HRTimeline