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Disclosery

SMLF ISHARES TR

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SHS (fund)

193 managers (195 13F filers) reported a position in SMLF shares at 2025-03-31, 23,257,012 shares in all. 29 filers opened a position and 18 filers sold out during the quarter.

Managers
193
13F filers
195
New
29
Added
75
Reduced
56
Sold out
18
Shares held by filers
23,257,012

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FMR LLCin group FMR LLC3,719,505$231M0.01%+3,713,74713F-HRTimelineGroup
Strategic Financial Services, Inc.3,606,933$224M13.13%+32,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,880,649$117M0.03%+255,19613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,147,066$71.3M0.02%+394,12113F-HRTimelineGroup
Acropolis Investment Management, LLC837,350$52M3.09%+36,59413F-HRTimeline
LPL Financial LLC630,872$39.2M0.02%+149,46013F-HRTimeline
Ullmann Wealth Partners Group, LLC561,508$34.9M4.64%-6,56613F-HRTimeline
Financial Management Professionals, Inc.501,022$31.1M3.98%+20,10513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.479,252$29.8M<0.01%+23,52613F-HRTimelineGroup
Clearwater Capital Advisors, LLC458,173$28.5M2.75%+10,73913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co441,076$27.4M0.01%-28,41913F-HR/ATimelineGroup
Pacific Center for Financial Services403,430$25.1M6.65%-4,22113F-HRTimeline
Cornerstone Planning Group LLC399,823$23.7M5.66%+28,34713F-HRTimeline
Valmark Advisers, Inc.365,590$22.7M0.34%+31,29713F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV362,787$22.6M9.76%+10,26313F-HRTimeline
INTEGRITY ALLIANCE, LLC.330,895$20.6M0.81%+152,46413F-HRTimeline
Fox Financial, Inc282,329$17.5M16.52%+3,37013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/280,024$17.4M<0.01%+46,91713F-HRTimelineGroup
Cambridge Investment Research Advisors,…278,747$17.3M0.06%+1,32113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth274,170$17M0.04%+3,52913F-HR/ATimelineGroup
Foundations Investment Advisors, LLC256,326$15.9M0.29%new13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC253,513$15.8M6.37%+3,98513F-HRTimeline
Cetera Investment Advisers233,342$14.5M0.03%+35,73313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV208,023$12.9M0.03%-64,65713F-HRTimeline
Family Office Research LLC193,941$12.1M5.87%-9,05613F-HRTimeline
UBS Group AGin group UBS Group AG193,539$12M<0.01%+33,31713F-HRTimelineGroup
First International Bank & Trust191,796$11.9M3.77%new13F-HRTimeline
Private Advisor Group, LLC182,566$11.3M0.07%-7,46013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC177,718$11M0.2%+37,89913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173,233$10.8M<0.01%+15,37113F-HRTimelineGroup
Integrated Wealth Concepts LLC152,659$9.49M0.11%-43,07413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,441$9.48M<0.01%-26,11313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.144,217$8.96M0.14%+75,81613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC134,442$8.36M0.02%+118,97213F-HR/ATimelineGroup
Denver PWM, LLC125,466$7.8M2.81%+11,50513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.120,600$7.5M0.02%+78,34813F-HRTimelineGroup
WCG Wealth Advisors LLC120,532$7.49M0.57%+6,89713F-HR/ATimeline
Journey Advisory Group, LLC106,291$6.61M0.54%+16,94013F-HRTimeline
MML INVESTORS SERVICES, LLC104,304$6.48M0.02%+5,37313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…96,473$6M2.21%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC95,428$5.93M0.01%+13,62713F-HRTimeline
CORA CAPITAL ADVISORS LLC86,800$5.4M2.59%+1,78813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…84,819$5.27M0.05%+4713F-HRTimelineGroup
DDFG, Inc81,868$5.09M1.41%+3,45613F-HRTimeline
FMA Wealth Management, LLC75,127$5.01M3.85%-17613F-HRTimeline
Addison Advisors LLC77,787$4.84M1.32%-3,98013F-HRTimeline
GeoWealth Management, LLC75,702$4.71M0.19%-146,13513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC75,477$4.69M0.01%-1,16213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,441$4.25M<0.01%+41,16313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,380$4.19M<0.01%+12,40613F-HRTimelineGroup
GEM Asset Management, LLC66,970$4.18M2.34%-3,83613F-HRTimeline
Steward Partners Investment Advisory, L…66,573$4.14M0.04%+9913F-HRTimeline
Aspen Wealth Strategies, LLC65,200$4.05M2.66%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,602$3.95M<0.01%+33,38313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding61,621$3.83M-1,154Timeline
COZAD ASSET MANAGEMENT INC61,459$3.82M0.38%+2,97913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC59,488$3.7M0.29%-5,51313F-HRTimeline
Beirne Wealth Consulting Services, LLC58,859$3.66M1.3%-4,55713F-HRTimeline
Vista Cima Wealth Management LLC57,446$3.57M3.84%+2,87013F-HR/ATimeline
Wade Financial Advisory, Inc57,191$3.55M1.22%-1,16113F-HRTimeline
D.A. DAVIDSON & CO.54,637$3.4M0.03%+6,23713F-HRTimeline
Modern Wealth Management, LLC54,449$3.38M0.11%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,165$3.12M0.03%-1,73413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY39,490$2.45M<0.01%-71913F-HRTimelineGroup
Premier Path Wealth Partners, LLC36,424$2.26M0.35%+76113F-HRTimeline
Parkside Financial Bank & Trust36,171$2.25M0.29%+8713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,937$2.11M0.13%+30,67113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,596$2.09M0.01%+11,98813F-HRTimelineGroup
LifeGoal Investments, LLC31,448$1.95M2.11%-7,43813F-HRTimeline
MONTAG A & ASSOCIATES INC29,500$1.83M0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,242$1.82M0.05%-3,62113F-HRTimelineGroup
BKM Wealth Management, LLC28,371$1.76M0.73%-1,35213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,231$1.69M<0.01%+15,39313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.26,190$1.63M0.78%-113,15413F-HRTimeline
Perigon Wealth Management, LLC25,087$1.56M0.04%+5,36913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,484$1.52M<0.01%-57713F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC23,410$1.46M0.27%+3,66213F-HRTimeline
CWM, LLCin group CWM, LLC22,690$1.41M0.01%-85013F-HRTimelineGroup
Wharton Business Group, LLC22,125$1.38M0.06%013F-HRTimeline
J.W. COLE ADVISORS, INC.21,758$1.35M0.04%+2,39213F-HRTimeline
Weil Company, Inc.21,502$1.34M0.4%+14,89613F-HRTimeline
Cyndeo Wealth Partners, LLC20,537$1.28M0.08%+3,49613F-HRTimeline
Westover Capital Advisors, LLC20,351$1.27M0.28%-34313F-HRTimeline
Wedmont Private Capital21,170$1.22M0.06%new13F-HRTimeline
Empirical Asset Management, LLC18,687$1.16M0.4%+11613F-HRTimeline
Dynamic Wealth Strategies, LLC18,676$1.16M0.97%-18,97213F-HRTimeline
LWM Advisory Services, LLC17,883$1.11M0.77%-1,05113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,792$1.04M<0.01%-38413F-HRTimelineGroup
NewEdge Advisors, LLC16,719$1.04M0.01%+2,83213F-HRTimeline
Plancorp, LLC15,647$973K0.04%+6,09913F-HRTimeline
Flagship Private Wealth, LLC15,555$967K0.46%+2,16113F-HRTimeline
Sepio Capital, LP15,441$960K0.08%+4013F-HRTimeline
Kingsview Wealth Management, LLC14,733$916K0.02%-51813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,364$893K<0.01%+1,27113F-HRTimelineGroup
Mascagni Wealth Management, Inc.13,619$847K0.84%013F-HR/ATimeline
FOSTER & MOTLEY INC12,094$752K0.05%-1,91613F-HRTimeline
GUIDANCE CAPITAL, INC11,161$702K0.21%+4,37913F-HRTimeline
Wingate Wealth Advisors, Inc.11,172$694K0.8%+1,98513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,942$680K0.01%new13F-HRTimeline
Vantage Financial Partners, LLC10,939$680K0.17%+6,20413F-HRTimeline
Talisman Wealth Advisors LLC10,883$676K0.69%new13F-HRTimeline
Ascent Wealth Partners, LLC10,655$662K0.09%013F-HRTimeline
Good Life Advisors, LLC10,506$653K0.05%-1,42913F-HRTimeline
Advisory Services Network, LLC10,239$636K0.01%+4,77313F-HRTimeline
Atlas Legacy Advisors, LLC9,779$632K0.16%-65213F-HRTimeline
WASHINGTON TRUST Co9,999$622K0.02%013F-HRTimeline
Capital Advisors, Ltd. LLC9,229$574K0.08%+30513F-HRTimeline
Hibernia Wealth Partners, LLC8,878$552K0.39%-1713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,443$525K0.02%+6,48913F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.8,131$505K0.01%-2,27113F-HRTimeline
CHOREO, LLC7,613$473K0.01%-43413F-HRTimeline
Wealthspire Advisors, LLC7,127$443K<0.01%-92213F-HRTimeline
Farther Finance Advisors, LLC7,082$442K0.01%-113F-HRTimeline
Ergawealth Advisors, Inc.7,002$435K0.22%-10313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,982$434K0.01%+1,52313F-HRTimeline
OneDigital Investment Advisors LLC6,663$414K<0.01%-29613F-HRTimeline
Avidian Wealth Enterprises, LLC6,458$401K0.02%+1,83013F-HRTimeline
BLAIR WILLIAM & CO/IL6,236$388K<0.01%-39013F-HRTimeline
Sigma Planning Corp6,215$386K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.6,203$386K<0.01%+84613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,159$383K0.08%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,021$374K0.02%013F-HRTimelineGroup
Destiny Wealth Partners, LLC5,881$366K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,862$364K<0.01%013F-HR/ATimelineGroup
Redwood Financial Network Corp5,837$363K0.28%+2,12613F-HRTimeline
CHANNEL WEALTH LLC5,800$361K0.11%+92813F-HRTimeline
Ground Swell Capital, LLC5,506$342K0.78%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,326$331K<0.01%+29113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,289$329K<0.01%-52313F-HRTimelineGroup
DIVERSIFIED TRUST CO5,270$328K0.01%013F-HRTimeline
Independent Advisor Alliance5,228$325K0.01%new13F-HRTimeline
Wescott Financial Advisory Group, LLC5,049$314K0.03%-2,81113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,007$311K<0.01%-2,71213F-HRTimelineGroup
Brookwood Investment Group LLC4,881$303K0.05%13F-HRTimeline
Aurora Private Wealth, Inc.4,490$279K0.22%new13F-HR/ATimeline
Edge Financial Advisors LLC4,338$270K0.17%+1213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,283$266K0Timeline
Aptus Capital Advisors, LLC4,149$258K<0.01%-1,24813F-HRTimeline
Tranquility Partners, LLC3,924$244K0.09%-21213F-HRTimeline
Veridan Wealth LLC3,726$232K0.1%-76213F-HRTimeline
HighTower Advisors, LLC3,579$222K<0.01%+45913F-HRTimeline
Western Financial Corp/CA3,571$222K0.13%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,564$222K<0.01%-14,92913F-HRTimelineGroup
KDK Private Wealth Management, LLC3,503$218K0.25%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,401$211K<0.01%+68413F-HRTimeline
AdvisorNet Financial, Inc3,385$210K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,885$209K<0.01%013F-HR/ATimelineGroup
Maia Wealth LLC3,555$207K0.05%new13F-HRTimeline
GWN SECURITIES INC.3,234$201K0.01%new13F-HRTimeline
COMERICA BANK2,349$146K<0.01%+1,16413F-HRTimeline
AMERIFLEX GROUP, INC.2,024$126K0.05%013F-HRTimeline
S.A. Mason LLC1,465$91.1K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,418$88.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.1,367$85K<0.01%013F-HRTimeline
SYM FINANCIAL Corp1,231$76.5K0.01%-14213F-HRTimeline
PRIVATE TRUST CO NA1,187$73.8K0.01%+53113F-HRTimeline
Bogart Wealth, LLC1,001$62.2K<0.01%013F-HRTimeline
Allworth Financial LP817$49.5K<0.01%-7113F-HRTimeline
CENTRAL TRUST Co753$46.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC698$43.4K0.01%+113F-HRTimeline
MAI Capital Management616$38.3K<0.01%013F-HRTimeline
Morse Asset Management, Inc569$35.4K0.01%013F-HRTimeline
Olde Wealth Management, LLC566$35K0.01%new13F-HRTimeline
Signature Resources Capital Management,…548$34.1K0.03%013F-HRTimeline
Glassman Wealth Services485$30.1K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management454$28.2K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners440$27.4K<0.01%-113F-HRTimelineGroup
Medallion Wealth Advisors, LLC420$26.2K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC378$23.5K<0.01%013F-HRTimelineGroup
Abound Wealth Management341$21.2K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS250$15.5K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC220$14.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC221$13.7K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC216$13.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC212$13.2K0.01%013F-HRTimeline
HOWE & RUSLING INC185$11.5K<0.01%-2813F-HRTimeline
WOLFF WIESE MAGANA LLC180$11.2K0.01%013F-HRTimeline
HFM Investment Advisors, LLC168$10.4K0.01%13F-HRTimeline
Mendota Financial Group, LLC158$9.82K0.01%-59813F-HRTimeline
Integrity Financial Corp /WA142$8.83K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.90$5.57K<0.01%new13F-HRTimeline
Larson Financial Group LLC88$5.47K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.72$4.48K<0.01%013F-HRTimeline
IFP Advisors, Inc71$4.41K<0.01%013F-HRTimeline
Painted Porch Advisors LLC65$4.04K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC58$3.6K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.51$3.17K<0.01%-513F-HRTimeline
REDMONT WEALTH ADVISORS LLC50$3.11K0.01%new13F-HRTimeline
AlphaCore Capital LLC48$2.96K<0.01%new13F-HRTimeline
Costello Asset Management, INC40$2.5K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC24$1.48K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Ball & Co Wealth Management Inc.0$00%-40,65913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.