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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
Strategic Financial Services, Inc.3,836,442$290M13.79%+25,60213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,968,821$224M0.04%+639,87813F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,584,398$195M0.03%+2,159,51013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,986,402$150M0.03%-421,73613F-HR/ATimelineGroup
Advance Capital Management, Inc.1,545,786$117M4.42%new13F-HRTimeline
LPL Financial LLC1,544,842$117M0.03%+156,30113F-HRTimeline
Valmark Advisers, Inc.1,334,635$101M1.2%+123,23413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,002,137$75.7M0.01%-712,22213F-HRTimelineGroup
Acropolis Investment Management, LLC979,045$73.9M3.27%+10,41513F-HRTimeline
FMR LLCin group FMR LLC782,568$59.1M<0.01%+361,36913F-HRTimelineGroup
Cetera Investment Advisers753,749$56.9M0.06%+88,66713F-HRTimeline
Modern Wealth Management, LLC733,974$55.8M0.96%+228,29213F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC667,125$50.4M0.43%013F-HRTimeline
HighTower Advisors, LLC591,028$44.6M0.05%+28,88513F-HRTimeline
Annex Advisory Services, LLC560,961$42.3M0.79%new13F-HRTimeline
Financial Management Professionals, Inc.523,190$39.5M4.43%+6,05013F-HRTimeline
Cornerstone Planning Group LLC471,147$39.3M5.24%+37,56113F-HRTimeline
Clearwater Capital Advisors, LLC479,209$36.2M2.92%+11,20413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.439,803$33.2M<0.01%-29,80113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC432,829$32.7M3.39%-5,22313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC393,318$29.7M0.01%+105,10413F-HRTimelineGroup
Pacific Center for Financial Services378,287$28.6M7.24%-20,43213F-HRTimeline
Cambridge Investment Research Advisors,…378,209$28.6M0.07%+31,47713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC325,311$24.6M0.03%+95,10013F-HRTimeline
River Wealth Advisors LLC317,974$24M2.76%-42,59213F-HRTimeline
Madison Wealth Partners, Inc304,934$23M3.67%+1,16813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…292,422$22.1M0.01%+78,28013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.291,498$22M0.03%+3,48513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth289,889$22M0.02%-10,65913F-HRTimelineGroup
Fox Financial, Inc283,376$21.4M17.46%+1,07713F-HRTimeline
Private Advisor Group, LLC274,728$20.7M0.1%+3,24013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC266,288$20.1M6.16%+4,47513F-HRTimeline
INTEGRITY ALLIANCE, LLC.260,869$19.7M0.75%+20,96913F-HRTimeline
Systelligence, LLC217,574$16.4M3.19%+53,41613F-HRTimeline
UBS Group AGgroup of 2 filers holding216,380$16.3M+56,792Timeline
MORGAN STANLEYin group MORGAN STANLEY214,680$16.2M<0.01%+49,30213F-HRTimelineGroup
Family Office Research LLC205,416$15.5M6.74%+2,33713F-HRTimeline
YHB Investment Advisors, Inc.189,835$14.3M1.03%+54,82913F-HRTimeline
Beacon Pointe Advisors, LLC187,947$14.2M0.08%+40,08013F-HRTimeline
Geneos Wealth Management Inc.180,534$13.6M0.32%+21,71013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP178,607$13.5M0.17%+36,43213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC166,740$12.6M0.1%-28,17713F-HRTimeline
AssuredPartners Investment Advisors, LLC163,184$12.5M1.36%new13F-HRTimeline
Janney Montgomery Scott LLC160,575$12.1M0.03%-4,79413F-HRTimeline
PTM WEALTH MANAGEMENT, LLC151,580$11.6M6.15%-28,85713F-HRTimeline
AllGen Financial Advisors, Inc.153,712$11.6M2.75%new13F-HRTimeline
WCG Wealth Advisors LLC150,336$11.3M0.32%+3,99613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV149,751$11.3M0.02%-14,34013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.147,708$11.2M0.13%+8,86013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC147,628$11.1M0.03%-9,78513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC146,252$11M0.59%-2,80913F-HRTimeline
Integrated Wealth Concepts LLC135,945$10.3M0.08%+127,64113F-HRTimeline
Wealth Enhancement Trust Services, Inc.134,722$10.2M1.23%-7,24213F-HRTimeline
TRB Wealth Management, LLC126,394$9.54M1.36%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO128,752$9.41M<0.01%+2,44113F-HR/ATimelineGroup
Denver PWM, LLC103,774$8.71M2.99%-27,67613F-HRTimeline
COZAD ASSET MANAGEMENT INC114,953$8.68M0.68%+13,20413F-HRTimeline
Weil Company, Inc.110,092$8.31M1.87%+33,48213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,369$7.95M0.01%+1,58713F-HRTimelineGroup
FLC Capital Advisors103,033$7.78M1.41%+3,85413F-HRTimeline
Wingate Wealth Advisors, Inc.101,427$7.66M4.09%+7,76213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC92,470$6.98M1.17%+63,01313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC89,691$6.77M0.05%+40,21713F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC89,134$6.73M2.23%+35213F-HRTimeline
DDFG, Inc86,319$6.52M1.4%+80313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …85,300$6.44M0.13%+1,93113F-HRTimelineGroup
D.A. DAVIDSON & CO.84,557$6.38M0.04%+1,63813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC79,460$6M0.02%+20,89313F-HRTimelineGroup
GeoWealth Management, LLC76,559$5.78M0.21%+2,14013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…76,587$5.78M0.04%+2,64513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC76,349$5.77M0.01%+2,68113F-HRTimelineGroup
FMA Wealth Management, LLC75,911$5.73M3.81%+7913F-HRTimeline
Aspen Wealth Strategies, LLC74,585$5.63M3.03%+20213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,882$5.43M<0.01%+2,35213F-HRTimelineGroup
Addison Advisors LLC71,659$5.41M1.2%-2,44213F-HRTimeline
GEM Asset Management, LLC70,404$5.31M2.35%+63613F-HRTimeline
Steward Partners Investment Advisory, L…68,510$5.17M0.03%-3,85613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,223$5.11M0.03%+6,29813F-HRTimelineGroup
Farther Finance Advisors, LLC65,494$4.98M0.05%-3,38213F-HRTimeline
&PARTNERS61,804$4.67M0.02%+36,30713F-HRTimeline
Beirne Wealth Consulting Services, LLC59,996$4.53M1.28%-2,46013F-HRTimeline
Vista Cima Wealth Management LLC59,707$4.51M4.45%-3,68613F-HRTimeline
Santori & Peters, Inc.56,726$4.28M1.33%+44313F-HRTimeline
Live Oak Investment Partners55,200$4.17M2.46%+1,06413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding54,164$4.09M-1,814Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,539$3.97M<0.01%+3,27013F-HRTimelineGroup
Perigon Wealth Management, LLC51,582$3.89M0.07%+11,12813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC51,125$3.86M0.23%+8,33113F-HRTimeline
Tyche Wealth Partners LLC49,295$3.72M0.57%+13,43813F-HRTimeline
Williams Financial, LLC48,526$3.66M2.13%-12913F-HRTimeline
Mariner, LLCin group Mariner, LLC48,367$3.65M<0.01%+2,65913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,223$3.56M0.01%-247,37113F-HRTimelineGroup
NOVEM GROUP47,175$3.56M0.41%-63513F-HRTimeline
NewEdge Advisors, LLC45,069$3.4M0.01%+19,10913F-HR/ATimeline
Flagship Private Wealth, LLC44,812$3.38M1.37%-3,23313F-HRTimeline
Ascent Wealth Partners, LLC42,316$3.19M0.37%+31,44513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC38,051$2.87M0.08%-6,23113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC37,342$2.82M0.2%-2,37513F-HRTimeline
Parkside Financial Bank & Trust36,573$2.76M0.21%+8713F-HRTimeline
Harbor Asset Planning, Inc.34,167$2.58M2.17%-1,74813F-HRTimeline
Premier Path Wealth Partners, LLC33,065$2.5M0.33%-4,46613F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT30,437$2.28M2.89%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,106$2.27M0.03%+54513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC29,500$2.23M0.1%013F-HRTimeline
Elevate Capital Advisors, LLC29,477$2.23M1.44%+20,76813F-HRTimeline
Redhawk Wealth Advisors, Inc.28,510$2.15M0.24%-12,44213F-HRTimeline
BFI Wealth Solutions, LLC27,957$2.14M2.05%-19313F-HRTimeline
Talisman Wealth Advisors LLC28,136$2.12M1.71%+6,59713F-HRTimeline
Goldstone Financial Group, LLC27,133$2.05M0.22%new13F-HRTimeline
GUIDANCE CAPITAL, INC22,813$1.9M0.43%+3,41813F-HRTimeline
Advisory Services Network, LLC24,969$1.88M0.03%+6,95813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…24,299$1.83M0.05%new13F-HRTimelineGroup
Meridian Wealth Management, LLC23,901$1.8M0.06%new13F-HRTimeline
Frontier Asset Management, LLC23,836$1.8M0.38%new13F-HRTimeline
Empirical Asset Management, LLC23,526$1.78M0.47%-1,86313F-HRTimeline
Signal Advisors Wealth, LLC23,268$1.76M0.12%new13F-HRTimeline
Cyndeo Wealth Partners, LLC23,266$1.76M0.09%+45713F-HRTimeline
Hibernia Wealth Partners, LLC23,027$1.74M0.51%+2413F-HRTimeline
Axiom Financial Strategies, LLC22,741$1.72M0.6%+12,55313F-HRTimeline
Pallas Capital Advisors LLC22,531$1.7M0.06%-3,58213F-HRTimeline
Dynamic Wealth Strategies, LLC22,314$1.68M0.97%+36113F-HRTimeline
Wedmont Private Capital21,170$1.66M0.05%013F-HRTimeline
RED REEF ADVISORS LLC21,816$1.65M1.72%+63813F-HRTimeline
Wharton Business Group, LLC21,700$1.64M0.06%-3013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,270$1.61M<0.01%-31513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,049$1.6M<0.01%-7,06613F-HRTimeline
LaSalle St. Investment Advisors, LLC20,525$1.55M0.22%+2,56113F-HRTimeline
Westover Capital Advisors, LLC19,885$1.5M0.28%-8413F-HRTimeline
INTEGRATED WEALTHCARE, LLC19,637$1.48M1.24%+25713F-HRTimeline
J.W. COLE ADVISORS, INC.18,587$1.4M0.05%+2613F-HRTimeline
CWM, LLCin group CWM, LLC17,880$1.35M<0.01%-3,89313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC16,792$1.27M<0.01%013F-HRTimelineGroup
Kingsview Wealth Management, LLC14,529$1.1M0.01%+72713F-HRTimeline
Plancorp, LLC13,293$1.04M0.03%-1,83313F-HRTimeline
Atlas Legacy Advisors, LLC13,119$990K0.18%+58513F-HRTimeline
Integrity Advisory Solutions, LLC12,397$936K0.12%+1,04613F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC12,367$934K0.45%-2,98413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.12,103$914K0.34%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,833$893K<0.01%-5,01013F-HRTimelineGroup
Redwood Financial Network Corp11,549$872K0.57%+1,11913F-HRTimeline
Cassilly Financial Group LLC11,514$869K0.75%+12713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,466$866K0.04%+1,52913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,276$851K<0.01%-37,60413F-HRTimelineGroup
Sigma Planning Corp10,830$818K0.02%+1,79713F-HRTimeline
Thayer Financial, L.L.C.10,575$798K0.81%+44813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,359$782K0.01%+17513F-HRTimelineGroup
Capital Advisors, Ltd. LLC9,996$755K0.09%+91113F-HRTimeline
WASHINGTON TRUST Co9,989$754K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,900$747K0.01%new13F-HRTimelineGroup
FOSTER & MOTLEY INC9,559$722K0.04%-64013F-HRTimeline
BAM Wealth Management, LLC9,435$712K0.53%new13F-HRTimeline
RHS Financial, LLC9,015$681K0.32%+1,65913F-HRTimeline
Park Place Capital Corp8,932$674K0.14%+2313F-HRTimeline
BKM Wealth Management, LLC8,805$665K0.24%-86513F-HRTimeline
LifeGoal Investments, LLC8,405$639K0.37%-1513F-HRTimeline
Creative Planningin group Creative Planning8,186$618K<0.01%+113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,910$597K0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC7,225$545K<0.01%+213F-HRTimeline
OneDigital Investment Advisors LLC6,681$504K<0.01%+413F-HRTimeline
Avidian Wealth Enterprises, LLC6,635$501K0.02%+5213F-HRTimeline
LWM Advisory Services, LLC6,598$498K0.53%-13,47313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,367$481K<0.01%+78613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,287$475K0.02%-30013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,172$466K0.04%-41813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS6,021$455K0.02%013F-HRTimelineGroup
Destiny Wealth Partners, LLC5,881$444K0.05%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,640$426K0.1%+2,18013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,424$409K0.01%-52013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,373$406K<0.01%-53813F-HRTimeline
Ergawealth Advisors, Inc.5,252$396K0.18%-213F-HRTimeline
Members Trust Co5,149$389K0.01%013F-HRTimeline
Journey Advisory Group, LLC5,077$383K0.03%-4,63313F-HRTimeline
Veridan Wealth LLC4,940$373K0.14%+1,34213F-HRTimeline
Mascagni Wealth Management, Inc.4,859$367K0.26%+1,10713F-HRTimeline
Capital Square, LLC4,413$363K0.17%+1,12913F-HRTimeline
Procyon Advisors, LLC4,750$359K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,691$354K0.01%+64313F-HRTimeline
Lewis Asset Management, LLC4,637$350K0.14%new13F-HRTimeline
Wescott Financial Advisory Group, LLC4,555$344K0.03%-2013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,533$342K<0.01%013F-HRTimelineGroup
Aurora Private Wealth, Inc.4,490$339K0.24%013F-HRTimeline
CHOREO, LLC4,394$332K<0.01%-13613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,974$300K<0.01%+3,85513F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding3,958$299K-115Timeline
NewEdge Wealth, LLC3,851$291K<0.01%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…3,796$287K0.02%013F-HRTimeline
Tranquility Partners, LLC3,759$284K0.11%-16513F-HRTimeline
Arkadios Wealth Advisors3,749$283K<0.01%+17613F-HRTimeline
ProVise Management Group, LLC3,745$283K0.02%+73613F-HRTimeline
RMR Wealth Builders3,705$280K0.02%-12213F-HRTimeline
Compound Planning, Inc.3,613$273K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,613$273K<0.01%+1313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,516$266K<0.01%new13F-HRTimelineGroup
JGP Wealth Management, LLC3,513$265K0.03%-49113F-HRTimeline
KDK Private Wealth Management, LLC3,503$264K0.24%013F-HRTimeline
Aptus Capital Advisors, LLC3,436$259K<0.01%-81313F-HRTimeline
TAGStone Capital, Inc.3,392$256K0.09%new13F-HRTimeline
GWN SECURITIES INC.3,330$251K0.05%+23913F-HRTimeline
Facet Wealth, Inc.3,255$246K<0.01%+57413F-HRTimeline
Gladstone Institutional Advisory LLC3,208$242K0.01%new13F-HRTimeline