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Disclosery

SMMD ISHARES TR

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RUSEL 2500 ETF (fund)

257 managers (260 13F filers) reported a position in SMMD shares at 2026-06-30, 32,827,782 shares in all. 37 filers opened a position and 11 filers sold out during the quarter.

Managers
257
13F filers
260
New
37
Added
117
Reduced
64
Sold out
11
Shares held by filers
32,827,782

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
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,790,919$439M1.94%+377,32613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,514,774$322M+441,588Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,323,554$213M0.08%+593,33913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,760,471$161M0.01%-355,56613F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…1,504,650$138M0.69%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,085,260$99.4M0.02%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1,082,560$99.2M<0.01%+142,17113F-HRTimelineGroup
CENTRAL TRUST Co1,046,455$95.9M1.73%+96,77713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth776,244$71.1M0.07%+12,54913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding775,451$71.1M+190,805Timeline
COLDSTREAM CAPITAL MANAGEMENT INC690,732$63.3M0.79%-84,29513F-HRTimeline
Cresset Asset Management, LLC650,970$59.6M0.22%-9,06913F-HRTimeline
Wealthspire Advisors, LLC562,618$51.6M0.28%+22,28413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…519,296$47.6M1.27%+16,96313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC496,885$45.5M0.01%+51,82213F-HRTimelineGroup
IMA Advisory Services, Inc.491,513$45M2.82%new13F-HRTimeline
BLAIR WILLIAM & CO/IL480,198$44M0.11%+65,78713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\382,478$35M0.04%+2,61813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO377,548$34.4M<0.01%+33,21513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC367,953$33.7M<0.01%+290,57913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP353,440$32.4M0.04%+51,16013F-HRTimelineGroup
Diesslin Group, Inc.351,000$32.2M12.41%+59,80713F-HRTimeline
LPL Financial LLC281,070$25.8M0.01%+66,28013F-HRTimeline
Badgley Phelps Wealth Managers, LLC279,503$25.6M0.45%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC274,856$25.2M0.19%+13,88913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.273,676$25.1M0.03%+202,55013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC264,669$24.3M0.01%-11,67413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …257,371$23.6M0.45%-14,39013F-HRTimelineGroup
CWA Asset Management Group, LLC205,082$18.8M0.58%+17,94213F-HRTimeline
Curi Capital, LLC203,409$18.6M0.29%+47,77813F-HRTimeline
Janney Montgomery Scott LLC189,531$17.4M0.03%+57,13613F-HRTimeline
Brio Consultants, LLC176,437$16.2M1.89%+3,39213F-HRTimeline
SigFig Wealth Management, LLC176,920$16.1M0.43%+19,67613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC172,778$15.8M1.57%+8,58613F-HRTimeline
SFAM, LLC169,317$15.5M12.66%-6,29113F-HRTimeline
Vestmark Advisory Solutions, Inc.160,337$14.7M0.14%-2,75213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.150,910$13.8M0.94%+147,24213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC150,641$13.8M<0.01%+100,74813F-HRTimelineGroup
Berger Financial Group, Inc142,271$13M0.67%-1,18713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC140,441$12.9M1.51%+136,77613F-HRTimeline
Rossby Financial, LCC136,447$12.5M2.29%+10,23313F-HRTimeline
World Investment Advisors162,754$12.4M0.21%-31913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO133,716$12.3M0.08%-105,35913F-HRTimeline
HighTower Advisors, LLC128,158$11.7M0.01%+31,82013F-HRTimeline
CMH Wealth Management LLC127,138$11.6M1.78%+2,08713F-HRTimeline
CIBC WORLD MARKET INC.122,982$11.3M0.02%-17013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC122,893$11.3M0.01%+90,95913F-HRTimelineGroup
ROGCO, LP112,165$10.3M3.15%+1,05413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA111,704$10.2M<0.01%+76,23513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC110,932$10.2M0.07%+93,58813F-HRTimeline
Mariner, LLCin group Mariner, LLC107,740$9.87M0.01%+16,89613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,574$9.86M0.02%+18,11513F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC92,212$8.45M2.09%+4,23713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,159$8.35M0.01%-2,07513F-HRTimeline
Heritage Family Offices, LLP89,987$8.25M3.18%-62,45713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.89,987$8.25M3.19%new13F-HRTimeline
Pure Financial Advisors, LLC88,733$8.13M0.1%+24,24913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY88,288$8.09M<0.01%-16,75413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…87,039$7.98M0.07%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC86,866$7.96M0.06%-14,99213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.83,006$7.61M0.01%+61,86013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC75,922$6.96M0.01%+21,40313F-HRTimeline
Kendall Capital Management73,607$6.74M1.12%-281,32913F-HRTimeline
James J. Burns & Company, LLC73,212$6.71M0.73%-56413F-HRTimeline
CX Institutional69,157$6.34M0.18%-54913F-HRTimeline
OneDigital Investment Advisors LLC66,570$6.1M0.05%-5,21313F-HRTimeline
Trek Financial, LLC63,419$5.81M0.29%+9,18813F-HRTimeline
MAI Capital Management60,238$5.52M0.02%+10613F-HRTimeline
WorthPointe, LLC54,641$5.01M1.26%+2,80013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.54,356$4.98M0.01%-20,09313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD54,265$4.97M2.08%-66913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.50,548$4.63M0.1%-86313F-HRTimelineGroup
Retirement Planning Group, LLC45,393$4.16M0.11%-25413F-HRTimeline
GUIDANCE CAPITAL, INC45,832$4.13M0.88%+3,22313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,095$3.95M<0.01%+12,53213F-HRTimelineGroup
WHITTIER TRUST CO40,115$3.65M0.04%+1,15013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…36,633$3.36M0.04%+32,03613F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC35,200$3.23M<0.01%+16,53813F-HRTimelineGroup
QP WEALTH MANAGEMENT, LLC34,051$3.12M4.45%-26213F-HRTimeline
Smartleaf Asset Management LLC34,205$3.11M0.1%013F-HRTimeline
Evernest Financial Advisors, LLC32,492$2.98M0.62%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC30,938$2.83M0.36%-1,36813F-HRTimeline
Centerpoint Advisors, LLC30,015$2.75M0.78%-62213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,891$2.74M0.01%+8,65313F-HRTimelineGroup
Mechanics Financial Corp28,512$2.61M0.93%+17,11613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,430$2.61M<0.01%+75113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC27,780$2.55M<0.01%-3,27613F-HRTimelineGroup
Quantinno Capital Management LP27,678$2.54M<0.01%+3,52313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,142$2.4M<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,380$2.33M<0.01%-55013F-HRTimeline
Advisory Solutions Group, LLC24,900$2.28M0.78%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC24,573$2.25M0.96%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,530$2.25M<0.01%+8,66213F-HR/ATimelineGroup
Spartan Wealth Advisory Services LLC24,456$2.24M0.18%+73613F-HRTimeline
Talisman Wealth Advisors LLC10,168$2.23M1.66%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP22,700$2.08M0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…22,390$2.05M0.01%013F-HRTimeline
MainStreet Investment Advisors LLC21,978$2.01M0.27%+18,19413F-HRTimeline
PINNACLE ASSOCIATES LTD20,988$1.92M0.02%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…20,988$1.92M0.11%013F-HRTimeline
Prepared Retirement Institute LLC20,344$1.86M0.79%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC20,267$1.86M0.05%-2,55913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,878$1.78M+13,685Timeline
Cornerstone Financial Group, LLC /NE/19,186$1.76M1.08%+40713F-HRTimeline
HF Advisory Group, LLC19,037$1.74M0.54%-26013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC18,577$1.7M0.03%-6,57113F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.18,494$1.69M0.01%+5,44313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,295$1.68M<0.01%+13,17413F-HR/ATimeline
Andina Capital Management, LLC18,221$1.67M2.74%-6,79913F-HRTimeline
Creative Planningin group Creative Planning18,129$1.66M<0.01%+4,23913F-HRTimelineGroup
Cetera Investment Advisers17,518$1.61M<0.01%+30013F-HRTimeline
Ulland Investment Advisors, LLC17,209$1.58M1.16%-5013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC16,759$1.54M0.03%+11,42413F-HRTimeline
Private Advisor Group, LLC14,853$1.36M0.01%-2,89413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC14,764$1.32M0.53%+2,09413F-HRTimeline
Fidelis Wealth Advisors LLC14,122$1.29M1.94%new13F-HR/ATimeline
Cambridge Investment Research Advisors,…13,952$1.28M<0.01%-18713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,608$1.24M<0.01%+5,81813F-HRTimelineGroup
Farther Finance Advisors, LLC12,599$1.15M0.01%-84713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,502$1.15M0.01%+8213F-HRTimelineGroup
TFR Capital, LLC.12,154$1.11M0.31%-25213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…11,885$1.09M<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,853$1.09M<0.01%013F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC11,815$1.08M0.12%+20413F-HRTimeline
BBR PARTNERS, LLC11,206$1.03M0.05%013F-HRTimeline
RFG Advisory, LLC11,197$1.03M0.02%013F-HRTimeline
L.K. Benson & Company, P.C.10,774$987K0.3%-37313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…10,742$984K0.15%+8,80013F-HRTimeline
USAdvisors Wealth Management, LLC10,666$977K0.28%-78413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,332$947K0.01%-12513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,310$945K<0.01%+90213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,250$939K0.01%-2,25013F-HRTimeline
Kovack Advisors, Inc.10,148$930K0.04%+18513F-HRTimeline
CERTUITY, LLC9,945$911K0.04%-213F-HRTimeline
Betterment LLC9,731$892K<0.01%+4,64813F-HRTimeline
Savant Capital, LLC9,683$887K<0.01%-13613F-HRTimeline
Fairman Group, LLC9,153$839K0.66%+1,89513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC9,056$830K0.35%new13F-HRTimeline
Thayer Financial, L.L.C.8,913$817K0.74%-14613F-HRTimeline
Perigon Wealth Management, LLC8,663$794K0.01%+27813F-HRTimeline
Sanctuary Advisors, LLC8,433$773K<0.01%+47113F-HRTimeline
NewEdge Advisors, LLC7,924$726K<0.01%+1,10813F-HRTimeline
Legacy Advisory Services, LLC7,853$720K0.51%+27013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,491$686K<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,467$684K<0.01%+34513F-HRTimelineGroup
Mayfair Advisory Group, LLC7,627$680K0.21%+1613F-HRTimeline
Advyzon Investment Management, LLC7,401$678K0.05%+19113F-HRTimeline
Bill Few Associates, Inc.6,703$614K0.13%+1,88713F-HRTimeline
D.A. DAVIDSON & CO.6,642$609K<0.01%+9413F-HRTimeline
LITTLE HOUSE CAPITAL LLC6,555$601K0.13%+30413F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …6,552$600K0.18%+4813F-HRTimelineGroup
EP Wealth Advisors, LLC6,419$588K<0.01%-25813F-HRTimeline
Clearstead Trust, LLC6,409$587K0.08%+4,48213F-HRTimeline
Keeler Thomas Management LLC6,175$566K0.2%new13F-HRTimeline
DIVERSIFIED TRUST CO5,982$548K0.01%+21413F-HRTimeline
Lakeridge Wealth Management LLC5,949$545K0.2%-2713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,749$527K<0.01%-25313F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,610$514K0.13%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC5,600$508K0.08%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC5,373$492K0.03%-5,45913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,365$492K<0.01%+113F-HRTimelineGroup
SFMG, LLC5,261$482K0.03%+31613F-HRTimeline
Summit Financial, LLC5,256$482K0.01%+2513F-HRTimeline
STAR Financial Bank5,167$473K0.19%+26213F-HRTimeline
O'Connor Financial Group LLC5,046$462K0.16%+1713F-HRTimeline
Mayflower Financial Advisors, LLC4,897$449K0.04%+5113F-HRTimeline
NBH Bank4,881$447K0.19%13F-HRTimeline
Vann Equity Management LLC4,835$443K0.27%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,677$429K0.27%+6613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,678$419K0.06%-5013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,458$408K0.02%new13F-HRTimeline
Align Financial, LLC4,413$404K0.2%+4413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,407$404K<0.01%+6713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,390$402K0.01%013F-HRTimelineGroup
Park Edge Advisors, LLC4,356$399K0.09%+94513F-HRTimeline
TRUE Private Wealth Advisors4,320$396K0.03%+713F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,265$391K0.12%new13F-HRTimeline
&PARTNERS4,249$389K<0.01%+47913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,211$386K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC4,189$384K0.01%+95813F-HRTimeline
Altman Advisors, Inc.27,986$380K0.14%+4,04513F-HRTimeline
MATHER GROUP, LLC.4,067$373K<0.01%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA4,053$371K0.05%013F-HRTimelineGroup
Firestone Capital Management4,000$367K0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,837$352K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,805$349K<0.01%+56013F-HRTimelineGroup
Atria Investments, Inc3,703$339K<0.01%new13F-HRTimeline
Haverford Trust Co3,684$338K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,655$335K0.01%+55513F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,668$334K<0.01%-5,44613F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,527$323K<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC3,525$323K<0.01%-1,47513F-HRTimeline
IEQ CAPITAL, LLC3,497$320K<0.01%+39513F-HRTimeline
First Heartland Consultants, Inc.3,464$317K0.02%-34613F-HRTimeline
GREAT LAKES ADVISORS, LLC3,424$314K<0.01%-36113F-HRTimeline
Van Cleef Asset Management,Inc3,401$312K0.03%-48413F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,387$310K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,384$305K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,302$303K<0.01%+913F-HR/ATimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,217$295K0.03%+1613F-HRTimelineGroup