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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
Edgemoor Investment Advisors, Inc.3,200$293K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC3,156$289K<0.01%-17913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,116$286K<0.01%013F-HRTimeline
SevenBridge Financial Group, LLC3,036$281K0.04%-5613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,974$276K<0.01%+24113F-HRTimeline
NTV Asset Management LLC2,975$273K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,940$269K0.01%+78513F-HRTimeline
Ballast Financial Advisors LLC2,937$269K0.24%+20013F-HRTimeline
Integrated Wealth Concepts LLC2,934$269K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC2,918$267K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,949$266K<0.01%+2,37513F-HRTimeline
Savvy Advisors, Inc.2,885$264K0.01%+8613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,776$254K<0.01%+2,00113F-HRTimelineGroup
Opulen Financial Group LLC2,737$251K0.16%-3113F-HRTimeline
Northstar Financial Companies, Inc.2,730$250K0.17%new13F-HRTimeline
Advisors Capital Management, LLC2,660$244K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,625$241K<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,584$237K0.01%new13F-HRTimelineGroup
Optivise Advisory Services LLC2,506$230K0.12%new13F-HRTimeline
Sigma Planning Corp2,500$229K0.01%new13F-HRTimeline
First Nebraska Trust Co2,486$228K0.02%new13F-HRTimeline
AE Wealth Management LLC2,442$224K<0.01%+2,40213F-HRTimeline
MEANS INVESTMENT CO., INC.2,410$221K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,386$219K<0.01%new13F-HRTimeline
CM WEALTH ADVISORS LLC2,234$205K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,910$175K0.01%-39013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,636$150K<0.01%+90013F-HRTimelineGroup
Independence Bank of Kentucky1,218$112K0.01%-16513F-HRTimeline
AlphaCore Capital LLC1,174$108K<0.01%013F-HRTimeline
New Republic Capital, LLC963$88.2K0.02%013F-HRTimeline
Blue Trust, Inc.764$70K<0.01%-15,62013F-HRTimeline
Global Retirement Partners, LLC746$68.4K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.713$65.3K0.02%new13F-HRTimeline
SHP Wealth Management666$61K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…513$47K<0.01%013F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.463$42.4K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC461$41.2K0.01%+1013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC433$39.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC400$36.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.368$33.7K<0.01%+213F-HRTimeline
Twin Lakes Capital Management, LLC334$30.6K0.01%013F-HRTimeline
Single Point Partners, LLC22,779$22.8K<0.01%+4,88713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC241$22.1K<0.01%-11713F-HRTimelineGroup
Piscataqua Savings Bank220$20.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA205$18.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC143$13.1K<0.01%-80013F-HRTimeline
Westside Investment Management, Inc.141$12.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/112$10.3K<0.01%-1,67513F-HRTimelineGroup
AMERIFLEX GROUP, INC.88$8.06K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS75$6.75K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd54$4.95K<0.01%new13F-HRTimeline
IFP Advisors, Inc50$4.58K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.50$4.58K<0.01%-3513F-HRTimeline
Abound Wealth Management41$3.77K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC37$3.39K<0.01%013F-HRTimeline
DT Investment Partners, LLC20$1.83K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$61<0.01%013F-HRTimeline