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SMMD ISHARES TR

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RUSEL 2500 ETF (fund)

221 managers (222 13F filers) reported a position in SMMD shares at 2025-12-31, 24,099,514 shares in all. 29 filers opened a position and 8 filers sold out during the quarter.

Managers
221
13F filers
222
New
29
Added
100
Reduced
50
Sold out
8
Shares held by filers
24,099,514

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Arax Advisory Partners677$50.7K<0.01%013F-HRTimeline
SHP Wealth Management664$49.7K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…565$42.3K<0.01%-64513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…512$38.4K<0.01%+50213F-HRTimelineGroup
Larson Financial Group LLC400$30K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC382$28.6K<0.01%+30913F-HRTimeline
HARBOUR INVESTMENTS, INC.366$27.4K<0.01%-2113F-HRTimeline
Twin Lakes Capital Management, LLC334$25K0.01%013F-HRTimeline
PRIVATE TRUST CO NA331$24.8K<0.01%013F-HRTimeline
Single Point Partners, LLC17,892$17.9K<0.01%+5,44913F-HRTimeline
Global Wealth Strategies & Associates207$15.5K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC143$10.7K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.141$10.6K<0.01%013F-HRTimeline
IFP Advisors, Inc138$10.3K<0.01%+5013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC55$4.12K<0.01%-3313F-HRTimeline
AMERIFLEX GROUP, INC.54$4.05K<0.01%-5413F-HRTimeline
DT Investment Partners, LLC20$1.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$1.35K<0.01%-4313F-HRTimelineGroup
Qube Research & Technologies Ltd17$1.27K<0.01%new13F-HRTimeline
AE Wealth Management LLC3$225<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$50<0.01%-55913F-HRTimeline