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SMMD ISHARES TR

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RUSEL 2500 ETF (fund)

231 managers (233 13F filers) reported a position in SMMD shares at 2026-03-31, 27,842,559 shares in all. 33 filers opened a position and 19 filers sold out during the quarter.

Managers
231
13F filers
233
New
33
Added
97
Reduced
65
Sold out
19
Shares held by filers
27,842,559

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
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,787$136K<0.01%-5,60113F-HRTimelineGroup
Independence Bank of Kentucky1,383$106K0.01%013F-HRTimeline
AlphaCore Capital LLC1,174$89.6K<0.01%013F-HRTimeline
New Republic Capital, LLC963$73.5K0.02%013F-HRTimeline
Parallel Advisors, LLC943$72K<0.01%-20013F-HR/ATimeline
2UniFi Bank780$59.6K0.03%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.775$59.2K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…754$57.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC736$56.2K<0.01%+71813F-HRTimelineGroup
SHP Wealth Management665$50.8K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC574$44.7K<0.01%-5,93613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…513$39.2K<0.01%+113F-HRTimelineGroup
Cornerstone Planning Group LLC451$38.7K0.01%-25913F-HRTimeline
Larson Financial Group LLC400$30.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.366$28K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC358$27.3K<0.01%+21513F-HRTimelineGroup
Twin Lakes Capital Management, LLC334$25.5K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC290$22.1K<0.01%new13F-HRTimeline
Single Point Partners, LLC17,892$17.9K<0.01%013F-HRTimeline
Piscataqua Savings Bank220$16.8K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates207$15.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA205$15.7K<0.01%-12613F-HRTimeline
Westside Investment Management, Inc.141$10.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.88$6.72K<0.01%+3413F-HRTimeline
TD Waterhouse Canada Inc.85$6.52K<0.01%new13F-HRTimeline
IFP Advisors, Inc50$3.82K<0.01%-8813F-HRTimeline
AE Wealth Management LLC40$3.05K<0.01%+3713F-HRTimeline
Ashton Thomas Private Wealth, LLC37$2.83K<0.01%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.34$2.6K<0.01%new13F-HRTimeline
DT Investment Partners, LLC20$1.53K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$51<0.01%013F-HRTimeline