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Disclosery

SMMD ISHARES TR

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RUSEL 2500 ETF (fund)

193 managers (194 13F filers) reported a position in SMMD shares at 2025-03-31, 16,868,678 shares in all. 17 filers opened a position and 21 filers sold out during the quarter.

Managers
193
13F filers
194
New
17
Added
77
Reduced
72
Sold out
21
Shares held by filers
16,868,678

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,262,153$141M0.76%+513,50313F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…1,504,650$94.1M0.58%+140,67013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,208,842$75.6M1.61%-378,93813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/805,738$50.4M<0.01%+117,43413F-HRTimelineGroup
FMR LLCin group FMR LLC752,963$47.1M<0.01%-119,37513F-HRTimelineGroup
Cresset Asset Management, LLC693,636$43.4M0.22%+58,11213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding563,375$35.2M-3,474Timeline
CENTRAL TRUST Co544,859$34.1M0.84%+98,30913F-HRTimeline
Wealthspire Advisors, LLC481,972$30.1M0.18%+12,59013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth404,581$25.3M0.06%+181,72813F-HR/ATimelineGroup
Vestmark Advisory Solutions, Inc.354,819$22.2M0.57%new13F-HRTimeline
World Investment Advisors343,986$21.5M0.56%-1,19513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\340,315$21.3M0.03%-12,61313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP320,921$20.1M0.03%-39,89813F-HRTimelineGroup
Kendall Capital Management303,038$19M5.57%+10,23913F-HRTimeline
UBS Group AGin group UBS Group AG276,414$17.3M<0.01%+28,41213F-HRTimelineGroup
CMH Wealth Management LLC258,417$16.2M4.05%-46413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC251,793$15.7M0.01%-513,61613F-HRTimelineGroup
Heritage Family Offices, LLP219,999$13.8M7.04%+29,43413F-HRTimeline
BLAIR WILLIAM & CO/IL217,804$13.6M0.04%-4,94113F-HRTimeline
NorthCoast Asset Management LLC216,691$13.6M0.07%+7,83813F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.202,985$12.7M0.58%new13F-HRTimeline
Brio Consultants, LLC191,744$12M1.88%-139,04113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC183,982$11.5M<0.01%+18,27513F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO177,071$11.1M0.08%+80,68613F-HRTimeline
CWA Asset Management Group, LLC142,924$8.94M0.43%+4,82913F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD141,874$8.87M7.98%+19,83813F-HRTimeline
Simplicity Wealth,LLC140,355$8.78M0.68%+21,68013F-HRTimeline
Berger Financial Group, Inc132,441$8.28M0.58%-31,39013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC132,164$8.27M0.01%-12,29713F-HRTimeline
LPL Financial LLC131,999$8.26M<0.01%-7,47013F-HRTimeline
HighTower Advisors, LLC124,245$7.77M0.01%-46,57913F-HRTimeline
Orion Porfolio Solutions, LLC120,498$7.54M0.07%-30,34113F-HRTimeline
Orion Portfolio Solutions, LLC120,498$7.54M0.07%-30,34113F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY119,251$7.46M<0.01%+68,76213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…113,365$7.09M0.01%+104,65213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,383$5.84M0.01%+14,37113F-HRTimelineGroup
Rossby Financial, LCC83,607$5.1M2.2%+34,51313F-HRTimeline
OneDigital Investment Advisors LLC78,395$4.9M0.06%-3,28013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,005$4.82M0.01%+71,45813F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,005$4.63M0.01%-1,70813F-HRTimelineGroup
SigFig Wealth Management, LLC69,497$4.35M0.16%+17,35913F-HRTimeline
James J. Burns & Company, LLC69,417$4.34M0.78%-2,01713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC64,276$4.02M0.74%+14,10913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC64,228$4.02M<0.01%+37,65713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …63,892$4M0.11%-20,04713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC60,181$3.76M0.01%-2,68013F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC59,735$3.74M1.41%-11,43313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,273$3.64M<0.01%+6,22313F-HR/ATimelineGroup
Janney Montgomery Scott LLC55,264$3.46M0.01%+1,06313F-HRTimeline
CX Institutional49,208$3.08M0.12%+15,75413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,054$2.82M0.01%+6,96913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,420$2.72M<0.01%+8,78313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,495$2.6M<0.01%-2,76013F-HRTimelineGroup
Smartleaf Asset Management LLC38,404$2.41M0.23%-1,73913F-HRTimeline
MML INVESTORS SERVICES, LLC33,810$2.12M0.01%+2,83013F-HRTimeline
Advisory Resource Group33,624$2.1M0.43%-2,29713F-HRTimeline
Andina Capital Management, LLC32,205$2.01M1.43%+6,93013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC31,897$1.99M0.45%-18813F-HRTimeline
Trek Financial, LLC28,963$1.81M0.13%-30,57913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,498$1.72M0.01%-89113F-HRTimeline
MIdWestOne Financial Group, Inc.27,226$1.7M0.24%+2,88413F-HRTimeline
Curi Capital, LLC26,699$1.67M0.04%new13F-HRTimeline
FLOW TRADERS U.S. LLC23,663$1.48M0.06%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC23,322$1.46M0.05%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP22,700$1.42M0.06%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,933$1.37M<0.01%-3,60313F-HRTimelineGroup
Ulland Investment Advisors, LLC20,160$1.26M1.05%-6,63513F-HRTimeline
Cetera Investment Advisers20,120$1.26M<0.01%+2,96513F-HRTimeline
HF Advisory Group, LLC19,151$1.2M0.52%+87513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,128$1.2M0.04%+7,31013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC18,776$1.17M0.01%-8,87513F-HRTimeline
GC Wealth Management RIA, LLC17,812$1.11M0.2%-29813F-HRTimeline
CW Advisors, LLC17,641$1.1M0.01%-6,75813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,538$1.1M<0.01%-15913F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/16,124$1.06M0.95%+3,50513F-HRTimeline
TFR Capital, LLC.16,161$1.01M0.42%+1,67013F-HRTimeline
Charter Oak Capital Management, LLC16,156$1.01M0.09%-1,98613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,017$1M<0.01%-7,69413F-HRTimelineGroup
HRT FINANCIAL LP15,323$958K0.01%new13F-HRTimeline
Canopy Partners, LLC15,308$957K0.37%-2,81513F-HRTimeline
Creative Planningin group Creative Planning15,182$949K<0.01%+2,23913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding14,407$901K-561,477Timeline
Retirement Planning Group, LLC13,586$850K0.04%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,447$841K<0.01%+3,33713F-HRTimelineGroup
RFG Advisory, LLC13,372$836K0.02%-99413F-HRTimeline
CWM, LLCin group CWM, LLC13,122$821K<0.01%-3013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,530$784K0.02%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO12,329$771K0.01%+2,10813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,042$753K<0.01%-6,11013F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,035$753K0.02%-1,54013F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,927$746K<0.01%+1,36513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,853$742K<0.01%013F-HRTimelineGroup
L.K. Benson & Company, P.C.11,637$728K0.5%+5113F-HRTimeline
USAdvisors Wealth Management, LLC11,407$713K0.25%-2,46313F-HRTimeline
Pure Financial Advisors, LLC11,328$708K0.01%+2,87913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,297$707K<0.01%+66213F-HRTimeline
CERTUITY, LLC11,042$691K0.07%-13313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,115$633K0.01%-113F-HR/ATimelineGroup
WHITTIER TRUST CO10,056$629K0.01%+1,99913F-HRTimeline
Strong Tower Advisory Services10,954$614K0.15%-4,99413F-HRTimeline
Aptus Capital Advisors, LLC9,248$578K0.01%+1,83413F-HRTimeline
TWO SIGMA SECURITIES, LLC9,001$563K0.09%+1,91713F-HRTimeline
Bremer Bank National Association8,977$561K0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,735$546K<0.01%+4,02113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC8,338$521K0.11%-3,56313F-HRTimeline
SC&H Financial Advisors, Inc.7,890$493K0.1%+2,30013F-HRTimeline
Lakeridge Wealth Management LLC7,868$492K0.25%-5013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,769$486K<0.01%-21313F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC7,545$472K0.13%+63113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,491$468K<0.01%013F-HRTimelineGroup
SevenBridge Financial Group, LLC7,092$466K0.09%-2,88113F-HRTimeline
Legacy Advisory Services, LLC7,411$463K0.39%-48913F-HRTimeline
Private Advisor Group, LLC7,238$453K<0.01%+9413F-HRTimeline
Advyzon Investment Management, LLC7,210$451K0.16%-5,90713F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …6,875$430K0.19%+2813F-HRTimelineGroup
Mayfair Advisory Group, LLC6,689$418K0.24%+1,08313F-HRTimeline
EP Wealth Advisors, LLC6,684$418K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.6,587$412K<0.01%-94413F-HRTimeline
Legacy Trust6,540$409K0.1%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.5,843$365K0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC5,538$346K0.01%new13F-HRTimeline
Compound Planning, Inc.5,460$341K0.02%+74613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.5,287$331K0.17%+96413F-HRTimeline
Sepio Capital, LP5,065$317K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC4,995$312K0.05%-813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,479$307K0.07%+55913F-HRTimeline
Altman Advisors, Inc.21,160$305K0.14%-1,40613F-HRTimeline
Sanctuary Advisors, LLC4,752$297K<0.01%+29513F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.4,727$296K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,556$285K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,481$280K0.01%+33513F-HRTimeline
Pinion Investment Advisors, LLC4,339$271K0.06%013F-HRTimeline
GoalVest Advisory LLC4,339$271K0.07%013F-HRTimeline
TRUE Private Wealth Advisors4,313$270K0.03%-413F-HRTimeline
Red Mountain Financial, LLC4,226$264K0.32%-44413F-HRTimeline
D.A. DAVIDSON & CO.4,155$260K<0.01%-34113F-HRTimeline
MATHER GROUP, LLC.4,067$254K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,011$251K0.19%+28413F-HRTimeline
Firestone Capital Management4,000$250K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,000$250K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,966$248K0.01%-2,15813F-HRTimelineGroup
O'Connor Financial Group LLC3,929$246K0.13%+22413F-HRTimeline
Vantage Financial Partners, LLC3,887$243K0.06%new13F-HRTimeline
Van Cleef Asset Management,Inc3,885$243K0.03%-32513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,796$237K<0.01%+40413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,753$235K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,743$234K<0.01%+45113F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC3,665$229K0.04%013F-HRTimeline
MEANS INVESTMENT CO., INC.3,600$225K0.02%-3,21013F-HRTimeline
SFMG, LLC3,553$222K0.02%+24813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,547$222K<0.01%+11813F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,424$211K0.02%-1,14613F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC3,313$207K0.2%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,826$207K<0.01%013F-HR/ATimelineGroup
RITHOLTZ WEALTH MANAGEMENT3,275$205K0.01%-4813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,852$178K<0.01%+16713F-HRTimeline
MAI Capital Management2,192$137K<0.01%-14713F-HRTimeline
Parallel Advisors, LLC2,001$125K<0.01%-93913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,942$121K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,723$108K0.01%+413F-HRTimelineGroup
COMERICA BANK1,703$107K<0.01%+18413F-HRTimeline
IAG Wealth Partners, LLC1,595$99.8K0.02%+17013F-HRTimeline
NewEdge Advisors, LLC1,577$98.6K<0.01%-313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,753$96.1K<0.01%+80313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,225$76.6K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,174$73.4K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC1,230$73.4K0.02%+2013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …993$62.3K<0.01%new13F-HRTimelineGroup
ORG Partners LLC940$59K0.01%-11013F-HRTimeline
Farther Finance Advisors, LLC822$51.6K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC574$35.9K<0.01%+8013F-HRTimeline
HARBOUR INVESTMENTS, INC.553$34.6K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management477$29.9K<0.01%+32513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP393$24.6K<0.01%+14013F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC354$24.1K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC334$20.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA304$19K<0.01%-19513F-HRTimeline
Geneos Wealth Management Inc.295$18.4K<0.01%+26413F-HRTimeline
Global Wealth Strategies & Associates207$12.9K<0.01%013F-HRTimeline
Single Point Partners, LLC12,443$12K<0.01%013F-HRTimeline
Hurley Capital, LLC183$11.4K0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC166$10.4K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC166$10.4K<0.01%+113F-HRTimeline
IFP Advisors, Inc157$9.82K<0.01%-8413F-HRTimeline
AMERIFLEX GROUP, INC.89$5.56K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC70$4.38K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.53$3.31K<0.01%-2813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25$1.7K<0.01%013F-HRTimelineGroup
DT Investment Partners, LLC20$1.25K<0.01%-3,51113F-HRTimeline
AE Wealth Management LLC3$188<0.01%013F-HRTimeline
Fairman Group, LLC223$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.