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Disclosery

SMMD ISHARES TR

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RUSEL 2500 ETF (fund)

198 managers (199 13F filers) reported a position in SMMD shares at 2025-06-30, 17,130,705 shares in all. 24 filers opened a position and 18 filers sold out during the quarter.

Managers
198
13F filers
199
New
24
Added
75
Reduced
70
Sold out
18
Shares held by filers
17,130,705

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Investment Management, LP2,930,717$199M1%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,504,650$102M0.59%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC970,694$65.8M1.08%-238,14813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/816,499$55.3M<0.01%+10,76113F-HRTimelineGroup
CENTRAL TRUST Co621,081$42.1M0.97%+76,22213F-HRTimeline
FMR LLCin group FMR LLC609,648$41.3M<0.01%-143,31513F-HRTimelineGroup
Cresset Asset Management, LLC544,608$36.9M0.18%-149,02813F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding532,571$36.1M-30,804Timeline
Wealthspire Advisors, LLC503,388$34.1M0.19%+21,41613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth491,438$33.3M0.07%+86,85713F-HRTimelineGroup
World Investment Advisors339,153$23M0.52%-4,83313F-HRTimeline
Vestmark Advisory Solutions, Inc.338,643$23M0.33%-16,17613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\326,022$22.1M0.03%-14,29313F-HRTimelineGroup
UBS Group AGin group UBS Group AG323,310$21.9M<0.01%+46,89613F-HRTimelineGroup
Kendall Capital Management310,495$21M5.57%+7,45713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.280,032$19M0.03%+186,64913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC256,516$17.4M0.01%+4,72313F-HRTimelineGroup
NorthCoast Asset Management LLC236,044$16M0.07%+19,35313F-HRTimeline
BLAIR WILLIAM & CO/IL212,306$14.4M0.04%-5,49813F-HRTimeline
Heritage Family Offices, LLP219,991$13.8M6.97%-813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP185,494$12.6M0.02%-135,42713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …180,047$12.2M0.28%+116,15513F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD171,088$11.6M8.44%+29,21413F-HRTimeline
Simplicity Wealth,LLC171,088$11.6M0.48%+30,73313F-HRTimeline
Brio Consultants, LLC169,041$11.5M1.67%-22,70313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,394$10.7M<0.01%-25,58813F-HRTimelineGroup
LPL Financial LLC158,245$10.7M<0.01%+26,24613F-HRTimeline
CWA Asset Management Group, LLC152,710$10.4M0.44%+9,78613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.144,956$9.82M0.41%-58,02913F-HRTimeline
Berger Financial Group, Inc138,848$9.41M0.61%+6,40713F-HRTimeline
CMH Wealth Management LLC127,187$8.62M2.01%-131,23013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC126,877$8.6M0.01%-5,28713F-HRTimeline
Orion Porfolio Solutions, LLC121,015$8.2M0.07%+51713F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…115,875$7.85M0.3%new13F-HRTimeline
HighTower Advisors, LLC113,403$7.69M0.01%-10,84213F-HRTimeline
SigFig Wealth Management, LLC95,048$6.42M0.21%+25,55113F-HRTimeline
Rossby Financial, LCC92,198$6.25M2.35%+8,59113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC88,183$5.98M0.65%+23,90713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA82,855$5.62M<0.01%+24,58213F-HR/ATimelineGroup
OneDigital Investment Advisors LLC78,834$5.34M0.06%+43913F-HRTimeline
James J. Burns & Company, LLC77,867$5.28M0.86%+8,45013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,722$4.93M0.01%-40,64313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY72,199$4.89M<0.01%-47,05213F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC71,026$4.81M1.59%+11,29113F-HRTimeline
Mariner, LLCin group Mariner, LLC70,830$4.8M0.01%+10,64913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,973$4.4M0.01%-9,03213F-HR/ATimelineGroup
CX Institutional62,130$4.21M0.15%+12,92213F-HR/ATimeline
MAI Capital Management59,098$4.01M0.03%+56,90613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO57,687$3.91M0.03%-119,38413F-HRTimeline
Janney Montgomery Scott LLC53,054$3.6M0.01%-2,21013F-HRTimeline
Curi Capital, LLC51,384$3.48M0.07%+24,68513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,169$3.13M0.01%+1,11513F-HRTimelineGroup
Retirement Planning Group, LLC43,462$2.95M0.13%+29,87613F-HRTimeline
MML INVESTORS SERVICES, LLC41,474$2.81M0.01%+7,66413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,345$2.8M<0.01%-15013F-HRTimelineGroup
Smartleaf Asset Management LLC39,282$2.65M0.23%+87813F-HRTimeline
Andina Capital Management, LLC38,942$2.64M1.85%+6,73713F-HRTimeline
Trek Financial, LLC35,916$2.43M0.16%+6,95313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.32,787$2.26M0.06%+26,94413F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC32,002$2.17M0.43%+10513F-HRTimeline
Centerpoint Advisors, LLC30,637$2.08M0.7%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,139$2.04M<0.01%+8,20613F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC25,637$1.74M0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,527$1.73M<0.01%-38,70113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC23,172$1.57M0.06%-15013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP22,700$1.54M0.06%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC22,217$1.51M0.01%+3,44113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,002$1.49M<0.01%-55,00313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,576$1.46M<0.01%+8,12913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,004$1.42M<0.01%+3,46613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,926$1.35M<0.01%-23,49413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,522$1.32M0.04%+39413F-HRTimelineGroup
HF Advisory Group, LLC18,803$1.27M0.5%-34813F-HRTimeline
Ulland Investment Advisors, LLC18,505$1.25M0.96%-1,65513F-HRTimeline
GC Wealth Management RIA, LLC17,114$1.16M0.09%-69813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,259$1.1M0.01%-11,23913F-HRTimeline
Cornerstone Financial Group, LLC /NE/16,173$1.1M0.93%+4913F-HRTimeline
Charter Oak Capital Management, LLC15,278$1.04M0.09%-87813F-HRTimeline
Pure Financial Advisors, LLC14,772$1M0.02%+3,44413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,377$974K<0.01%-3013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS14,248$966K<0.01%+2,95113F-HRTimeline
TFR Capital, LLC.13,959$946K0.34%-2,20213F-HR/ATimeline
BOYUM WEALTH ARCHITECTS LLC13,192$894K0.66%+9,87913F-HRTimeline
CWM, LLCin group CWM, LLC12,979$880K<0.01%-14313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,585$853K<0.01%+8,84213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,530$849K0.02%013F-HRTimelineGroup
Creative Planningin group Creative Planning12,183$826K<0.01%-2,99913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,156$824K<0.01%-3,86113F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,853$803K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO11,811$800K0.01%+1,75513F-HRTimeline
L.K. Benson & Company, P.C.11,730$795K0.49%+9313F-HRTimeline
USAdvisors Wealth Management, LLC11,442$775K0.29%+3513F-HRTimeline
RFG Advisory, LLC11,366$770K0.02%-2,00613F-HRTimeline
BBR PARTNERS, LLC11,206$760K0.05%new13F-HRTimeline
Private Advisor Group, LLC10,772$730K<0.01%+3,53413F-HRTimeline
Strong Tower Advisory Services10,749$729K0.14%-20513F-HRTimeline
CERTUITY, LLC10,676$724K0.07%-36613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,288$697K<0.01%+1,55313F-HRTimeline
Cambridge Investment Research Advisors,…10,045$681K<0.01%-1,88213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,820$666K<0.01%-29513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,259$628K<0.01%-2,78313F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,219$625K0.02%-2,81613F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.9,058$614K<0.01%+4,33113F-HRTimeline
OLD NATIONAL BANCORP /IN/8,977$608K0.01%new13F-HRTimeline
Cetera Investment Advisers8,827$598K<0.01%-11,29313F-HRTimeline
Evernest Financial Advisors, LLC8,598$583K0.19%new13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC8,520$577K0.1%+18213F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …7,897$535K0.2%+1,02213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,709$523K<0.01%-6013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,491$508K<0.01%013F-HRTimelineGroup
Mayfair Advisory Group, LLC7,203$496K0.23%+51413F-HRTimeline
Advyzon Investment Management, LLC7,210$489K0.11%013F-HRTimeline
Lakeridge Wealth Management LLC7,195$488K0.22%-67313F-HRTimeline
Perigon Wealth Management, LLC7,028$476K0.01%+2,54713F-HRTimeline
COMERICA BANK6,874$466K<0.01%+5,17113F-HRTimeline
Legacy Advisory Services, LLC6,846$464K0.37%-56513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,614$448K0.01%-5,71513F-HRTimeline
EP Wealth Advisors, LLC6,364$431K<0.01%-32013F-HRTimeline
NewEdge Advisors, LLC6,304$427K<0.01%+4,72713F-HRTimeline
HRT FINANCIAL LP6,224$421K<0.01%-9,09913F-HRTimeline
Sanctuary Advisors, LLC6,123$415K<0.01%+1,37113F-HRTimeline
LITTLE HOUSE CAPITAL LLC6,108$414K0.1%-1,43713F-HRTimeline
Empowered Funds, LLC5,696$386K<0.01%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC5,363$373K0.07%-11613F-HRTimeline
SageView Advisory Group, LLC5,081$357K0.01%-45713F-HRTimeline
Aptus Capital Advisors, LLC5,157$350K<0.01%-4,09113F-HRTimeline
O'Connor Financial Group LLC4,957$345K0.15%+1,02813F-HRTimeline
Mayflower Financial Advisors, LLC5,020$340K0.05%+2513F-HRTimeline
OLD MISSION CAPITAL LLC4,995$339K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,853$329K<0.01%new13F-HRTimelineGroup
Altman Advisors, Inc.22,279$322K0.13%+1,11913F-HRTimeline
D.A. DAVIDSON & CO.4,560$309K<0.01%+40513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,361$296K0.21%+35013F-HRTimeline
TRUE Private Wealth Advisors4,307$292K0.03%-613F-HRTimeline
Red Mountain Financial, LLC4,154$282K0.31%-7213F-HR/ATimeline
MATHER GROUP, LLC.4,067$276K<0.01%013F-HRTimeline
SevenBridge Financial Group, LLC3,906$275K0.05%-3,18613F-HRTimeline
Firestone Capital Management4,000$271K0.06%013F-HRTimeline
SFMG, LLC3,997$271K0.02%+44413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,966$269K0.01%013F-HRTimelineGroup
Vantage Financial Partners, LLC3,887$263K0.06%013F-HRTimeline
Van Cleef Asset Management,Inc3,885$263K0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,834$260K<0.01%+3813F-HRTimelineGroup
Compound Planning, Inc.3,668$249K0.01%-1,79213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,665$248K0.04%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,571$242K<0.01%+2413F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,428$242K0.01%+413F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,527$239K<0.01%-22613F-HRTimelineGroup
Canopy Partners, LLC3,523$239K0.09%-11,78513F-HRTimeline
Quantinno Capital Management LP3,429$232K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,391$230K<0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC3,306$224K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,286$223K<0.01%+1113F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,284$223K0.01%-1,27213F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA3,043$206K0.03%new13F-HRTimelineGroup
First Nebraska Trust Co2,986$202K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.2,983$202K0.02%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,981$202K<0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC2,977$202K0.03%new13F-HRTimeline
NTV Asset Management LLC2,975$202K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,933$199K<0.01%+8113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,630$178K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,264$153K0.01%+1,78713F-HRTimelineGroup
GoalVest Advisory LLC2,039$138K0.03%-2,30013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,942$132K0.05%013F-HRTimeline
Parallel Advisors, LLC1,701$115K<0.01%-30013F-HRTimeline
Fairman Group, LLC1,637$111K0.09%+1,41413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,269$86.8K<0.01%+27613F-HRTimelineGroup
Cornerstone Planning Group LLC1,210$83.7K0.02%-2013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,225$83K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,210$82K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC1,174$79.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.950$64.4K<0.01%-80313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP897$60.6K<0.01%+50413F-HRTimelineGroup
Farther Finance Advisors, LLC822$55.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC815$55.2K0.01%-78013F-HRTimeline
ORG Partners LLC754$51.6K0.01%-18613F-HRTimeline
Arax Advisory Partners677$45.9K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.648$43.9K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC574$38.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC477$32.3K<0.01%+31113F-HRTimeline
HARBOUR INVESTMENTS, INC.386$26.2K<0.01%-16713F-HRTimeline
Twin Lakes Capital Management, LLC334$22.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA330$22.4K<0.01%+2613F-HRTimeline
Global Wealth Strategies & Associates207$14K<0.01%013F-HRTimeline
Single Point Partners, LLC12,443$12K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC166$11.3K<0.01%013F-HRTimeline
IFP Advisors, Inc157$10.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.89$6.02K<0.01%013F-HRTimeline
Global Retirement Partners, LLC73$4.93K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$4.13K<0.01%-913F-HRTimelineGroup
Blue Trust, Inc.53$3.59K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd37$2.51K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25$1.7K<0.01%013F-HRTimelineGroup
DT Investment Partners, LLC20$1.36K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6$439<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3$203<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.