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Disclosery

SMMD ISHARES TR

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RUSEL 2500 ETF (fund)

192 managers (193 13F filers) reported a position in SMMD shares at 2025-09-30, 18,296,640 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
192
13F filers
193
New
12
Added
88
Reduced
54
Sold out
15
Shares held by filers
18,296,640

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LP3,404,659$251M1.21%+473,94213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,504,650$111M0.6%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/916,251$67.6M0.01%+99,75213F-HR/ATimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC915,654$67.5M0.91%-55,04013F-HRTimeline
FMR LLCin group FMR LLC726,010$53.5M<0.01%+116,36213F-HRTimelineGroup
CENTRAL TRUST Co693,101$51.1M1.07%+72,02013F-HRTimeline
Cresset Asset Management, LLC604,108$44.5M0.2%+59,50013F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding536,685$39.6M+4,114Timeline
Wealthspire Advisors, LLC499,962$36.9M0.19%-3,42613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth495,311$36.5M0.06%+3,87313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…443,973$32.7M1.12%+328,09813F-HRTimeline
UBS Group AGin group UBS Group AG357,502$26.4M0.01%+34,19213F-HRTimelineGroup
Kendall Capital Management331,297$24.4M5.51%+20,80213F-HRTimeline
World Investment Advisors328,651$24.2M0.5%-10,50213F-HRTimeline
Vestmark Advisory Solutions, Inc.328,141$24.2M0.46%-10,50213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\315,427$23.3M0.03%-10,59513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.281,873$20.7M0.03%+1,84113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC266,378$19.6M0.01%+9,86213F-HRTimelineGroup
NorthCoast Asset Management LLC252,256$18.6M0.07%+16,21213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …250,410$18.5M0.38%+70,36313F-HRTimelineGroup
Heritage Family Offices, LLP219,267$16.2M7.52%-72413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP198,614$14.6M0.02%+13,12013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,388$14.2M<0.01%+33,99413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL186,991$13.8M0.04%-25,31513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD169,570$12.5M8.25%-1,51813F-HRTimeline
Simplicity Wealth,LLC169,570$12.5M0.72%-1,51813F-HRTimeline
LPL Financial LLC159,975$11.8M<0.01%+1,73013F-HRTimeline
CWA Asset Management Group, LLC158,638$11.7M0.43%+5,92813F-HRTimeline
Berger Financial Group, Inc142,498$10.5M0.63%+3,65013F-HRTimeline
Brio Consultants, LLC142,224$10.5M1.44%-26,81713F-HRTimeline
CMH Wealth Management LLC126,486$9.33M1.99%-70113F-HRTimeline
Orion Porfolio Solutions, LLC118,416$8.73M0.07%-2,59913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO113,291$8.35M0.06%+55,60413F-HRTimeline
SigFig Wealth Management, LLC110,496$8.14M0.25%+15,44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC108,489$8M0.01%-18,38813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC104,512$7.71M0.05%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.101,993$7.52M0.58%-42,96313F-HRTimeline
Rossby Financial, LCC100,464$7.43M2.46%+8,26613F-HRTimeline
Curi Capital, LLC99,934$7.37M0.14%+48,55013F-HRTimeline
HighTower Advisors, LLC98,396$7.25M0.01%-15,00713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC95,148$7.02M0.85%+6,96513F-HRTimeline
Mariner, LLCin group Mariner, LLC82,372$6.07M0.01%+11,54213F-HRTimelineGroup
OneDigital Investment Advisors LLC78,687$5.8M0.06%-14713F-HRTimeline
James J. Burns & Company, LLC76,729$5.66M0.84%-1,13813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC74,369$5.48M1.65%+3,34313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,954$4.79M0.01%-1913F-HRTimelineGroup
CX Institutional63,506$4.68M0.14%+1,37613F-HRTimeline
MAI Capital Management60,150$4.43M0.03%+1,05213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY58,999$4.35M<0.01%-13,20013F-HR/ATimelineGroup
Janney Montgomery Scott LLC55,357$4.08M0.01%+2,30313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,067$3.47M<0.01%-35,78813F-HRTimelineGroup
Retirement Planning Group, LLC43,462$3.2M0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC42,426$3.13M0.01%+95213F-HRTimeline
Trek Financial, LLC40,525$2.99M0.18%+4,60913F-HRTimeline
Smartleaf Asset Management LLC39,217$2.89M0.18%-6513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC36,623$2.7M0.02%+14,40613F-HRTimeline
Andina Capital Management, LLC35,449$2.61M1.48%-3,49313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,018$2.51M<0.01%-7,32713F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.33,092$2.44M0.06%+30513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC32,108$2.37M0.43%+10613F-HRTimeline
Centerpoint Advisors, LLC30,637$2.26M0.7%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,624$1.89M<0.01%+4,04813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,702$1.75M<0.01%+2,69813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC22,932$1.69M<0.01%-2,59513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC22,826$1.68M0.05%-34613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP22,700$1.67M0.06%013F-HRTimeline
Cetera Investment Advisers20,835$1.54M<0.01%+12,00813F-HRTimeline
HF Advisory Group, LLC19,293$1.42M0.52%+49013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,014$1.4M0.01%+4,63713F-HRTimelineGroup
Evernest Financial Advisors, LLC18,118$1.34M0.37%+9,52013F-HRTimeline
Ulland Investment Advisors, LLC18,080$1.33M1%-42513F-HRTimeline
Cornerstone Financial Group, LLC /NE/17,521$1.29M1%+1,34813F-HRTimeline
Pure Financial Advisors, LLC15,191$1.12M0.02%+41913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,148$1.12M<0.01%+2,56313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,335$1.06M<0.01%-5,59113F-HR/ATimelineGroup
Charter Oak Capital Management, LLC14,200$1.05M0.08%-1,07813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,170$1.04M<0.01%-7,83213F-HRTimelineGroup
TFR Capital, LLC.13,959$1.03M0.34%013F-HRTimeline
Private Advisor Group, LLC13,526$997K<0.01%+2,75413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,382$987K<0.01%-86613F-HRTimeline
CWM, LLCin group CWM, LLC13,268$978K<0.01%+28913F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC13,047$962K0.59%-14513F-HRTimeline
Creative Planningin group Creative Planning12,433$917K<0.01%+25013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,420$916K0.02%-11013F-HRTimelineGroup
WHITTIER TRUST CO11,877$887K0.01%+6613F-HRTimeline
Cambridge Investment Research Advisors,…11,971$883K<0.01%+1,92613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,853$873K<0.01%013F-HRTimelineGroup
Strong Tower Advisory Services11,567$853K0.16%+81813F-HRTimeline
GC Wealth Management RIA, LLC11,528$850K0.03%-5,58613F-HRTimeline
USAdvisors Wealth Management, LLC11,476$846K0.29%+3413F-HRTimeline
RFG Advisory, LLC11,217$827K0.02%-14913F-HRTimeline
BBR PARTNERS, LLC11,206$826K0.05%013F-HRTimeline
L.K. Benson & Company, P.C.11,134$821K0.44%-59613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,959$808K<0.01%-61,76313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,338$762K<0.01%+5013F-HRTimeline
CERTUITY, LLC10,298$759K0.05%-37813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,820$724K<0.01%013F-HR/ATimelineGroup
OLD NATIONAL BANCORP /IN/8,977$662K0.01%013F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …8,399$619K0.21%+50213F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC8,396$619K0.09%-12413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,158$601K<0.01%+44913F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,491$552K<0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO7,357$542K0.01%+74313F-HRTimeline
Perigon Wealth Management, LLC7,265$536K0.01%+23713F-HRTimeline
Mayfair Advisory Group, LLC7,228$533K0.23%+2513F-HRTimeline
Advyzon Investment Management, LLC7,210$532K0.09%013F-HRTimeline
COMERICA BANK6,903$509K<0.01%+2913F-HRTimeline
Legacy Advisory Services, LLC6,857$506K0.38%+1113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,852$505K<0.01%+3,01813F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.6,460$476K<0.01%-2,59813F-HRTimeline
Empowered Funds, LLC6,438$475K<0.01%+74213F-HRTimeline
Lakeridge Wealth Management LLC6,414$473K0.21%-78113F-HRTimeline
LITTLE HOUSE CAPITAL LLC6,411$473K0.11%+30313F-HRTimeline
Sanctuary Advisors, LLC6,206$458K<0.01%+8313F-HR/ATimeline
NewEdge Advisors, LLC6,159$454K<0.01%-14513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,870$433K<0.01%-3,38913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC5,749$424K<0.01%+3,11913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,352$395K<0.01%new13F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC5,276$395K0.07%-8713F-HRTimeline
D.A. DAVIDSON & CO.5,088$375K<0.01%+52813F-HRTimeline
SageView Advisory Group, LLC5,081$375K0.01%013F-HRTimeline
O'Connor Financial Group LLC5,079$374K0.16%+12213F-HRTimeline
Mayflower Financial Advisors, LLC4,833$356K0.04%-18713F-HRTimeline
SFMG, LLC4,624$341K0.02%+62713F-HRTimeline
Altman Advisors, Inc.23,750$341K0.13%+1,47113F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.4,485$331K0.22%+12413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,390$324K0.01%-4,82913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,353$321K<0.01%+96213F-HRTimelineGroup
TRUE Private Wealth Advisors4,307$318K0.03%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,291$316K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,162$307K<0.01%+3,34013F-HRTimeline
Red Mountain Financial, LLC4,161$307K0.31%+713F-HRTimeline
DIVERSIFIED TRUST CO4,069$300K0.01%new13F-HRTimeline
MATHER GROUP, LLC.4,067$300K<0.01%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA4,053$299K0.04%+1,01013F-HRTimelineGroup
Firestone Capital Management4,000$295K0.06%013F-HRTimeline
Vantage Financial Partners, LLC3,887$287K0.06%013F-HRTimeline
Van Cleef Asset Management,Inc3,885$286K0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,754$277K<0.01%+18313F-HRTimelineGroup
Compound Planning, Inc.3,707$273K0.01%+3913F-HRTimeline
Aptus Capital Advisors, LLC3,692$272K<0.01%-1,46513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,666$270K0.01%+73313F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,665$270K0.04%013F-HRTimeline
First Heartland Consultants, Inc.3,545$261K0.02%+56213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,527$260K<0.01%013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,433$254K0.01%+513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.3,387$250K0.01%+10313F-HRTimeline
Atria Investments, Inc3,309$244K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,297$243K<0.01%+1113F-HRTimeline
Quantinno Capital Management LP3,294$243K<0.01%-13513F-HRTimeline
SevenBridge Financial Group, LLC3,241$241K0.04%-66513F-HRTimeline
Edgemoor Investment Advisors, Inc.3,200$236K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,163$233K0.01%-80313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,110$229K<0.01%+2,21313F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC3,040$224K<0.01%-22,59713F-HRTimeline
First Nebraska Trust Co2,986$220K0.02%013F-HRTimeline
NTV Asset Management LLC2,975$219K0.02%013F-HRTimeline
Opulen Financial Group LLC2,791$206K0.16%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,719$200K0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,264$167K0.01%013F-HRTimelineGroup
Fairman Group, LLC2,264$167K0.13%+62713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,942$143K0.03%013F-HRTimeline
Cornerstone Planning Group LLC1,397$103K0.02%+18713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,225$90.3K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,210$89.2K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,181$87.1K<0.01%-52013F-HRTimeline
AlphaCore Capital LLC1,174$86.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,090$80.4K<0.01%+14013F-HRTimelineGroup
New Republic Capital, LLC963$71K0.02%new13F-HRTimeline
IAG Wealth Partners, LLC815$60.1K0.01%013F-HRTimeline
ORG Partners LLC754$55.6K0.01%013F-HRTimeline
Arax Advisory Partners677$49.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC574$42.9K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.560$41.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.387$28.6K<0.01%+113F-HRTimeline
Twin Lakes Capital Management, LLC334$24.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA331$24.4K<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates207$15.3K<0.01%013F-HRTimeline
Single Point Partners, LLC12,443$12.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC167$12.3K<0.01%+113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …143$10.6K<0.01%-1,12613F-HRTimelineGroup
Westside Investment Management, Inc.141$10.4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.108$7.96K<0.01%+1913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC88$6.49K<0.01%-3,21813F-HRTimeline
IFP Advisors, Inc88$6.49K<0.01%-6913F-HR/ATimeline
Global Retirement Partners, LLC73$5.38K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$4.5K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.53$3.91K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25$1.84K<0.01%013F-HRTimelineGroup
DT Investment Partners, LLC20$1.48K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10$737<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC3$221<0.01%013F-HRTimeline