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Disclosery

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
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,937,624$295M1.4%13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,238,517$243M0.02%+2,322,26613F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…1,504,650$113M0.6%013F-HRTimeline
FMR LLCin group FMR LLC877,125$65.7M<0.01%+151,11513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC847,846$63.5M0.82%-67,80813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth757,995$56.8M0.06%+262,68413F-HRTimelineGroup
CENTRAL TRUST Co747,385$56M1.1%+54,28413F-HRTimeline
Cresset Asset Management, LLC644,989$48.3M0.21%+40,88113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding537,101$40.3M+416Timeline
Wealthspire Advisors, LLC507,585$38M0.3%+7,62313F-HRTimeline
BLAIR WILLIAM & CO/IL479,957$36M0.1%+292,96613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…471,055$35.3M1.23%+27,08213F-HRTimeline
UBS Group AGin group UBS Group AG399,099$29.9M0.01%+41,59713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC356,939$26.7M0.01%+164,55113F-HRTimelineGroup
Kendall Capital Management352,861$26.4M5.53%+21,56413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\340,863$25.5M0.03%+25,43613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.323,439$24.2M0.33%-4,70213F-HRTimeline
World Investment Advisors323,423$24.2M0.4%-5,22813F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.320,903$24.1M0.04%+39,03013F-HRTimelineGroup
Diesslin Group, Inc.303,061$22.7M9.03%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …259,949$19.5M0.38%+9,53913F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO240,169$18M0.13%+126,87813F-HRTimeline
Heritage Family Offices, LLP224,834$16.8M7.66%+5,56713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP224,487$16.8M0.02%+25,87313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC207,722$15.6M<0.01%-58,65613F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC202,058$15.1M0.12%+97,54613F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC184,192$13.8M0.18%new13F-HRTimeline
LPL Financial LLC182,368$13.7M<0.01%+22,39313F-HRTimeline
SFAM, LLC176,929$13.3M12.12%13F-HRTimeline
CWA Asset Management Group, LLC173,504$13M0.47%+14,86613F-HRTimeline
Curi Capital, LLC162,184$12.2M0.21%+62,25013F-HRTimeline
Orion Porfolio Solutions, LLC154,346$11.6M0.08%+35,93013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP152,701$11.4M0.34%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD150,287$11.3M7.35%-19,28313F-HRTimeline
Berger Financial Group, Inc141,078$10.6M0.61%-1,42013F-HRTimeline
SigFig Wealth Management, LLC132,871$9.96M0.3%+22,37513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC128,255$9.61M1.07%+33,10713F-HRTimeline
CMH Wealth Management LLC126,254$9.46M2.03%-23213F-HRTimeline
Janney Montgomery Scott LLC113,781$8.53M0.02%+58,42413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.111,580$8.36M0.65%+9,58713F-HRTimeline
Rossby Financial, LCC109,786$8.23M2.59%+9,32213F-HRTimeline
Brio Consultants, LLC109,281$8.19M1.06%-32,94313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC105,684$7.92M0.01%-2,80513F-HRTimeline
HighTower Advisors, LLC96,823$7.26M0.01%-1,57313F-HRTimeline
Mariner, LLCin group Mariner, LLC89,660$6.72M0.01%+7,28813F-HRTimelineGroup
CIBC WORLD MARKET INC.88,152$6.61M0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,876$6.44M<0.01%+71,54113F-HRTimelineGroup
AMERICAN CAPITAL MANAGEMENT INC78,709$5.9M0.26%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…78,388$5.87M0.01%+13,43413F-HR/ATimelineGroup
OneDigital Investment Advisors LLC78,267$5.87M0.06%-42013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC78,091$5.85M1.68%+3,72213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY75,492$5.66M<0.01%+16,49313F-HR/ATimelineGroup
James J. Burns & Company, LLC75,220$5.64M0.78%-1,50913F-HRTimeline
Sepio Capital, LP67,359$5.05M0.28%new13F-HRTimeline
CX Institutional67,000$5.02M0.15%+3,49413F-HRTimeline
MAI Capital Management60,039$4.5M0.03%-11113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,166$4.43M<0.01%+12,09913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,901$4.34M<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC54,313$4.07M<0.01%+20,29513F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital51,896$3.89M0.01%new13F-HRTimelineGroup
QP WEALTH MANAGEMENT, LLC51,179$3.84M3.38%13F-HRTimeline
MML INVESTORS SERVICES, LLC47,059$3.53M0.01%+4,63313F-HRTimeline
Trek Financial, LLC45,112$3.38M0.2%+4,58713F-HRTimeline
Retirement Planning Group, LLC44,911$3.37M0.11%+1,44913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,148$3.01M<0.01%+25,97813F-HRTimelineGroup
Smartleaf Asset Management LLC39,217$2.96M0.11%013F-HRTimeline
GREAT LAKES ADVISORS, LLC38,613$2.89M0.02%+35,57313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,093$2.85M<0.01%+27,13413F-HRTimelineGroup
Pure Financial Advisors, LLC37,344$2.8M0.04%+22,15313F-HRTimeline
Andina Capital Management, LLC36,366$2.73M1.65%+91713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.35,659$2.67M0.06%+2,56713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC33,653$2.52M0.02%-2,97013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC32,236$2.42M0.37%+12813F-HRTimeline
Evernest Financial Advisors, LLC29,171$2.38M0.5%+11,05313F-HRTimeline
Blue Trust, Inc.31,004$2.32M0.03%+30,95113F-HRTimeline
Centerpoint Advisors, LLC30,637$2.3M0.71%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,908$2.17M<0.01%+5,97613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,600$2.07M<0.01%+1,97613F-HR/ATimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC26,466$1.98M0.04%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC25,866$1.94M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS22,956$1.72M<0.01%+9,57413F-HRTimeline
QUADRANT CAPITAL GROUP LLC22,826$1.71M0.05%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,785$1.71M<0.01%-91713F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP22,700$1.7M0.06%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.21,612$1.62M0.01%+15,15213F-HR/ATimeline
Quantinno Capital Management LP21,381$1.6M<0.01%+18,08713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,747$1.48M0.01%+73313F-HRTimelineGroup
HF Advisory Group, LLC19,555$1.47M0.51%+26213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,242$1.44M<0.01%+4,09413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,202$1.44M<0.01%+13,33213F-HR/ATimelineGroup
Private Advisor Group, LLC18,252$1.37M0.01%+4,72613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC17,900$1.34M0.01%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/17,823$1.34M0.93%+30213F-HRTimeline
Ulland Investment Advisors, LLC17,340$1.3M1.04%-74013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP16,864$1.26M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers16,533$1.24M<0.01%-4,30213F-HRTimeline
WorthPointe, LLC16,361$1.23M0.32%new13F-HRTimeline
WHITTIER TRUST CO15,466$1.21M0.01%+3,58913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …14,880$1.18M0.05%+11,44713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP15,519$1.16M<0.01%new13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…13,976$1.05M<0.01%+2,00513F-HRTimeline
Charter Oak Capital Management, LLC13,716$1.03M0.08%-48413F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC12,682$1.02M0.48%-36513F-HRTimeline
TFR Capital, LLC.13,338$1000K0.33%-62113F-HRTimeline
CWM, LLCin group CWM, LLC13,247$993K<0.01%-2113F-HRTimelineGroup
GUIDANCE CAPITAL, INC12,059$978K0.24%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,420$931K0.02%013F-HRTimelineGroup
Strong Tower Advisory Services12,419$931K0.17%+85213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,853$888K<0.01%013F-HRTimelineGroup
NEW SOUTH CAPITAL MANAGEMENT INC11,825$886K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC11,433$857K0.01%+7,27113F-HRTimeline
USAdvisors Wealth Management, LLC11,427$856K0.28%-4913F-HRTimeline
BBR PARTNERS, LLC11,206$840K0.05%013F-HRTimeline
RFG Advisory, LLC11,196$839K0.02%-2113F-HRTimeline
L.K. Benson & Company, P.C.11,142$835K0.42%+813F-HRTimeline
CERTUITY, LLC10,337$775K0.05%+3913F-HRTimeline
Kovack Advisors, Inc.9,984$748K0.04%new13F-HR/ATimeline
GC Wealth Management RIA, LLC9,928$744K0.03%-1,60013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,819$736K<0.01%-113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,427$706K<0.01%-91113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC9,402$705K0.11%+1,00613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,584$699K0.34%new13F-HRTimeline
Thayer Financial, L.L.C.9,060$679K0.72%13F-HRTimeline
OLD NATIONAL BANCORP /IN/8,977$673K0.01%013F-HRTimeline
Creative Planningin group Creative Planning8,868$665K<0.01%-3,56513F-HRTimelineGroup
OneAscent Wealth Management LLCin group OneAscent Financial Services …8,415$631K0.21%+1613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,268$620K<0.01%+11013F-HRTimelineGroup
Mayfair Advisory Group, LLC7,889$599K0.23%+66113F-HRTimeline
Sanctuary Advisors, LLC7,746$580K<0.01%+1,54013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,491$561K<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC7,483$561K0.01%+21813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,388$554K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC7,210$540K0.06%013F-HRTimeline
EP Wealth Advisors, LLC7,009$525K<0.01%13F-HRTimeline
Legacy Advisory Services, LLC6,870$515K0.39%+1313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,510$509K0.01%+5,93613F-HRTimeline
Hilton Capital Management, LLC6,752$506K0.04%new13F-HRTimeline
NewEdge Advisors, LLC6,416$481K<0.01%+25713F-HRTimeline
Lakeridge Wealth Management LLC6,267$470K0.21%-14713F-HRTimeline
LITTLE HOUSE CAPITAL LLC6,106$458K0.11%-30513F-HRTimeline
D.A. DAVIDSON & CO.5,842$438K<0.01%+75413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,820$436K<0.01%+1,46713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC5,749$431K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,555$416K0.01%+1,88913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,364$406K<0.01%+1213F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC5,278$401K0.06%+213F-HRTimeline
O'Connor Financial Group LLC4,946$396K0.16%-13313F-HRTimeline
Summit Financial, LLC5,230$392K0.01%new13F-HRTimeline
SFMG, LLC4,862$364K0.02%+23813F-HRTimeline
Mayflower Financial Advisors, LLC4,834$362K0.04%+113F-HRTimeline
NORDEN GROUP LLC4,800$360K0.04%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,722$354K0.24%+23713F-HRTimeline
Altman Advisors, Inc.24,092$348K0.13%+34213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,412$331K<0.01%+1,30213F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,390$329K0.01%013F-HRTimelineGroup
TRUE Private Wealth Advisors4,309$323K0.03%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,302$322K0.01%+1,13913F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,247$318K<0.01%-4413F-HRTimeline
DIVERSIFIED TRUST CO4,069$305K0.01%013F-HRTimeline
MATHER GROUP, LLC.4,067$305K<0.01%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA4,053$304K0.04%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,018$301K<0.01%-2,83413F-HRTimelineGroup
Firestone Capital Management4,000$300K0.06%013F-HRTimeline
First Heartland Consultants, Inc.3,963$297K0.02%+41813F-HRTimeline
Fairman Group, LLC3,961$297K0.24%+1,69713F-HRTimeline
Van Cleef Asset Management,Inc3,885$291K0.03%013F-HRTimeline
Vantage Financial Partners, LLC3,778$283K0.06%-10913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,775$283K<0.01%+2113F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC3,665$275K0.04%013F-HRTimeline
Atria Investments, Inc3,627$272K<0.01%+31813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,527$264K<0.01%013F-HRTimelineGroup
SevenBridge Financial Group, LLC3,211$257K0.04%-3013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,387$254K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,336$250K<0.01%-35613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,310$248K<0.01%+1313F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,202$240K0.02%13F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.3,200$240K0.02%013F-HRTimeline
NTV Asset Management LLC2,975$223K0.02%013F-HRTimeline
Red Mountain Financial, LLC2,931$220K0.22%-1,23013F-HRTimeline
SageView Advisory Group, LLC2,918$219K0.01%-2,16313F-HRTimeline
IHT Wealth Management, LLC2,912$218K0.01%new13F-HRTimeline
Compound Planning, Inc.2,783$209K0.01%-92413F-HRTimeline
Opulen Financial Group LLC2,762$207K0.15%-2913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,720$207K<0.01%+2,57713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,705$203K<0.01%-4,65213F-HRTimeline
Bill Few Associates, Inc.2,669$200K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,265$170K0.01%+113F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,942$146K0.03%013F-HRTimeline
COMERICA BANK1,580$118K<0.01%-5,32313F-HRTimeline
Independence Bank of Kentucky1,383$104K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,247$93.4K<0.01%+15713F-HRTimelineGroup
Align Financial, LLC88,055$88.1K0.06%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,175$88.1K<0.01%-5013F-HRTimelineGroup
AlphaCore Capital LLC1,174$88K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,143$85.7K<0.01%-3813F-HRTimeline
New Republic Capital, LLC963$72.2K0.02%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.865$64.8K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.775$58.1K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC710$56.7K0.01%-68713F-HRTimeline
ORG Partners LLC754$56.5K0.01%013F-HRTimeline