Skip to content
Disclosery

SMMD ISHARES TR

Follow

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
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,413,593$337M1.65%+475,96913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding3,073,186$235M+2,536,085Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,116,037$162M0.01%-1,122,48013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,730,215$132M0.06%+1,729,04013F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…1,504,650$115M0.64%013F-HRTimeline
CENTRAL TRUST Co949,678$72.5M1.43%+202,29313F-HRTimeline
FMR LLCin group FMR LLC940,389$71.8M<0.01%+63,26413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC775,027$59.2M0.73%-72,81913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth763,695$58.3M0.06%+5,70013F-HRTimelineGroup
Cresset Asset Management, LLC660,039$50.4M0.22%+15,05013F-HRTimeline
UBS Group AGgroup of 2 filers holding584,646$44.6M+185,547Timeline
Wealthspire Advisors, LLC540,334$41.3M0.32%+32,74913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…502,333$38.4M1.22%+31,27813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC445,063$34M0.01%+88,12413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL414,411$31.6M0.09%-65,54613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\379,860$29M0.04%+38,99713F-HRTimelineGroup
Kendall Capital Management354,936$27.1M5.55%+2,07513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO344,333$25.4M<0.01%+258,45713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP302,280$23.1M0.03%+77,79313F-HRTimelineGroup
Diesslin Group, Inc.291,193$22.2M10.01%-11,86813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC276,343$21M0.01%+68,62113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …271,761$20.7M0.4%+11,81213F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC260,967$19.9M0.15%+58,90913F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO239,075$18.3M0.13%-1,09413F-HRTimeline
LPL Financial LLC214,790$16.4M<0.01%+32,42213F-HRTimeline
Brio Consultants, LLC173,045$14.9M1.82%+63,76413F-HRTimeline
CWA Asset Management Group, LLC187,140$14.3M0.49%+13,63613F-HRTimeline
SFAM, LLC175,608$13.4M12.44%-1,32113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC164,192$12.5M1.48%+35,93713F-HRTimeline
Vestmark Advisory Solutions, Inc.163,089$12.5M0.14%-160,35013F-HRTimeline
World Investment Advisors163,073$12.5M0.2%-160,35013F-HRTimeline
SigFig Wealth Management, LLC157,244$12M0.35%+24,37313F-HRTimeline
Curi Capital, LLC155,631$11.9M0.21%-6,55313F-HRTimeline
Heritage Family Offices, LLP152,444$11.6M5.16%-72,39013F-HRTimeline
Berger Financial Group, Inc143,458$11M0.61%+2,38013F-HRTimeline
Janney Montgomery Scott LLC132,395$10.1M0.03%+18,61413F-HRTimeline
Rossby Financial, LCC126,214$9.72M2.03%+16,42813F-HRTimeline
CMH Wealth Management LLC125,051$9.55M1.64%-1,20313F-HRTimeline
CIBC WORLD MARKET INC.123,152$9.4M0.02%+35,00013F-HRTimeline
ROGCO, LP111,111$8.48M2.83%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY105,042$8.02M<0.01%+29,55013F-HRTimelineGroup
Orion Porfolio Solutions, LLC101,858$7.78M0.07%-52,48813F-HRTimeline
HighTower Advisors, LLC96,338$7.36M0.01%-48513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC93,234$7.12M0.01%-12,45013F-HRTimeline
Mariner, LLCin group Mariner, LLC90,844$6.94M0.01%+1,18413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…89,459$6.83M0.01%+11,07113F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC87,975$6.72M1.86%+9,88413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC77,374$5.91M<0.01%+58,17213F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.74,449$5.68M0.02%+52,83713F-HRTimeline
James J. Burns & Company, LLC73,776$5.63M0.76%-1,44413F-HRTimeline
OneDigital Investment Advisors LLC71,783$5.48M0.05%-6,48413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,126$5.43M0.01%-249,77713F-HRTimelineGroup
CX Institutional69,706$5.32M0.16%+2,70613F-HRTimeline
Pure Financial Advisors, LLC64,484$4.92M0.07%+27,14013F-HRTimeline
MAI Capital Management60,132$4.59M0.03%+9313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD54,934$4.19M2.5%-95,35313F-HRTimeline
MML INVESTORS SERVICES, LLC54,519$4.16M0.01%+7,46013F-HRTimeline
Trek Financial, LLC54,231$4.14M0.22%+9,11913F-HRTimeline
WorthPointe, LLC51,841$3.96M1.08%+35,48013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.51,411$3.93M0.09%+15,75213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC49,893$3.81M<0.01%-4,42013F-HR/ATimelineGroup
GUIDANCE CAPITAL, INC42,609$3.67M0.82%+30,55013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,738$3.64M<0.01%+7,59013F-HRTimelineGroup
Retirement Planning Group, LLC45,647$3.49M0.11%+73613F-HRTimeline
FLOW TRADERS U.S. LLC44,952$3.43M0.11%new13F-HRTimeline
WHITTIER TRUST CO38,965$3.03M0.03%+23,49913F-HRTimeline
Evernest Financial Advisors, LLC32,492$2.74M0.57%+3,32113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,469$2.71M<0.01%-23,69713F-HRTimelineGroup
QP WEALTH MANAGEMENT, LLC34,313$2.62M4.49%-16,86613F-HRTimeline
Smartleaf Asset Management LLC34,205$2.52M0.09%-5,01213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC32,306$2.47M0.39%+7013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,934$2.44M<0.01%+23,66613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC31,056$2.37M<0.01%+2,14813F-HRTimelineGroup
Centerpoint Advisors, LLC30,637$2.34M0.76%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,563$2.33M<0.01%+11,32113F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,679$2.11M<0.01%+7913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,142$2M<0.01%+3,35713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,930$1.98M<0.01%+2,97413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC25,148$1.92M0.04%-1,31813F-HRTimelineGroup
Andina Capital Management, LLC25,020$1.91M1.69%-11,34613F-HRTimeline
Quantinno Capital Management LP24,155$1.84M<0.01%+2,77413F-HRTimeline
Spartan Wealth Advisory Services LLC23,720$1.81M0.16%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC22,826$1.74M0.05%013F-HR/ATimeline
KLINGENSTEIN FIELDS & CO LP22,700$1.73M0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…22,390$1.71M0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,238$1.62M0.01%+1,49113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,146$1.61M<0.01%13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD20,988$1.6M0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…20,988$1.6M0.11%new13F-HRTimeline
Cornerstone Financial Group, LLC /NE/18,779$1.6M1.03%+95613F-HRTimeline
HF Advisory Group, LLC19,297$1.47M0.5%-25813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC18,662$1.42M<0.01%-7,20413F-HRTimelineGroup
Private Advisor Group, LLC17,747$1.36M0.01%-50513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC17,344$1.32M0.01%-16,30913F-HRTimeline
Ulland Investment Advisors, LLC17,259$1.32M1.13%-8113F-HRTimeline
Cetera Investment Advisers17,218$1.31M<0.01%+68513F-HRTimeline
Blue Trust, Inc.16,384$1.25M0.01%-14,62013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,868$1.2M<0.01%+34913F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,139$1.08M<0.01%+16313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC12,670$1.08M0.45%-1213F-HRTimeline
Creative Planningin group Creative Planning13,890$1.06M<0.01%+5,02213F-HRTimelineGroup
Farther Finance Advisors, LLC13,446$1.04M0.01%+2,01313F-HRTimeline
CWM, LLCin group CWM, LLC13,250$1.01M<0.01%+313F-HRTimelineGroup
Charter Oak Capital Management, LLC13,183$1.01M0.08%-53313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.13,051$996K0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,500$954K0.01%-5,40013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,420$948K0.02%013F-HRTimelineGroup
TFR Capital, LLC.12,406$947K0.29%-93213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,853$905K<0.01%013F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC11,611$886K0.13%+2,20913F-HRTimeline
Mechanics Financial Corp11,396$870K0.36%new13F-HRTimeline
BBR PARTNERS, LLC11,206$856K0.05%013F-HRTimeline
RFG Advisory, LLC11,197$855K0.02%+113F-HRTimeline
L.K. Benson & Company, P.C.11,147$851K0.28%+513F-HRTimeline
USAdvisors Wealth Management, LLC11,450$844K0.28%+2313F-HRTimeline
GC Wealth Management RIA, LLC10,832$827K0.03%+90413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,457$798K0.01%-6,40713F-HRTimelineGroup
Kovack Advisors, Inc.9,963$761K0.04%-2113F-HRTimeline
CERTUITY, LLC9,947$759K0.05%-39013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,819$750K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,408$718K<0.01%-1913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,114$702K<0.01%+6,39413F-HRTimelineGroup
Thayer Financial, L.L.C.9,059$692K0.71%-113F-HRTimeline
OLD NATIONAL BANCORP /IN/8,977$685K0.01%013F-HRTimeline
Perigon Wealth Management, LLC8,385$640K0.01%+90213F-HRTimeline
Sanctuary Advisors, LLC7,962$608K<0.01%+21613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,790$581K<0.01%+3,37813F-HRTimelineGroup
Mayfair Advisory Group, LLC7,611$581K0.2%-27813F-HRTimeline
Legacy Advisory Services, LLC7,583$579K0.44%+71313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO7,491$572K<0.01%013F-HRTimelineGroup
Fairman Group, LLC7,258$554K0.47%+3,29713F-HRTimeline
Advyzon Investment Management, LLC7,210$550K0.05%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,122$544K<0.01%+1,30213F-HRTimelineGroup
NewEdge Advisors, LLC6,816$520K<0.01%+40013F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,193$514K0.01%-8,68713F-HRTimelineGroup
EP Wealth Advisors, LLC6,677$510K<0.01%-33213F-HRTimeline
D.A. DAVIDSON & CO.6,548$500K<0.01%+70613F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …6,504$497K0.16%-1,91113F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC6,251$477K0.12%+14513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,002$458K<0.01%+25313F-HRTimelineGroup
Lakeridge Wealth Management LLC5,976$456K0.2%-29113F-HRTimeline
TRUST CO OF OKLAHOMA5,785$442K0.13%new13F-HRTimeline
DIVERSIFIED TRUST CO5,768$440K0.01%+1,69913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,364$410K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,335$407K0.01%-22013F-HRTimeline
Summit Financial, LLC5,231$399K0.01%+113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,121$391K<0.01%+87413F-HRTimeline
Betterment LLC5,083$388K<0.01%new13F-HRTimeline
O'Connor Financial Group LLC5,029$384K0.16%+8313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,000$382K<0.01%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,728$381K0.06%-55013F-HRTimeline
SFMG, LLC4,945$378K0.03%+8313F-HRTimeline
STAR Financial Bank4,905$374K0.18%new13F-HRTimeline
Mayflower Financial Advisors, LLC4,846$370K0.04%+1213F-HRTimeline
Bill Few Associates, Inc.4,816$368K0.09%+2,14713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,611$352K0.24%-11113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,597$351K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC4,396$336K0.01%+1,48413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,390$335K0.01%013F-HRTimelineGroup
Align Financial, LLC4,369$334K0.19%-83,68613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,340$331K<0.01%+32213F-HRTimelineGroup
TRUE Private Wealth Advisors4,313$329K0.03%+413F-HRTimeline
Altman Advisors, Inc.23,941$315K0.13%-15113F-HRTimeline
MATHER GROUP, LLC.4,067$311K<0.01%013F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA4,053$309K0.05%013F-HRTimelineGroup
Firestone Capital Management4,000$305K0.06%013F-HRTimeline
Van Cleef Asset Management,Inc3,885$297K0.03%013F-HRTimeline
First Heartland Consultants, Inc.3,810$291K0.02%-15313F-HRTimeline
GREAT LAKES ADVISORS, LLC3,785$289K<0.01%-34,82813F-HRTimeline
MainStreet Investment Advisors LLC3,784$289K0.04%new13F-HRTimeline
&PARTNERS3,770$288K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,837$288K<0.01%+6213F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.3,668$280K0.02%-107,91213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,665$280K0.04%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,527$269K<0.01%013F-HRTimelineGroup
SevenBridge Financial Group, LLC3,092$261K0.04%-11913F-HRTimeline
Park Edge Advisors, LLC3,411$260K0.06%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,387$259K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,335$255K<0.01%-113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,293$251K<0.01%-1713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,245$248K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC3,231$247K0.01%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.3,200$244K0.02%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,201$240K0.02%-113F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO3,116$238K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,100$237K0.01%-1,20213F-HRTimelineGroup
IEQ CAPITAL, LLC3,102$237K<0.01%new13F-HRTimeline
NTV Asset Management LLC2,975$227K0.02%013F-HRTimeline
SageView Advisory Group, LLC2,918$223K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,903$222K<0.01%-35,19013F-HRTimelineGroup
Savvy Advisors, Inc.2,799$214K0.01%new13F-HRTimeline
Opulen Financial Group LLC2,768$211K0.15%+613F-HRTimeline
Ballast Financial Advisors LLC2,737$209K0.21%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,733$209K<0.01%+2813F-HRTimeline
Advisors Capital Management, LLC2,660$203K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,625$200K<0.01%new13F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,300$176K0.01%+3513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,155$165K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,942$148K0.02%013F-HRTimeline
Clearstead Trust, LLC1,927$147K0.02%new13F-HRTimeline