SMMD ISHARES TR
FollowRUSEL 2500 ETF (fund)
Filings received so far for Q3 2026: 13 13F filers report a position in SMMD shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | 199,162 | $17M | 0.43% | +22,242 | 13F-HRTimeline |
| CX Institutional | 70,626 | $6.04M | 0.16% | +1,469 | 13F-HRTimeline |
| CONGRESS ASSET MANAGEMENT CO | 50,072 | $4.28M | 0.03% | -83,644 | 13F-HRTimeline |
| HF Advisory Group, LLC | 19,102 | $1.63M | 0.49% | +65 | 13F-HRTimeline |
| BOYUM WEALTH ARCHITECTS LLC | 14,709 | $1.27M | 0.52% | -55 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 12,597 | $1.08M | 0.01% | -2 | 13F-HRTimeline |
| Bill Few Associates, Inc. | 8,413 | $719K | 0.15% | +1,710 | 13F-HRTimeline |
| Wedmont Private Capital | 8,028 | $690K | 0.02% | new | 13F-HRTimeline |
| Vann Equity Management LLC | 7,104 | $608K | 0.36% | +2,269 | 13F-HRTimeline |
| FINANCIAL MANAGEMENT NETWORK INC | 4,684 | $406K | 0.06% | +6 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 3,504 | $300K | 0.02% | +40 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 2,655 | $227K | 0.01% | -285 | 13F-HRTimeline |
| Trust Co | 1,494 | $128K | 0.01% | new | 13F-HRTimeline |