Skip to content
Disclosery

SMMV ISHARES TR

Follow

MSCI USA SMCP MN (fund)

121 managers (122 13F filers) reported a position in SMMV shares at 2026-06-30, 4,359,296 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
121
13F filers
122
New
8
Added
37
Reduced
43
Sold out
8
Shares held by filers
4,359,296

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,235,710$56.9M<0.01%-23,13113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV336,652$15.5M0.02%-18,89113F-HR/ATimeline
WEALTH MANAGEMENT RESOURCES, INC.284,437$13.1M4.04%+4,66413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC250,164$11.5M<0.01%+52413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC166,293$7.66M0.01%-2,83313F-HRTimeline
LPL Financial LLC153,476$7.07M<0.01%+18,93413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,825$5.93M<0.01%+49,24213F-HRTimelineGroup
Brickley Wealth Management121,953$5.61M0.81%-5,23413F-HRTimeline
Creative Planningin group Creative Planning77,714$3.58M<0.01%-3,43813F-HRTimelineGroup
Advisory Services Network, LLC67,614$3.11M0.04%-3,03913F-HRTimeline
UBS Group AGin group UBS Group AG67,183$3.09M<0.01%-19413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,523$3.03M<0.01%-23313F-HRTimelineGroup
Beacon Pointe Advisors, LLC65,006$2.99M0.01%+16113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC64,384$2.96M0.05%-1,92213F-HRTimeline
Rehmann Capital Advisory Group64,228$2.96M0.14%-44513F-HRTimeline
Integrated Wealth Concepts LLC63,284$2.91M0.01%+31,97513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC62,815$2.89M<0.01%+7,54413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO60,443$2.78M<0.01%-2,55213F-HRTimelineGroup
Modern Wealth Management, LLC59,023$2.72M0.03%-9,36313F-HRTimeline
Cambridge Investment Research Advisors,…48,282$2.22M<0.01%-2,24913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,071$2.21M<0.01%+15,93313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,646$2.1M<0.01%-4,22713F-HRTimelineGroup
Armbruster Capital Management, Inc.42,800$1.97M0.29%-3,74013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,711$1.92M<0.01%-3,17913F-HRTimelineGroup
Geneos Wealth Management Inc.38,423$1.77M0.04%+15,70313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,714$1.74M<0.01%+13,12713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,100$1.43M<0.01%-5,50013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC30,632$1.41M0.19%+3,95613F-HRTimeline
Burns Matteson Capital Management, LLC30,570$1.41M0.45%-2,31613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,350$1.31M<0.01%-44,50813F-HRTimelineGroup
Sage Mountain Advisors LLC23,957$1.1M0.07%-9,12313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,399$1.03M0.06%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,870$1.01M0.01%-94013F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,564$993K0.01%-9,52513F-HRTimeline
XY Planning Network, Inc.19,680$906K0.11%+7913F-HRTimeline
MFA Wealth Services19,308$889K0.53%+14513F-HRTimeline
Prime Capital Investment Advisors, LLC17,613$811K0.01%-88113F-HRTimeline
Private Advisor Group, LLC17,431$803K<0.01%-52413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,317$705K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,896$686K<0.01%+4,00113F-HRTimelineGroup
Cetera Investment Advisers14,849$684K<0.01%+2,19613F-HRTimeline
Leelyn Smith, LLC14,848$684K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC14,605$672K<0.01%+84013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,441$573K<0.01%+5013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,345$568K<0.01%+213F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,157$560K<0.01%+1,90013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC11,743$541K0.01%-8,42513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,466$482K<0.01%013F-HRTimeline
NewEdge Advisors, LLC10,314$475K<0.01%+40013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,942$458K0.09%+2713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,482$437K+5,437Timeline
MORGAN STANLEYin group MORGAN STANLEY9,254$426K<0.01%+64513F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC8,899$410K0.03%-1,72313F-HRTimeline
IHT Wealth Management, LLC8,353$385K0.01%-10513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,764$357K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,684$354K0.01%-5713F-HRTimelineGroup
Opulen Financial Group LLC7,500$345K0.22%+2613F-HRTimeline
D.A. DAVIDSON & CO.7,488$345K<0.01%013F-HRTimeline
COWA, LLC7,175$330K0.08%-6,77413F-HRTimeline
High Net Worth Advisory Group LLC7,123$328K0.07%-53113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,936$319K<0.01%new13F-HRTimelineGroup
CHOREO, LLC6,796$313K<0.01%+613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,512$300K<0.01%-50013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.6,475$298K<0.01%-33813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,832$269K0.01%+2,31313F-HRTimelineGroup
Clear Creek Financial Management, LLC5,694$262K0.02%+17013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,356$247K<0.01%-15913F-HRTimelineGroup
Fortune Financial Advisors, LLC5,348$246K0.11%-3,63413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,340$246K<0.01%+113F-HRTimelineGroup
Professional Financial Advisors, LLC5,215$240K0.04%+4313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,108$237K<0.01%-20013F-HRTimeline
Waverly Advisors, LLC5,001$230K<0.01%+1013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,993$230K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,959$228K<0.01%013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,711$217K<0.01%-33413F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.4,591$211K0.14%-12313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,480$206K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC4,458$205K<0.01%new13F-HRTimeline
S.A. Mason LLC4,448$205K0.06%+1013F-HRTimeline
FMR LLCin group FMR LLC4,068$187K<0.01%+29613F-HRTimelineGroup
Farther Finance Advisors, LLC3,849$177K<0.01%+55113F-HRTimeline
EP Wealth Advisors, LLC3,845$177K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,751$173K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,062$141K<0.01%+84213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,990$138K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.2,466$114K0.06%-87513F-HRTimeline
Provident Wealth Management, LLC1,753$80.7K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,418$65.3K0.01%+313F-HRTimeline
CoreCap Advisors, LLC1,371$63.1K<0.01%+85213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,275$58.7K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors1,125$51.8K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,025$48.3K0.01%-2513F-HRTimeline
AE Wealth Management LLC981$45.1K<0.01%-613F-HRTimeline
Harbor Asset Planning, Inc.911$42K0.03%+313F-HRTimeline
IFG Advisory, LLC786$36.2K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…570$26.3K<0.01%013F-HRTimeline
Pacific Center for Financial Services546$25.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC537$24.7K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC502$23.1K<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…449$20.7K<0.01%+4113F-HR/ATimelineGroup
Fairscale Capital, LLC394$18.1K0.01%013F-HRTimeline
BFSG, LLC386$17.8K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…353$16.3K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL317$14.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC242$11.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC226$10.4K<0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC198$9.13K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…186$8.56K<0.01%-18613F-HRTimelineGroup
WOLFF WIESE MAGANA LLC180$8.29K<0.01%013F-HRTimeline
SYM FINANCIAL Corp175$8.06K<0.01%013F-HRTimeline
CX Institutional172$8K<0.01%-17413F-HRTimeline
Triumph Capital Management90$4.14K<0.01%013F-HRTimeline
Sachetta, LLC72$3.31K<0.01%013F-HRTimeline
Archer Investment Corp67$3.08K<0.01%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.58$3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…61$2.81K<0.01%013F-HRTimeline
IFP Advisors, Inc44$2.03K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24$1.1K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$539<0.01%013F-HRTimelineGroup
Allworth Financial LP7$323<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7$322<0.01%013F-HRTimelineGroup