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Disclosery

SMMV ISHARES TR

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MSCI USA SMCP MN (fund)

121 managers (122 13F filers) reported a position in SMMV shares at 2025-03-31, 5,094,435 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
121
13F filers
122
New
12
Added
26
Reduced
52
Sold out
12
Shares held by filers
5,094,435

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,260,962$52.3M<0.01%+72,30313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV543,332$22.5M0.05%-50,69713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC482,456$20M0.01%-89,04913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC285,078$11.8M<0.01%-40,45813F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.284,086$11.8M4.27%+73613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC185,720$7.7M<0.01%+3,19413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC184,971$7.67M0.01%-3,43113F-HRTimeline
LPL Financial LLC140,053$5.81M<0.01%-4,03813F-HRTimeline
Brickley Wealth Management127,960$5.3M1.1%+113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC92,791$3.85M0.1%-14,76713F-HRTimeline
Creative Planningin group Creative Planning88,998$3.69M<0.01%+59013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO83,092$3.44M<0.01%-1,60713F-HRTimelineGroup
UBS Group AGin group UBS Group AG70,788$2.93M<0.01%-3,70413F-HRTimelineGroup
Rehmann Capital Advisory Group68,439$2.84M0.18%+2613F-HRTimeline
Wade Financial Advisory, Inc67,215$2.79M0.95%-2,07213F-HRTimeline
Beacon Pointe Advisors, LLC61,878$2.56M0.03%-3,80013F-HRTimeline
Modern Wealth Management, LLC61,769$2.56M0.08%new13F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN61,376$2.54M<0.01%+40,49013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,257$2.42M<0.01%-16,88213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…55,371$2.29M0.01%-38,60013F-HRTimeline
Armbruster Capital Management, Inc.40,275$1.67M0.33%+57513F-HRTimeline
Moloney Securities Asset Management, LLC34,878$1.45M0.2%+5,23313F-HRTimeline
Burns Matteson Capital Management, LLC34,512$1.43M0.77%-3113F-HRTimeline
Integrated Wealth Concepts LLC33,936$1.41M0.02%+5913F-HRTimeline
Sage Mountain Advisors LLC33,080$1.37M0.1%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP30,900$1.28M<0.01%new13F-HRTimelineGroup
Leelyn Smith, LLC28,961$1.2M0.21%-34913F-HRTimeline
Steward Partners Investment Advisory, L…26,795$1.11M0.01%-32213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,826$1.07M0.02%-49113F-HRTimelineGroup
1858 WEALTH MANAGEMENT, LLC25,420$1.05M0.89%new13F-HRTimeline
Prime Capital Investment Advisors, LLC24,977$1.04M0.01%-27113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,735$942K<0.01%-150,31513F-HR/ATimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,399$928K0.07%-81813F-HRTimeline
Private Advisor Group, LLC20,721$859K0.01%-17913F-HRTimeline
NewEdge Advisors, LLC19,672$815K<0.01%-9,36613F-HRTimeline
MFA Wealth Services17,062$707K0.58%-1513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,640$607K<0.01%-14013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,495$559K<0.01%+3,91713F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC13,300$551K0.08%+713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,232$548K<0.01%013F-HRTimelineGroup
Fortune Financial Advisors, LLC13,064$541K0.47%-8113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,459$516K<0.01%-9,95213F-HRTimelineGroup
Janney Montgomery Scott LLC11,457$475K<0.01%-3,23413F-HRTimeline
Joel Adams & Associates, Inc.11,234$466K0.42%-5,60713F-HRTimeline
High Net Worth Advisory Group LLC11,161$463K0.13%-31,97213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,626$440K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,321$427K0.01%-28313F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC10,208$423K0.13%+3613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,355$388K0.01%-7613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,193$381K<0.01%-1,00213F-HRTimeline
CHOREO, LLC9,191$381K0.01%-5613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,106$377K-118Timeline
Corient Private Wealth LPin group Corient Private Wealth LP9,043$375K<0.01%013F-HRTimelineGroup
Global View Capital Management LLC8,863$367K0.13%-68313F-HRTimeline
IHT Wealth Management, LLC8,736$362K0.01%-18913F-HRTimeline
Freedom Investment Management, Inc.8,200$340K0.03%-63113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,167$338K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,701$319K<0.01%-20413F-HRTimelineGroup
Opulen Financial Group LLC7,569$314K0.28%-13313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,310$303K0.01%-4,34513F-HRTimelineGroup
Cable Hill Partners, LLC7,230$297K0.03%+86213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,012$291K0.01%013F-HRTimeline
HBK Sorce Advisory LLC6,920$287K0.01%-29713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,842$284K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.6,736$279K<0.01%+6313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,646$275K0.02%-69113F-HR/ATimelineGroup
McNaughton Wealth Management, LLC6,130$254K0.12%-14313F-HRTimeline
Cetera Investment Advisers6,045$251K<0.01%-37213F-HRTimeline
First Bank & Trust5,955$247K0.05%-813F-HRTimeline
Waverly Advisors, LLC5,575$231K<0.01%-2,76313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,432$225K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC5,424$225K<0.01%+513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,359$222K<0.01%-15113F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.5,075$210K0.19%+313F-HRTimeline
Hibernia Wealth Partners, LLC4,954$205K0.15%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,938$205K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,842$201K<0.01%-2013F-HRTimelineGroup
S.A. Mason LLC4,628$192K0.1%-4013F-HRTimeline
EP Wealth Advisors, LLC3,307$137K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,990$124K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,466$102K<0.01%+16813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,315$96K<0.01%-1,97113F-HRTimeline
Stephens Consulting, LLC2,202$91.3K0.02%-13213F-HRTimeline
Rossby Financial, LCC2,140$87.1K0.04%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,793$74.3K<0.01%+3713F-HRTimelineGroup
Provident Wealth Management, LLC1,753$72.7K0.03%013F-HRTimeline
AE Wealth Management LLC1,436$59.5K<0.01%013F-HRTimeline
COMERICA BANK1,389$57.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,375$57K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,357$56.2K0.01%+413F-HRTimeline
Reyes Financial Architecture, Inc.1,332$55.2K0.04%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,125$46.6K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,050$43.5K0.02%013F-HRTimeline
Pacific Center for Financial Services635$26.3K0.01%-11913F-HRTimeline
MAI Capital Management621$25.7K<0.01%+34513F-HRTimeline
Beacon Capital Management, LLC602$25K<0.01%+313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…528$22K0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC484$20.1K<0.01%013F-HRTimeline
Millstone Evans Group, LLC431$17.8K0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…419$17.4K<0.01%-93213F-HRTimelineGroup
Fairscale Capital, LLC394$16.3K0.01%013F-HRTimeline
BFSG, LLC386$16K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL317$13.1K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.291$12.1K0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC242$10K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC180$7.46K0.01%013F-HRTimeline
CoreCap Advisors, LLC155$6.42K<0.01%+813F-HRTimeline
Geneos Wealth Management Inc.118$4.89K<0.01%013F-HRTimeline
Archer Investment Corp67$2.78K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…61$2.53K<0.01%013F-HRTimeline
Sachetta, LLC57$2.38K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC56$2.32K<0.01%013F-HRTimeline
Compass Wealth Management LLC53$2.2K<0.01%new13F-HRTimeline
Heritage Wealth Advisors48$2K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.57$2K<0.01%013F-HRTimeline
IFP Advisors, Inc44$1.82K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$1K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC18$748<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13$539<0.01%013F-HRTimelineGroup
Future Financial Wealth Managment LLC1$41<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.