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Disclosery

SMMV ISHARES TR

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MSCI USA SMCP MN (fund)

120 managers (121 13F filers) reported a position in SMMV shares at 2025-09-30, 4,780,977 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
120
13F filers
121
New
9
Added
39
Reduced
43
Sold out
10
Shares held by filers
4,780,977

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,255,902$54.1M<0.01%-5,80613F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV453,669$19.5M0.03%-43,71313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN403,288$17.4M<0.01%+44,73313F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.291,848$12.6M4.07%+2,40813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,328$11.4M<0.01%-13,77213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC176,529$7.6M0.01%-1,46313F-HRTimeline
LPL Financial LLC158,728$6.83M<0.01%-5,12913F-HRTimeline
Brickley Wealth Management127,031$5.47M0.95%-90713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,802$4M<0.01%+53,46013F-HRTimelineGroup
Creative Planningin group Creative Planning88,182$3.8M<0.01%-53213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC81,922$3.53M0.07%-4,18913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC77,511$3.34M0.02%+62,44813F-HRTimelineGroup
UBS Group AGin group UBS Group AG72,290$3.11M<0.01%+2,56413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO70,582$3.04M<0.01%-2,07513F-HR/ATimelineGroup
Rehmann Capital Advisory Group67,970$2.93M0.16%-65713F-HRTimeline
Beacon Pointe Advisors, LLC67,873$2.92M0.02%+7,13113F-HRTimeline
Modern Wealth Management, LLC66,825$2.88M0.06%+1,19213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC62,921$2.71M<0.01%-144,33313F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,228$2.29M0.01%-2,39713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,408$2.13M<0.01%-412,40113F-HRTimelineGroup
Armbruster Capital Management, Inc.46,700$2.01M0.34%-65013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,413$1.57M<0.01%-1,27713F-HRTimelineGroup
Burns Matteson Capital Management, LLC33,773$1.45M0.61%-58013F-HRTimeline
Sage Mountain Advisors LLC33,080$1.42M0.08%013F-HRTimeline
Integrated Wealth Concepts LLC31,378$1.35M0.01%-3,34813F-HRTimeline
Leelyn Smith, LLC29,323$1.26M0.19%+36213F-HRTimeline
Steward Partners Investment Advisory, L…26,972$1.16M0.01%+17813F-HRTimeline
Advisory Services Network, LLC26,417$1.14M0.02%+1,65413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,473$1.1M0.02%+1313F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,399$964K0.06%013F-HRTimeline
Prime Capital Investment Advisors, LLC21,326$918K0.01%-3,36013F-HRTimeline
Moloney Securities Asset Management, LLC19,546$841K0.1%-16,65913F-HRTimeline
MFA Wealth Services18,902$814K0.56%+8813F-HRTimeline
REGATTA CAPITAL GROUP, LLC17,910$771K0.12%+5,81113F-HRTimeline
Private Advisor Group, LLC17,495$753K<0.01%-1,24713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,256$700K0.01%+8,84513F-HRTimeline
MML INVESTORS SERVICES, LLC14,272$614K<0.01%+1613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,314$570K0.07%+813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,428$535K<0.01%-4,61613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,395$534K<0.01%-23,90713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,286$529K<0.01%+6513F-HRTimelineGroup
HRT FINANCIAL LP12,218$525K<0.01%new13F-HRTimeline
Cetera Investment Advisers11,697$504K<0.01%+4,91713F-HRTimeline
NewEdge Advisors, LLC11,641$501K<0.01%-3,75213F-HRTimeline
COWA, LLC10,636$458K0.15%+1,79013F-HRTimeline
Fortune Financial Advisors, LLC10,594$456K0.34%-2,51213F-HRTimeline
High Net Worth Advisory Group LLC10,588$456K0.11%-24913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,466$451K<0.01%-16013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,281$443K0.01%+3,25313F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC10,178$438K0.12%+3713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,870$425K0.01%+1913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,645$372K<0.01%-3,49713F-HR/ATimelineGroup
IHT Wealth Management, LLC8,605$370K0.01%-13113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,312$357K0.02%-35513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,363$356K<0.01%+3,04813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,783$335K0.01%-2,56313F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding7,744$333K+1,228Timeline
Opulen Financial Group LLC7,723$332K0.25%+13413F-HRTimeline
D.A. DAVIDSON & CO.7,511$323K<0.01%013F-HRTimeline
Professional Financial Advisors, LLC7,349$316K0.07%+2,50313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,144$308K0.01%+1,15513F-HRTimelineGroup
CHOREO, LLC7,135$307K<0.01%+913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,012$302K0.01%013F-HRTimeline
Janney Montgomery Scott LLC6,523$281K<0.01%-5,02613F-HRTimeline
Mariner, LLCin group Mariner, LLC6,509$280K<0.01%-378,13113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,001$258K<0.01%+113F-HRTimelineGroup
TBH Global Asset Management, LLC5,882$253K0.05%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,648$243K<0.01%+61613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,397$232K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,359$231K<0.01%013F-HRTimelineGroup
First Bank & Trust5,322$229K0.04%-55913F-HRTimeline
HBK Sorce Advisory LLC5,325$228K0.01%-1,31013F-HR/ATimeline
Nova Wealth Management, Inc.5,199$224K0.16%-2,75213F-HRTimeline
Waverly Advisors, LLC5,067$218K<0.01%-31613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,952$213K0.16%-2513F-HRTimeline
S.A. Mason LLC4,638$200K0.09%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.4,409$190K<0.01%+17113F-HRTimeline
Farther Finance Advisors, LLC3,421$147K<0.01%+3,30613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,990$129K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,946$127K<0.01%+59013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,185$94.1K<0.01%+25213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,793$77.2K<0.01%013F-HRTimelineGroup
Provident Wealth Management, LLC1,753$75.5K0.02%013F-HRTimeline
COMERICA BANK1,389$59.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,375$59.2K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,364$58.7K0.01%+413F-HRTimeline
Reyes Financial Architecture, Inc.1,332$57.3K0.04%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,125$48.4K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,107$47.7K<0.01%-4613F-HRTimeline
Front Row Advisors LLC1,050$45.2K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.900$38.8K0.03%+513F-HRTimeline
AE Wealth Management LLC887$38.2K<0.01%-513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC871$37.5K0.01%new13F-HRTimeline
Pacific Center for Financial Services635$27.3K0.01%013F-HRTimeline
Root Financial Partners, LLC617$26.6K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…578$24.9K0.01%+5013F-HRTimelineGroup
Founders Financial Alliance, LLC484$20.8K<0.01%new13F-HRTimeline
Fairscale Capital, LLC394$17K0.01%013F-HRTimeline
BFSG, LLC386$16.6K<0.01%013F-HRTimeline
CX Institutional343$15K<0.01%new13F-HRTimeline
MAI Capital Management346$14.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…345$14.9K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL317$13.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC242$10.4K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC203$8.74K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…187$8.05K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC180$7.75K<0.01%013F-HRTimeline
Millstone Evans Group, LLC136$5.86K<0.01%013F-HRTimeline
CoreCap Advisors, LLC93$4K<0.01%-413F-HRTimeline
Archer Investment Corp67$2.88K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…61$2.63K<0.01%013F-HRTimeline
Sachetta, LLC58$2.5K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.57$2K<0.01%013F-HRTimeline
IFP Advisors, Inc44$1.89K<0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.38$1.64K<0.01%-10213F-HRTimeline
Rossby Financial, LCC24$1.03K<0.01%-8,91613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13$560<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$505<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7$301<0.01%-9013F-HRTimelineGroup
Premier Financial Group1$43<0.01%013F-HRTimeline