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Disclosery

SMMV ISHARES TR

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MSCI USA SMCP MN (fund)

121 managers (121 13F filers) reported a position in SMMV shares at 2025-12-31, 4,710,903 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
121
13F filers
121
New
13
Added
36
Reduced
45
Sold out
12
Shares held by filers
4,710,903

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/1,256,145$54.4M<0.01%+24313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV437,130$18.9M0.03%-16,53913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN402,799$17.5M<0.01%-48913F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.280,799$12.2M4.28%-11,04913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,105$11.2M<0.01%-5,22313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,766$7.44M0.01%-4,76313F-HRTimeline
LPL Financial LLC164,994$7.15M<0.01%+6,26613F-HRTimeline
Brickley Wealth Management127,102$5.51M0.93%+7113F-HRTimeline
Creative Planningin group Creative Planning79,967$3.46M<0.01%-8,21513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,549$3.19M0.01%-3,96213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC71,228$3.09M0.06%-10,69413F-HRTimeline
Modern Wealth Management, LLC68,629$2.97M0.05%+1,80413F-HRTimeline
UBS Group AGin group UBS Group AG68,389$2.96M<0.01%-3,90113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68,231$2.96M<0.01%-2,35113F-HRTimelineGroup
Beacon Pointe Advisors, LLC67,287$2.92M0.02%-58613F-HRTimeline
Rehmann Capital Advisory Group66,879$2.9M0.15%-1,09113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA64,362$2.79M<0.01%-28,44013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,207$2.74M<0.01%+28613F-HRTimelineGroup
Cambridge Investment Research Advisors,…52,788$2.29M0.01%-44013F-HRTimeline
Armbruster Capital Management, Inc.45,890$1.99M0.33%-81013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,343$1.96M<0.01%-4,06513F-HRTimelineGroup
Advisory Services Network, LLC35,641$1.54M0.02%+9,22413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,900$1.51M<0.01%new13F-HRTimelineGroup
Burns Matteson Capital Management, LLC33,856$1.47M0.59%+8313F-HRTimeline
Sage Mountain Advisors LLC33,080$1.43M0.08%013F-HRTimeline
Integrated Wealth Concepts LLC31,387$1.36M0.02%+913F-HRTimeline
Steward Partners Investment Advisory, L…29,912$1.3M0.01%+2,94013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,850$990K0.02%-2,62313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,408$971K<0.01%-14,00513F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,399$971K0.06%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC21,966$952K0.14%+4,05613F-HRTimeline
Prime Capital Investment Advisors, LLC20,688$896K0.01%-63813F-HRTimeline
XY Planning Network, Inc.19,426$842K0.15%new13F-HRTimeline
MFA Wealth Services19,081$827K0.56%+17913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,879$818K<0.01%+6,48413F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,811$815K<0.01%+13,41413F-HRTimelineGroup
Private Advisor Group, LLC17,561$761K<0.01%+6613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,398$754K0.01%+1,14213F-HRTimeline
Leelyn Smith, LLC16,569$718K0.1%-12,75413F-HRTimeline
MML INVESTORS SERVICES, LLC15,099$654K<0.01%+82713F-HRTimeline
COWA, LLC14,251$617K0.19%+3,61513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,025$564K0.06%-28913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,332$534K<0.01%+4613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,258$531K<0.01%-17013F-HRTimelineGroup
Cetera Investment Advisers12,176$528K<0.01%+47913F-HRTimeline
NewEdge Advisors, LLC10,547$457K<0.01%-1,09413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,466$453K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,388$450K0.01%+51813F-HRTimelineGroup
Fortune Financial Advisors, LLC9,998$433K0.29%-59613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,882$428K0.12%-29613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,043$392K<0.01%new13F-HR/ATimelineGroup
High Net Worth Advisory Group LLC8,947$388K0.09%-1,64113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,649$375K<0.01%+413F-HR/ATimelineGroup
IHT Wealth Management, LLC8,491$368K0.01%-11413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,312$360K0.02%013F-HRTimeline
Opulen Financial Group LLC7,748$336K0.24%+2513F-HRTimeline
D.A. DAVIDSON & CO.7,491$325K<0.01%-2013F-HRTimeline
Professional Financial Advisors, LLC7,278$315K0.06%-7113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,113$308K0.01%-67013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO7,012$304K0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC6,919$300K0.01%new13F-HRTimeline
CHOREO, LLC6,783$296K<0.01%-35213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,512$284K0.01%-63213F-HRTimelineGroup
Janney Montgomery Scott LLC6,093$264K<0.01%-43013F-HRTimeline
Clear Creek Financial Management, LLC5,733$248K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,653$245K<0.01%+513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,490$238K<0.01%-1,01913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,359$231K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.5,206$226K0.15%+713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,124$222K<0.01%-87713F-HR/ATimelineGroup
First Bank & Trust5,077$220K0.04%-24513F-HRTimeline
Waverly Advisors, LLC4,978$216K<0.01%-8913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,787$207K0.15%-16513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,753$206K<0.01%-3,61013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,473$194K<0.01%+6413F-HRTimeline
S.A. Mason LLC4,438$192K0.08%-20013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,043$175K-3,701Timeline
BlackRock, Inc.in group BlackRock, Inc.3,739$162K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC3,702$160K<0.01%+75613F-HRTimelineGroup
Farther Finance Advisors, LLC3,421$148K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,990$130K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,915$83K<0.01%-27013F-HRTimeline
Provident Wealth Management, LLC1,753$76K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,725$74.8K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,411$61.1K0.01%+4713F-HRTimeline
Reyes Financial Architecture, Inc.1,332$57.7K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,275$55.2K<0.01%-10013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors1,125$48.7K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,050$45.5K0.02%013F-HRTimeline
SageView Advisory Group, LLC1,031$44.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC959$41.5K<0.01%+7213F-HRTimeline
Harbor Asset Planning, Inc.904$39.1K0.03%+413F-HRTimeline
Global Retirement Partners, LLC858$37.2K<0.01%-24913F-HRTimeline
CWM, LLCin group CWM, LLC734$32K<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…636$27.6K0.01%+5813F-HRTimelineGroup
Pacific Center for Financial Services635$27.3K0.01%013F-HRTimeline
Root Financial Partners, LLC620$26.9K<0.01%+313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…569$24.7K<0.01%new13F-HRTimeline
Fairscale Capital, LLC394$17.1K0.01%013F-HRTimeline
BFSG, LLC386$16.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…353$15.3K<0.01%+813F-HR/ATimelineGroup
CX Institutional344$15K<0.01%+113F-HRTimeline
MAI Capital Management346$15K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL317$13.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC294$12.7K<0.01%+20113F-HRTimeline
Measured Wealth Private Client Group, L…293$12.7K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC242$10.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…233$10.1K<0.01%-10,04813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…186$8.06K<0.01%-113F-HRTimelineGroup
WOLFF WIESE MAGANA LLC180$7.8K<0.01%013F-HRTimeline
SYM FINANCIAL Corp175$7.58K<0.01%new13F-HRTimeline
Triumph Capital Management90$3.9K<0.01%new13F-HRTimeline
Archer Investment Corp67$2.9K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…61$2.64K<0.01%013F-HRTimeline
Sachetta, LLC58$2.52K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.58$2K<0.01%+113F-HRTimeline
IFP Advisors, Inc44$1.91K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.38$1.66K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13$563<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$508<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7$303<0.01%013F-HRTimelineGroup