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Disclosery

SMMV ISHARES TR

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MSCI USA SMCP MN (fund)

120 managers (120 13F filers) reported a position in SMMV shares at 2026-03-31, 4,420,375 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
120
13F filers
120
New
6
Added
41
Reduced
46
Sold out
7
Shares held by filers
4,420,375

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/1,258,841$54.9M<0.01%+2,69613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV355,543$15.5M0.02%-81,58713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.279,773$12.2M4.25%-1,02613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC249,640$10.9M<0.01%-9,46513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC169,126$7.38M0.01%-2,64013F-HRTimeline
LPL Financial LLC134,542$5.87M<0.01%-30,45213F-HRTimeline
Brickley Wealth Management127,187$5.55M0.95%+8513F-HRTimeline
Creative Planningin group Creative Planning81,152$3.54M<0.01%+1,18513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA79,583$3.47M<0.01%+15,22113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC72,858$3.18M0.01%-69113F-HRTimelineGroup
Advisory Services Network, LLC70,653$3.08M0.04%+35,01213F-HRTimeline
Modern Wealth Management, LLC68,386$3M0.05%-24313F-HRTimeline
UBS Group AGin group UBS Group AG67,377$2.94M<0.01%-1,01213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC66,306$2.89M0.05%-4,92213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,756$2.87M<0.01%+2,54913F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC64,845$2.83M0.01%-2,44213F-HRTimeline
Rehmann Capital Advisory Group64,673$2.82M0.15%-2,20613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,995$2.72M<0.01%-5,23613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,271$2.41M<0.01%+36,39213F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,531$2.2M0.01%-2,25713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,873$2.18M<0.01%-352,92613F-HR/ATimelineGroup
GTS SECURITIES LLC47,778$2.08M0.07%new13F-HRTimeline
Armbruster Capital Management, Inc.46,540$2.03M0.33%+65013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,890$1.96M<0.01%-45313F-HRTimelineGroup
Independent Advisor Alliance39,215$1.71M0.02%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,600$1.6M<0.01%+1,70013F-HRTimelineGroup
Sage Mountain Advisors LLC33,080$1.44M0.1%013F-HRTimeline
Burns Matteson Capital Management, LLC32,886$1.43M0.56%-97013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,138$1.4M<0.01%+13,32713F-HRTimelineGroup
Integrated Wealth Concepts LLC31,309$1.37M0.01%-7813F-HRTimeline
Steward Partners Investment Advisory, L…31,089$1.36M0.01%+1,17713F-HRTimeline
REGATTA CAPITAL GROUP, LLC26,676$1.16M0.18%+4,71013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,587$1.07M<0.01%+2,17913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,810$995K0.02%-4013F-HRTimelineGroup
Geneos Wealth Management Inc.22,720$991K0.02%+22,68213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…22,399$977K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,168$880K0.01%+2,77013F-HRTimeline
XY Planning Network, Inc.19,601$860K0.14%+17513F-HRTimeline
MFA Wealth Services19,163$836K0.55%+8213F-HRTimeline
Prime Capital Investment Advisors, LLC18,494$807K0.01%-2,19413F-HRTimeline
Private Advisor Group, LLC17,955$783K<0.01%+39413F-HRTimeline
Leelyn Smith, LLC14,848$648K0.09%-1,72113F-HRTimeline
COWA, LLC13,949$608K0.16%-30213F-HRTimeline
MML INVESTORS SERVICES, LLC13,765$600K<0.01%-1,33413F-HRTimeline
Cetera Investment Advisers12,653$552K<0.01%+47713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,391$540K<0.01%+5913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP12,343$538K<0.01%+3,30013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,895$475K<0.01%-1,36313F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC10,622$463K0.05%-2,40313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,466$456K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,257$447K<0.01%-13113F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC9,915$432K0.11%+3313F-HRTimeline
NewEdge Advisors, LLC9,914$432K<0.01%-63313F-HR/ATimeline
Fortune Financial Advisors, LLC8,982$392K0.2%-1,01613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,609$376K<0.01%-4013F-HRTimelineGroup
IHT Wealth Management, LLC8,458$369K0.01%-3313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,764$338K0.02%-54813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,741$337K0.01%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC7,654$334K0.08%-1,29313F-HRTimeline
D.A. DAVIDSON & CO.7,488$327K<0.01%-313F-HRTimeline
Opulen Financial Group LLC7,474$326K0.23%-27413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,012$306K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,813$297K0.01%-30013F-HRTimelineGroup
CHOREO, LLC6,790$296K<0.01%+713F-HRTimeline
Clear Creek Financial Management, LLC5,524$241K0.02%-20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,515$241K<0.01%-13813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,308$235K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,339$233K<0.01%+21513F-HRTimelineGroup
Professional Financial Advisors, LLC5,172$226K0.05%-2,10613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,045$220K<0.01%+29213F-HRTimelineGroup
First Bank & Trust5,039$220K0.04%-3813F-HRTimeline
HARBOUR INVESTMENTS, INC.4,993$218K<0.01%+52013F-HRTimeline
Waverly Advisors, LLC4,991$218K<0.01%+1313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,959$216K<0.01%-40013F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.4,714$206K0.16%-7313F-HRTimeline
S.A. Mason LLC4,438$194K0.07%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,045$176K0.01%+213F-HRTimelineGroup
FMR LLCin group FMR LLC3,772$165K<0.01%+7013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,751$164K<0.01%+1213F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC3,596$157K0.02%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,519$153K<0.01%+3,28613F-HRTimelineGroup
Nova Wealth Management, Inc.3,341$146K0.09%-1,86513F-HRTimeline
Farther Finance Advisors, LLC3,298$145K<0.01%-12313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,990$130K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,220$96.8K<0.01%+30513F-HRTimeline
Provident Wealth Management, LLC1,753$76.5K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,415$61.7K0.01%+413F-HRTimeline
Reyes Financial Architecture, Inc.1,332$58.1K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,275$55.6K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors1,125$49.1K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC1,050$45.8K0.02%013F-HRTimeline
AE Wealth Management LLC987$43.1K<0.01%+2813F-HRTimeline
Harbor Asset Planning, Inc.908$39.6K0.03%+413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…570$25K<0.01%+113F-HRTimeline
Pacific Center for Financial Services546$23.8K0.01%-8913F-HRTimeline
Founders Financial Alliance, LLC537$23.4K<0.01%new13F-HRTimeline
Root Financial Partners, LLC533$23.2K<0.01%-8713F-HRTimeline
CoreCap Advisors, LLC519$22.6K<0.01%+22513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…408$17.8K<0.01%-22813F-HRTimelineGroup
Fairscale Capital, LLC394$17.2K0.01%013F-HRTimeline
BFSG, LLC386$16.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…372$16.2K<0.01%+18613F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…353$15.4K<0.01%013F-HRTimelineGroup
MAI Capital Management346$15.1K<0.01%013F-HRTimeline
CX Institutional346$15K<0.01%+213F-HRTimeline
BLAIR WILLIAM & CO/IL317$13.8K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…293$12.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC242$10.6K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC198$8.65K<0.01%13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC180$7.85K<0.01%013F-HRTimeline
SYM FINANCIAL Corp175$7.63K<0.01%013F-HRTimeline
Triumph Capital Management90$3.93K<0.01%013F-HRTimeline
Sachetta, LLC72$3.12K<0.01%+1413F-HRTimeline
HAZLETT, BURT & WATSON, INC.58$3K<0.01%013F-HRTimeline
Archer Investment Corp67$2.92K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…61$2.66K<0.01%013F-HRTimeline
IFP Advisors, Inc44$1.92K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24$1.05K<0.01%+1113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$511<0.01%-113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7$305<0.01%013F-HRTimelineGroup