ISHARES US SMALLCAP EQUITY F SMLF
$88.09
-0.7% 52w: $65.06 – $89.14
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data65.0677.1089.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
268
+4 QoQ
13F value
$2.73B
+16.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
1.8×
$317K calls / $174K puts
Institutional value by quarter
Number of holders
Who owns SMLF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | Wealth advisor | 3.8M | $289.6M | 13.8% | +0.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.0M | $224.1M | 0.0% | +27.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.6M | $195.1M | 0.0% | +508.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.0M | $150.0M | 0.0% | -17.5% |
| Advance Capital Management, Inc. | Wealth advisor | 1.5M | $116.7M | 4.4% | New |
| LPL Financial LLC | Bank broker | 1.5M | $116.6M | 0.0% | +11.3% |
| Valmark Advisers, Inc. | Wealth advisor | 1.3M | $100.8M | 1.2% | +10.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.0M | $75.7M | 0.0% | -41.5% |
| Acropolis Investment Management, LLC | Wealth advisor | 979.0K | $73.9M | 3.3% | +1.1% |
| FMR LLC | Long only active | 782.6K | $59.1M | 0.0% | +85.8% |
| Cetera Investment Advisers | Wealth advisor | 753.7K | $56.9M | 0.1% | +13.3% |
| Modern Wealth Management, LLC | Wealth advisor | 734.0K | $55.8M | 1.0% | +45.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 667.1K | $50.4M | 0.4% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 591.0K | $44.6M | 0.0% | +5.1% |
| Annex Advisory Services, LLC | Wealth advisor | 561.0K | $42.3M | 0.8% | New |
| Financial Management Professionals, Inc. | Wealth advisor | 523.2K | $39.5M | 4.4% | +1.2% |
| Cornerstone Planning Group LLC | Wealth advisor | 471.1K | $39.3M | 5.2% | +8.7% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 479.2K | $36.2M | 2.9% | +2.4% |
| BlackRock, Inc. | Index provider | 439.8K | $33.2M | 0.0% | -6.3% |
| Ullmann Wealth Partners Group, LLC | Wealth advisor | 432.8K | $32.7M | 3.4% | -1.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 393.3K | $29.7M | 0.0% | +36.5% |
| Pacific Center for Financial Services | Wealth advisor | 378.3K | $28.6M | 7.2% | -5.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 378.2K | $28.6M | 0.1% | +9.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 325.3K | $24.6M | 0.0% | +41.3% |
| River Wealth Advisors LLC | Other | 318.0K | $24.0M | 2.8% | -11.8% |
| Madison Wealth Partners, Inc | Wealth advisor | 304.9K | $23.0M | 3.7% | +0.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 292.4K | $22.1M | 0.0% | +36.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 291.5K | $22.0M | 0.0% | +1.2% |
| Focus Partners Wealth | Wealth advisor | 289.9K | $22.0M | 0.0% | -3.5% |
| Fox Financial, Inc | Wealth advisor | 283.4K | $21.4M | 17.5% | +0.4% |
| Private Advisor Group, LLC | Wealth advisor | 274.7K | $20.7M | 0.1% | +1.2% |
| RESTON WEALTH MANAGEMENT LLC | Wealth advisor | 266.3K | $20.1M | 6.2% | +1.7% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 260.9K | $19.7M | 0.7% | +8.7% |
| Systelligence, LLC | Wealth advisor | 217.6K | $16.4M | 3.2% | +32.5% |
| MORGAN STANLEY | Bank broker | 214.7K | $16.2M | 0.0% | +29.8% |
| UBS Group AG | Bank broker | 210.4K | $15.9M | 0.0% | +31.8% |
| Family Office Research LLC | Wealth advisor | 205.4K | $15.5M | 6.7% | +1.2% |
| YHB Investment Advisors, Inc. | Other | 189.8K | $14.3M | 1.0% | +40.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 187.9K | $14.2M | 0.1% | +27.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 180.5K | $13.6M | 0.3% | +13.7% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 178.6K | $13.5M | 0.2% | +25.6% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 166.7K | $12.6M | 0.1% | -14.5% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 163.2K | $12.5M | 1.4% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 160.6K | $12.1M | 0.0% | -2.9% |
| PTM WEALTH MANAGEMENT, LLC | Wealth advisor | 151.6K | $11.6M | 6.2% | -16.0% |
| WCG Wealth Advisors LLC | Wealth advisor | 150.3K | $11.3M | 0.3% | +2.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 149.8K | $11.3M | 0.0% | -8.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 147.7K | $11.2M | 0.1% | +6.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 147.6K | $11.1M | 0.0% | -6.2% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 146.3K | $11.0M | 0.6% | -1.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.