ISHARES RUSSELL 2500 ETF SMMD
$90.77
-0.3% 52w: $69.43 – $91.63
Latest 13F among current holders filed 23 days ago (Aug 10, 2026)
Price — last 12 months
research preview data69.4380.5391.63
Aug 18, 2025 Jul 2, 2026
Institutional holders
233
+11 QoQ
13F value
$2.12B
+18.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns SMMD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| GLENMEDE TRUST CO NA | Diversified mechanical | 4.4M | $337.0M | 1.7% | +12.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.1M | $233.6M | 0.4% | +485.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.1M | $161.6M | 0.0% | -34.7% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.7M | $132.1M | 0.1% | +147152.3% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Other | 1.5M | $114.9M | 0.6% | Held |
| CENTRAL TRUST Co | Diversified mechanical | 949.7K | $72.5M | 1.4% | +27.1% |
| FMR LLC | Long only active | 940.4K | $71.8M | 0.0% | +7.2% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 775.0K | $59.2M | 0.7% | -8.6% |
| Focus Partners Wealth | Wealth advisor | 763.7K | $58.3M | 0.1% | +0.8% |
| Cresset Asset Management, LLC | Wealth advisor | 660.0K | $50.4M | 0.2% | +2.3% |
| UBS Group AG | Bank broker | 583.9K | $44.6M | 0.0% | +46.3% |
| Wealthspire Advisors, LLC | Wealth advisor | 540.3K | $41.3M | 0.3% | +6.5% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 502.3K | $38.4M | 1.2% | +6.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 445.1K | $34.0M | 0.0% | +24.7% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 414.4K | $31.6M | 0.1% | -13.7% |
| US BANCORP \DE\ | Wealth advisor | 379.9K | $29.0M | 0.0% | +11.4% |
| Kendall Capital Management | Other | 354.9K | $27.1M | — | +0.6% |
| JPMORGAN CHASE & CO | Bank broker | 344.3K | $25.4M | 0.0% | +301.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 302.3K | $23.1M | 0.0% | +34.7% |
| Diesslin Group, Inc. | Wealth advisor | 291.2K | $22.2M | 10.0% | -3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 276.3K | $21.0M | 0.0% | +33.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 271.8K | $20.7M | 0.4% | +4.5% |
| WESTWOOD HOLDINGS GROUP INC | Other | 261.0K | $19.9M | 0.1% | +29.2% |
| CONGRESS ASSET MANAGEMENT CO | Other | 239.1K | $18.3M | 0.1% | -0.5% |
| LPL Financial LLC | Bank broker | 214.8K | $16.4M | 0.0% | +17.8% |
| Brio Consultants, LLC | Wealth advisor | 173.0K | $14.9M | 1.8% | +58.3% |
| CWA Asset Management Group, LLC | Other | 187.1K | $14.3M | 0.5% | +7.9% |
| SFAM, LLC | Wealth advisor | 175.6K | $13.4M | 12.4% | -0.7% |
| CATALYST FINANCIAL PARTNERS LLC | Wealth advisor | 164.2K | $12.5M | 1.5% | +28.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 163.1K | $12.5M | 0.1% | -49.6% |
| World Investment Advisors | Wealth advisor | 163.1K | $12.5M | 0.2% | -49.6% |
| SigFig Wealth Management, LLC | Wealth advisor | 157.2K | $12.0M | — | +18.3% |
| Curi Capital, LLC | Other | 155.6K | $11.9M | 0.2% | -4.0% |
| Heritage Family Offices, LLP | Wealth advisor | 152.4K | $11.6M | 5.2% | -32.2% |
| Berger Financial Group, Inc | Wealth advisor | 143.5K | $11.0M | 0.6% | +1.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 132.4K | $10.1M | — | +16.4% |
| Rossby Financial, LCC | Wealth advisor | 126.2K | $9.7M | 2.0% | +15.0% |
| CMH Wealth Management LLC | Other | 125.1K | $9.5M | 1.6% | -1.0% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 123.2K | $9.4M | 0.0% | +39.7% |
| ROGCO, LP | Wealth advisor | 111.1K | $8.5M | 2.8% | New |
| MORGAN STANLEY | Bank broker | 105.0K | $8.0M | 0.0% | +39.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 101.9K | $7.8M | 0.1% | -34.0% |
| HighTower Advisors, LLC | Diversified mechanical | 96.3K | $7.4M | 0.0% | -0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 93.2K | $7.1M | 0.0% | -11.8% |
| Mariner, LLC | Diversified mechanical | 90.8K | $6.9M | 0.0% | +1.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 89.5K | $6.8M | 0.0% | +14.1% |
| Benchmark Financial Wealth Advisors, LLC | Wealth advisor | 88.0K | $6.7M | 1.9% | +12.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 77.4K | $5.9M | 0.0% | +302.9% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 74.4K | $5.7M | — | +72.2% |
| James J. Burns & Company, LLC | Wealth advisor | 73.8K | $5.6M | 0.8% | -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.