ISHARES MSCI USA SMALL-CAP M SMMV
$46.70
+1.1% 52w: $40.45 – $46.70
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data40.4543.5746.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
119
-1 QoQ
13F value
$192.7M
-5.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$4.1M calls / — puts
Institutional value by quarter
Number of holders
Who owns SMMV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.3M | $54.9M | 0.0% | +0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 355.5K | $15.5M | 0.0% | -18.7% |
| WEALTH MANAGEMENT RESOURCES, INC. | Wealth advisor | 279.8K | $12.2M | 4.2% | -0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 249.6K | $10.9M | 0.0% | -3.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 169.1K | $7.4M | 0.0% | -1.5% |
| LPL Financial LLC | Bank broker | 134.5K | $5.9M | 0.0% | -18.5% |
| Brickley Wealth Management | Wealth advisor | 127.2K | $5.5M | 1.0% | +0.1% |
| Creative Planning | Wealth advisor | 81.2K | $3.5M | 0.0% | +1.5% |
| ROYAL BANK OF CANADA | Bank broker | 79.6K | $3.5M | 0.0% | +23.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 72.9K | $3.2M | 0.0% | -0.9% |
| Advisory Services Network, LLC | Diversified mechanical | 70.7K | $3.1M | 0.0% | +98.2% |
| Modern Wealth Management, LLC | Wealth advisor | 68.4K | $3.0M | 0.1% | -0.4% |
| UBS Group AG | Bank broker | 67.4K | $2.9M | 0.0% | -1.5% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 66.3K | $2.9M | 0.1% | -6.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 65.8K | $2.9M | 0.0% | +4.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 64.8K | $2.8M | 0.0% | -3.6% |
| Rehmann Capital Advisory Group | Wealth advisor | 64.7K | $2.8M | 0.1% | -3.3% |
| JPMORGAN CHASE & CO | Bank broker | 63.0K | $2.7M | 0.0% | -7.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 55.3K | $2.4M | 0.0% | +192.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 50.5K | $2.2M | 0.0% | -4.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 49.9K | $2.2M | 0.0% | -87.6% |
| GTS SECURITIES LLC | Market maker | 47.8K | $2.1M | 0.1% | New |
| Armbruster Capital Management, Inc. | Wealth advisor | 46.5K | $2.0M | 0.3% | +1.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 44.9K | $2.0M | 0.0% | -1.0% |
| Independent Advisor Alliance | Wealth advisor | 39.2K | $1.7M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 36.6K | $1.6M | 0.0% | +4.9% |
| Sage Mountain Advisors LLC | Wealth advisor | 33.1K | $1.4M | 0.1% | Held |
| Burns Matteson Capital Management, LLC | Other | 32.9K | $1.4M | 0.6% | -2.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 32.1K | $1.4M | 0.0% | +70.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 31.3K | $1.4M | 0.0% | -0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 31.1K | $1.4M | 0.0% | +3.9% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 26.7K | $1.2M | 0.2% | +21.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.6K | $1.1M | 0.0% | +9.7% |
| Apollon Wealth Management, LLC | Diversified mechanical | 22.8K | $995K | 0.0% | -0.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 22.7K | $991K | 0.0% | +59689.5% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | Wealth advisor | 22.4K | $977K | 0.1% | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 20.2K | $880K | 0.0% | +15.9% |
| XY Planning Network, Inc. | Wealth advisor | 19.6K | $860K | 0.1% | +0.9% |
| MFA Wealth Services | Wealth advisor | 19.2K | $836K | 0.6% | +0.4% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 18.5K | $807K | 0.0% | -10.6% |
| Private Advisor Group, LLC | Wealth advisor | 18.0K | $783K | 0.0% | +2.2% |
| Leelyn Smith, LLC | Other | 14.8K | $648K | 0.1% | -10.4% |
| COWA, LLC | Wealth advisor | 13.9K | $608K | 0.2% | -2.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 13.8K | $600K | 0.0% | -8.8% |
| Cetera Investment Advisers | Wealth advisor | 12.7K | $552K | 0.0% | +3.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 12.4K | $540K | 0.0% | +0.5% |
| Corient Private Wealth LLC | Diversified mechanical | 12.3K | $538K | 0.0% | -31.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 10.9K | $475K | 0.0% | -11.1% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 10.6K | $463K | 0.0% | -18.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 10.5K | $456K | 0.0% | Held |
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.