Security record · archived quarter
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
52Tracked holders
+2Δ holders
9.18MShares held
$688.05MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow +3.3% ·
net new positions +3.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 53 | +3 | 15.98M | $1.46B | +5 | −3 |
| Q1 2026 | 52 | -1 | 12.86M | $980.54M | +4 | −5 |
| Q4 2025 | 52 | +2 | 9.18M | $688.05M | +2 | n/a |
| Q3 2025 | 5 | -1 | 831.40K | $61.30M | n/a | −1 |
| Q2 2025 | 3 | 0 | 651.64K | $44.17M | n/a | n/a |
| Q1 2025 | 2 | 0 | 33.79K | $2.11M | n/a | n/a |
| Q4 2024 | 2 | 0 | 37.39K | $2.54M | n/a | n/a |
| Q3 2024 | 2 | 0 | 37.50K | $2.54M | n/a | n/a |
| Q2 2024 | 2 | n/a | 25.73K | $1.61M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.24M | n/a | $242.69M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Fidelity (FMR) ✦ | 877.12K | +20.8% | $65.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Focus Partners Wealth | 758.00K | n/a | $56.80M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Fifth Third Bancorp | 522.59K | n/a | $39.16M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Blair William & Co/Il | 479.96K | n/a | $35.97M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 399.10K | n/a | $29.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 356.94K | n/a | $26.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Us Bancorp \De\ | 340.86K | n/a | $25.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 320.90K | n/a | $24.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 224.49K | n/a | $16.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 207.72K | n/a | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 182.37K | n/a | $13.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 105.68K | n/a | $7.92M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 96.82K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 89.66K | n/a | $6.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Cibc World Market Inc. | 88.15K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 85.88K | +199.5% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Rockefeller Capital Management L.P. | 78.39K | n/a | $5.87M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 75.49K | +27.9% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Royal Bank Of Canada | 59.17K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Citadel Advisors ✦ | 57.90K | New | $4.34M | 0.0% | New | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 54.31K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Bamco Inc /Ny/ | 51.90K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 47.06K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 40.15K | n/a | $3.01M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 38.09K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 31.04K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Citigroup Inc | 28.91K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 27.60K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Voya Investment Management Llc | 25.87K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Captrust Financial Advisors | 22.96K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northern Trust Corp | 22.79K | n/a | $1.71M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 21.38K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 19.24K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Goldman Sachs Group ✦ | 19.20K | +227.1% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Cetera Investment Advisers | 16.53K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 13.25K | n/a | $993,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $888,264 | 0.0% | Held | 7 | SEC ↗ |
| 39 | Creative Planning | 8.87K | n/a | $664,568 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 8.27K | n/a | $619,604 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | National Bank Of Canada /Fi/ | 7.39K | n/a | $553,657 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 4.41K | n/a | $330,635 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 4.25K | n/a | $318,242 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 4.02K | n/a | $301,082 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Allspring Global Investments… | 2.72K | n/a | $206,530 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 1.18K | n/a | $88,055 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Federated Hermes, Inc. | 865 | n/a | $64,823 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 775 | New | $58,079 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 565 | n/a | $42,341 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 512 | n/a | $38,369 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Assetmark, Inc | 18 | n/a | $1,349 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 17 | n/a | $1,274 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $4.34M | 0.0% |
| BlackRock | $58,079 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 231 holders, 27.46M shares, $2.07B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API