Security record
SMMD
iShares Russell 2500 ETF · Financial Services · Asset Management - Global
53Tracked holders
+3Δ holders
15.98MShares held
$1.46BReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +6.0% ·
share flow +25.4% ·
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 Q2 2026
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 | — |
| Q3 2025 | 5 | -1 | 831.40K | $61.30M | — | −1 |
| Q2 2025 | 3 | 0 | 651.64K | $44.17M | — | — |
| Q1 2025 | 2 | 0 | 33.79K | $2.11M | — | — |
| Q4 2024 | 2 | 0 | 37.39K | $2.54M | — | — |
| Q3 2024 | 2 | 0 | 37.50K | $2.54M | — | — |
| Q2 2024 | 2 | — | 25.73K | $1.61M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fifth Third Bancorp | 3.48M | +13.8% | $318.88M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of Montreal /Can/ | 2.32M | +34.3% | $212.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 1.76M | -16.8% | $161.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Wellington Management ✦ | 1.09M | New | $99.44M | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 1.08M | +15.1% | $99.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Focus Partners Wealth | 776.24K | +1.6% | $71.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 774.68K | +32.7% | $70.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 496.88K | +11.6% | $45.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Blair William & Co/Il | 480.20K | +15.9% | $44.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 382.48K | +0.7% | $35.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | JPMorgan Chase ✦ | 377.55K | +9.7% | $34.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 12 | Goldman Sachs Group ✦ | 367.95K | +375.6% | $33.72M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 13 | Truist Financial Corp | 353.44K | +16.9% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | LPL Financial LLC | 281.07K | +30.9% | $25.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 273.68K | +284.8% | $25.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Envestnet Asset Management Inc | 264.67K | -4.2% | $24.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 150.64K | +201.9% | $13.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Cibc World Market Inc. | 122.98K | -0.1% | $11.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 122.89K | +284.8% | $11.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Royal Bank Of Canada | 111.70K | +214.9% | $10.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | Mariner, LLC | 107.74K | +18.6% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 107.57K | +20.2% | $9.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 91.16K | -2.2% | $8.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 88.29K | -15.9% | $8.09M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 25 | CIBC Bancorp USA Inc. | 83.01K | +292.5% | $7.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 75.92K | +39.3% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 43.09K | +41.0% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | Voya Investment Management Llc | 35.20K | +88.6% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 28.43K | +2.7% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citigroup Inc | 27.78K | -10.6% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 27.68K | +14.6% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northern Trust Corp | 26.14K | 0.0% | $2.40M | 0.0% | Held | 3 | SEC ↗ |
| 33 | Captrust Financial Advisors | 25.38K | -2.1% | $2.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 21.69K | +36.7% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 18.30K | +257.2% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Creative Planning | 18.13K | +30.5% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cetera Investment Advisers | 17.52K | +1.7% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 13.61K | +74.7% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Chevy Chase Trust Holdings, LLC | 11.88K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 40 | D. E. Shaw & Co. ✦ | 11.85K | 0.0% | $1.09M | 0.0% | Held | 9 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 4.41K | +1.5% | $403,806 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | AQR Capital Management ✦ | 4.21K | New | $385,854 | 0.0% | New | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 3.81K | +17.3% | $348,653 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Allspring Global Investments… | 3.67K | -59.8% | $333,861 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 3.52K | -29.5% | $322,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 3.38K | New | $304,966 | 0.0% | New | 1 | SEC ↗ |
| 47 | BlackRock ✦ (passive) | 2.78K | +258.2% | $254,365 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Assetmark, Inc | 1.64K | +122.3% | $149,907 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | UBS AM, a distinct business unit of… | 775 | 0.0% | $71,013 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 513 | 0.0% | $47,048 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 51 | National Bank Of Canada /Fi/ | 112 | -93.7% | $10,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 54 | New | $4,948 | 0.0% | New | 1 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 50 | -41.2% | $4,582 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $99.44M | 0.0% |
| Chevy Chase Trust Holdings… | $1.09M | 0.0% |
| AQR Capital Management | $385,854 | 0.0% |
| Wealth Enhancement Advisory… | $304,966 | 0.0% |
| Qube Research & Technologies… | $4,948 | 0.0% |
Exited
| HighTower Advisors, LLC | $7.36M | was 0.0% |
| Jane Street Group, Llc | $3.64M | was 0.0% |
| Susquehanna International… | $221,644 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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