Who Owns ISHARES TR (SMIN)? -- Institutional Holders (2026-03-31)
136 institutions reported holding $337.5M of ISHARES TR (SMIN) in SEC 13F filings for 2026-03-31. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($70.2M), Hillsdale Investment Management Inc. ($30.8M), CAUSEWAY CAPITAL MANAGEMENT LLC ($28.3M), FRANKLIN RESOURCES INC ($26.8M), BANK OF AMERICA CORP /DE/ ($23.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $70.2M | 1.0M | Trimmed |
| 2 | Hillsdale Investment Management Inc. | $30.8M | 514,118 | Added |
| 3 | CAUSEWAY CAPITAL MANAGEMENT LLC | $28.3M | 471,654 | Added |
| 4 | FRANKLIN RESOURCES INC | $26.8M | 446,444 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $23.8M | 397,292 | Added |
| 6 | Man Group plc | $22.5M | 374,979 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $18.6M | 310,485 | Trimmed |
| 8 | MORGAN STANLEY | $15.7M | 262,083 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.2M | 203,231 | Added |
| 10 | Crumly & Associates Inc. | $11.3M | 187,763 | Added |
| 11 | Mainsail Financial Group, LLC | $7.4M | 123,095 | Added |
| 12 | Informed Momentum Co LLC | $6.3M | 104,949 | Added |
| 13 | LPL Financial LLC | $6.3M | 104,640 | Trimmed |
| 14 | AMERICAN CENTURY COMPANIES INC | $5.1M | 85,202 | Trimmed |
| 15 | Aberdeen Group plc | $4.0M | 67,461 | Trimmed |
| 16 | SEI INVESTMENTS CO | $4.0M | 67,432 | Added |
| 17 | Leibman Financial Services, Inc. | $3.1M | 51,900 | Added |
| 18 | Highland Financial Advisors, LLC | $2.5M | 41,233 | Added |
| 19 | UBS Group AG | $2.4M | 40,330 | Trimmed |
| 20 | Summit Financial, LLC | $2.4M | 39,316 | Trimmed |
| 21 | OLD MISSION CAPITAL LLC | $2.3M | 38,841 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $2.3M | 37,724 | Trimmed |
| 23 | 626 Financial, LLC | $2.1M | 34,602 | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $1.9M | 31,598 | Added |
| 25 | ADVISORS MANAGEMENT GROUP INC /ADV | $1.3M | 21,491 | Added |
Source: SEC Form 13F filings · as of 2026-03-31