Who Owns ISHARES TR (SMIN)? -- Institutional Holders (2026-06-30)
42 institutions reported holding $47.7M of ISHARES TR (SMIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crumly & Associates Inc. ($13.5M), Mainsail Financial Group, LLC ($10.4M), Aberdeen Group plc ($4.5M), Highland Financial Advisors, LLC ($4.0M), Leibman Financial Services, Inc. ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Crumly & Associates Inc. | $13.5M | 191,179 | Added |
| 2 | Mainsail Financial Group, LLC | $10.4M | 147,167 | Added |
| 3 | Aberdeen Group plc | $4.5M | 63,806 | Trimmed |
| 4 | Highland Financial Advisors, LLC | $4.0M | 56,378 | Added |
| 5 | Leibman Financial Services, Inc. | $3.8M | 54,262 | Added |
| 6 | 626 Financial, LLC | $2.7M | 38,514 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 21,541 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $1.2M | 16,966 | Added |
| 9 | Blue Trust, Inc. | $907,356 | 12,828 | Added |
| 10 | TRUIST FINANCIAL CORP | $682,030 | 9,643 | Added |
| 11 | Belpointe Asset Management LLC | $605,797 | 8,564 | Trimmed |
| 12 | WESBANCO BANK INC | $537,053 | 7,593 | Added |
| 13 | Bryn Mawr Trust Advisors, LLC | $451,625 | 6,385 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $421,680 | 5,962 | Trimmed |
| 15 | McAdam, LLC | $359,591 | 5,084 | Trimmed |
| 16 | GHP Investment Advisors, Inc. | $346,507 | 4,899 | Hold |
| 17 | PARK AVENUE SECURITIES LLC | $283,000 | 3,997 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $235,450 | 3,329 | Trimmed |
| 19 | Grey Ledge Advisors, LLC | $226,690 | 3,205 | Trimmed |
| 20 | 180 WEALTH ADVISORS, LLC | $217,919 | 3,081 | New |
| 21 | CAPITAL MANAGEMENT CORP /VA | $202,288 | 2,860 | New |
| 22 | THOMPSON INVESTMENT MANAGEMENT, INC. | $141,705 | 2,003 | Hold |
| 23 | IFP Advisors, Inc | $120,241 | 1,700 | Added |
| 24 | Finley Financial, LLC | $79,925 | 1,130 | Added |
| 25 | PRIVATE TRUST CO NA | $44,984 | 636 | New |
Source: SEC Form 13F filings · as of 2026-06-30