Who Owns ISHARES TR (SMLF)? -- Institutional Holders (2026-06-30)

148 institutions reported holding $759.6M of ISHARES TR (SMLF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Acropolis Investment Management, LLC ($87.6M), Cambridge Investment Research Advisors, Inc. ($70.4M), Annex Advisory Services, LLC ($55.7M), Financial Management Professionals, Inc. ($42.3M), Cornerstone Planning Group LLC ($41.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Acropolis Investment Management, LLC$87.6M982,634Added
2Cambridge Investment Research Advisors, Inc.$70.4M789,936Added
3Annex Advisory Services, LLC$55.7M625,277Added
4Financial Management Professionals, Inc.$42.3M474,926Trimmed
5Cornerstone Planning Group LLC$41.6M481,038Added
6COMMONWEALTH EQUITY SERVICES, LLC$31.9M357,412Added
7River Wealth Advisors LLC$28.1M315,394Trimmed
8Fox Financial, Inc$25.1M281,234Trimmed
9Private Advisor Group, LLC$24.7M277,468Added
10RESTON WEALTH MANAGEMENT LLC$23.6M264,869Trimmed
11INTEGRITY ALLIANCE, LLC.$23.2M259,831Trimmed
12YHB Investment Advisors, Inc.$19.8M222,217Added
13Family Office Research LLC$18.3M205,028Trimmed
14AllGen Financial Advisors, Inc.$13.4M150,295Trimmed
15EXCHANGE TRADED CONCEPTS, LLC$12.3M137,682Trimmed
16Wealth Enhancement Trust Services, Inc.$10.2M114,523Trimmed
17Wingate Wealth Advisors, Inc.$9.6M107,883Added
18TRUIST FINANCIAL CORP$9.5M107,021Added
19PARK AVENUE SECURITIES LLC$9.3M104,888Added
20FLC Capital Advisors$9.1M102,093Trimmed
21SCHMIDT P J INVESTMENT MANAGEMENT INC$8.6M96,529Added
22Redhawk Wealth Advisors, Inc.$8.3M93,331Added
23Kestra Advisory Services, LLC$8.3M92,679Added
24ENVESTNET ASSET MANAGEMENT INC$8.0M89,234Added
25CORA CAPITAL ADVISORS LLC$7.9M88,710Trimmed

Source: SEC Form 13F filings · as of 2026-06-30