Who Owns ISHARES TR (SMMD)? -- Institutional Holders (2026-03-31)
251 institutions reported holding $2.12B of ISHARES TR (SMMD) in SEC 13F filings for 2026-03-31. Largest institutional holders: GLENMEDE TRUST CO NA ($337.0M), FIFTH THIRD BANCORP ($233.6M), BANK OF AMERICA CORP /DE/ ($161.6M), BANK OF MONTREAL /CAN/ ($132.1M), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ ($114.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GLENMEDE TRUST CO NA | $337.0M | 4.4M | Added |
| 2 | FIFTH THIRD BANCORP | $233.6M | 3.1M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $161.6M | 2.1M | Trimmed |
| 4 | BANK OF MONTREAL /CAN/ | $132.1M | 1.7M | Added |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $114.9M | 1.5M | Hold |
| 6 | CENTRAL TRUST Co | $72.5M | 949,678 | Added |
| 7 | FMR LLC | $71.8M | 940,389 | Added |
| 8 | COLDSTREAM CAPITAL MANAGEMENT INC | $59.2M | 775,027 | Trimmed |
| 9 | Focus Partners Wealth | $58.3M | 763,695 | Added |
| 10 | Cresset Asset Management, LLC | $50.4M | 660,039 | Added |
| 11 | UBS Group AG | $44.6M | 583,871 | Added |
| 12 | Wealthspire Advisors, LLC | $41.3M | 540,334 | Added |
| 13 | Gerber Kawasaki Wealth & Investment Management | $38.4M | 502,333 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $34.0M | 445,063 | Added |
| 15 | BLAIR WILLIAM & CO/IL | $31.6M | 414,411 | Trimmed |
| 16 | US BANCORP \DE\ | $29.0M | 379,860 | Added |
| 17 | Kendall Capital Management | $27.1M | 354,936 | Added |
| 18 | JPMORGAN CHASE & CO | $25.4M | 344,333 | Added |
| 19 | TRUIST FINANCIAL CORP | $23.1M | 302,280 | Added |
| 20 | Diesslin Group, Inc. | $22.2M | 291,193 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $21.0M | 276,343 | Added |
| 22 | Wealthcare Advisory Partners LLC | $20.7M | 271,761 | Added |
| 23 | WESTWOOD HOLDINGS GROUP INC | $19.9M | 260,967 | Added |
| 24 | CONGRESS ASSET MANAGEMENT CO | $18.3M | 239,075 | Trimmed |
| 25 | LPL Financial LLC | $16.4M | 214,790 | Added |
Source: SEC Form 13F filings · as of 2026-03-31