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

131 institutions reported holding $199.3M of ISHARES (SMMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($56.9M), MERCER GLOBAL ADVISORS INC /ADV ($15.5M), WEALTH MANAGEMENT RESOURCES, INC. ($13.1M), RAYMOND JAMES FINANCIAL INC ($11.5M), COMMONWEALTH EQUITY SERVICES, LLC ($7.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$56.9M	1.2M	Trimmed
2	MERCER GLOBAL ADVISORS INC /ADV	$15.5M	336,652	Trimmed
3	WEALTH MANAGEMENT RESOURCES, INC.	$13.1M	284,437	Added
4	RAYMOND JAMES FINANCIAL INC	$11.5M	250,164	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$7.7M	166,293	Trimmed
6	LPL Financial LLC	$7.1M	153,476	Added
7	Royal Bank of Canada	$5.9M	128,825	Added
8	Brickley Wealth Management	$5.6M	121,953	Trimmed
9	Creative Planning	$3.6M	77,714	Trimmed
10	Advisory Services Network, LLC	$3.1M	67,614	Trimmed
11	UBS Group AG	$3.1M	67,183	Trimmed
12	AMERIPRISE FINANCIAL INC	$3.0M	65,523	Trimmed
13	Beacon Pointe Advisors, LLC	$3.0M	65,006	Added
14	SAGESPRING WEALTH PARTNERS, LLC	$3.0M	64,384	Trimmed
15	Rehmann Capital Advisory Group	$3.0M	64,228	Trimmed
16	GOLDMAN SACHS GROUP INC	$2.9M	62,815	Added
17	JPMORGAN CHASE & CO	$2.8M	60,443	Trimmed
18	Modern Wealth Management, LLC	$2.7M	59,023	Trimmed
19	Cambridge Investment Research Advisors, Inc.	$2.2M	48,282	Trimmed
20	CITADEL ADVISORS LLC	$2.2M	48,071	Added
21	WELLS FARGO & COMPANY/MN	$2.1M	45,646	Trimmed
22	Armbruster Capital Management, Inc.	$2.0M	42,800	Trimmed
23	ENVESTNET ASSET MANAGEMENT INC	$1.9M	41,711	Trimmed
24	Geneos Wealth Management Inc.	$1.8M	38,423	Added
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7M	37,714	Added

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