iShares L Cap MB Sep ETFSMAXETF
13F holders, Q2 2026 (June 30)37holders +3
7new positions
4sold out
1famous investor
$27.87avg. 13F price*
At the end of Q2 2026, 37 institutions reported holding iShares L Cap MB Sep ETF (SMAX) in their 13F filings, up 3 from Q1 2026. 7 opened new positions and 4 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($26.4M), Client First Capital LLC ($4.0M) and Raymond James Financial Inc. ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares L Cap MB Sep ETF
- CUSIP
- 46438G588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 4 | $1.6M |
All 13F filers, Q1 2026 → Q2 2026: 99,567 shares bought and 544,447 shares sold, net −444,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| J. L. Bainbridge & Co., Inc. | 2.11% | Reduce -32.3% | 947,144 | $26.4M |
| Client First Capital LLC | 1.62% | Reduce -1.0% | 143,897 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 93,262 | $2.6M |
| FC Advisory LLC | 0.59% | Reduce -0.3% | 80,533 | $2.2M |
| Grantvest Financial Group LLC | 1.18% | Reduce -1.6% | 73,199 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +142.2% | 69,884 | $1.9M |
| Amplius Wealth Advisors, LLC | 0.10% | No change | 48,101 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 44,209 | $1.2M |
| Crewe Advisors LLC | 0.08% | No change | 38,118 | $1.1M |
| Jim Saulnier & Associates, LLC | 0.41% | No change | 36,141 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 26,778 | $746K |
| Kestra Advisory Services, LLC | 0.00% | No change | 21,493 | $599K |
| Tradition Wealth Management, LLC | 0.04% | No change | 21,112 | $588K |
| ARS Investment Partners, LLC | 0.02% | No change | 19,900 | $555K |
| Lifestyle Asset Management, Inc. | 0.13% | Reduce -0.8% | 16,720 | $466K |
| Crown Wealth Group, LLC | 0.12% | Reduce -0.3% | 16,701 | $465K |
| Citadel Advisors | 0.00% | New | 15,936 | $444K |
| Clear Creek Financial Management, LLC | 0.03% | No change | 15,357 | $428K |
| Kestra Investment Management, LLC | 0.01% | New | 14,787 | $412K |
| Kovack Advisors, Inc. | 0.02% | No change | 14,782 | $412K |
| Creative Planning | 0.00% | No change | 13,994 | $390K |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | Reduce -49.9% | 11,667 | $325K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 11,600 | $323K |
| Old Mission Capital LLC | 0.01% | Reduce -65.0% | 10,584 | $295K |
| Bank of America Corp. | 0.00% | New | 9,007 | $251K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,000 | $251K |
| Investment Partners Asset Management, Inc. | 0.13% | No change | 8,522 | $237K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7,488 | $209K |
| Diversify Advisory Services, LLC | 0.00% | New | 7,294 | $204K |
| Diversify Wealth Management, LLC | 0.00% | No change | 7,294 | $204K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 7,196 | $201K |
| AE Wealth Management LLC | 0.00% | Reduce -3.8% | 3,915 | $109K |
| Blue Trust, Inc. | 0.00% | New | 1,428 | $40K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 174 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 51 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 34 | $947 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is SMAX's weight in each manager's 13F, not the share of iShares L Cap MB Sep ETF the manager owns.