iShares L Cap MB Sep ETFSMAXETF
13F holders, Q3 2025 (September 30)26holders +1
5new positions
4sold out
1famous investor
$26.78avg. 13F price*
At the end of Q3 2025, 26 institutions reported holding iShares L Cap MB Sep ETF (SMAX) in their 13F filings, up 1 from Q2 2025. 5 opened new positions and 4 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($36.4M), Client First Capital LLC ($5.0M) and Strategic Blueprint, LLC ($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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.1M |
| Exits | 4 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 88,716 shares bought and 364,703 shares sold, net −275,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| J. L. Bainbridge & Co., Inc. | 3.08% | Reduce -1.5% | 1,359,458 | $36.4M |
| Client First Capital LLC | 2.23% | Add +0.1% | 187,139 | $5.0M |
| Strategic Blueprint, LLC | 0.11% | Reduce -71.9% | 95,847 | $2.6M |
| Grantvest Financial Group LLC | 1.02% | Reduce -15.4% | 55,252 | $1.5M |
| Amplius Wealth Advisors, LLC | 0.11% | Reduce -4.0% | 48,101 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.54% | Reduce -0.2% | 36,408 | $975K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.3% | 35,068 | $939K |
| Citadel Advisors | 0.00% | New | 34,722 | $930K |
| Crewe Advisors LLC | 0.09% | No change | 34,392 | $921K |
| Crown Wealth Group, LLC | 0.24% | Add +67.9% | 29,803 | $798K |
| FC Advisory LLC | 0.20% | New | 25,988 | $696K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 25,749 | $690K |
| Old Mission Capital LLC | 0.02% | Reduce -29.0% | 25,066 | $671K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 24,837 | $665K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -0.3% | 21,929 | $587K |
| ARS Investment Partners, LLC | 0.04% | No change | 19,900 | $533K |
| Creative Planning | 0.00% | No change | 13,994 | $375K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -26.2% | 11,466 | $307K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -22.4% | 9,853 | $264K |
| Investment Partners Asset Management, Inc. | 0.14% | No change | 8,162 | $219K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 7,768 | $208K |
| AE Wealth Management LLC | 0.00% | New | 6,724 | $180K |
| Advisory Services Network, LLC | 0.00% | New | 1,350 | $36K |
| National Bank of Canada | 0.00% | No change | 425 | $11K |
| UBS Group AG | 0.00% | Reduce -90.3% | 98 | $3K |
| IFP Advisors, Inc | 0.00% | Add +2.0% | 51 | $1K |
"% 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.