iShares L Cap MB Sep ETFSMAXETF
13F holders, Q1 2026 (March 31)34holders +2
7new positions
5sold out
$26.82avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding iShares L Cap MB Sep ETF (SMAX) in their 13F filings, up 2 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were J. L. Bainbridge & Co., Inc. ($37.5M), Client First Capital LLC ($3.9M) and Raymond James Financial Inc. ($2.5M).
- Company
- iShares L Cap MB Sep ETF
- CUSIP
- 46438G588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.7M |
| Exits | 5 | $2.0M |
All 13F filers, Q4 2025 → Q1 2026: 81,831 shares bought and 708,122 shares sold, net −626,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| J. L. Bainbridge & Co., Inc. | 3.38% | Reduce -23.7% | 1,398,260 | $37.5M |
| Client First Capital LLC | 1.71% | Reduce -22.5% | 145,320 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 92,269 | $2.5M |
| FC Advisory LLC | 0.63% | No change | 80,775 | $2.2M |
| Grantvest Financial Group LLC | 1.29% | Reduce -8.5% | 74,381 | $2.0M |
| BIP Wealth, LLC | 0.06% | Reduce -65.6% | 56,701 | $1.5M |
| Amplius Wealth Advisors, LLC | 0.11% | No change | 48,101 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.0% | 44,152 | $1.2M |
| Crewe Advisors LLC | 0.09% | No change | 38,118 | $1.0M |
| Jim Saulnier & Associates, LLC | 0.47% | No change | 36,141 | $969K |
| Old Mission Capital LLC | 0.02% | New | 30,219 | $811K |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.8% | 28,853 | $774K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 27,778 | $745K |
| Blue Sky Capital Consultants Group, Inc. | 0.30% | No change | 23,307 | $625K |
| Kestra Advisory Services, LLC | 0.00% | Add +35.3% | 21,493 | $576K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -3.8% | 21,112 | $566K |
| ARS Investment Partners, LLC | 0.03% | No change | 19,900 | $534K |
| Lifestyle Asset Management, Inc. | 0.15% | Reduce -0.8% | 16,849 | $452K |
| Crown Wealth Group, LLC | 0.13% | Reduce -44.3% | 16,751 | $449K |
| Clear Creek Financial Management, LLC | 0.03% | New | 15,357 | $412K |
| Kovack Advisors, Inc. | 0.02% | Reduce -0.0% | 14,782 | $397K |
| Creative Planning | 0.00% | No change | 13,994 | $375K |
| Ausdal Financial Partners, Inc. | 0.01% | No change | 11,600 | $311K |
| Investment Partners Asset Management, Inc. | 0.14% | Add +4.4% | 8,522 | $229K |
| Farther Finance Advisors, LLC | 0.00% | New | 7,488 | $201K |
| Diversify Wealth Management, LLC | 0.00% | New | 7,294 | $200K |
| Spire Wealth Management | 0.01% | Add +0.0% | 7,198 | $193K |
| AE Wealth Management LLC | 0.00% | Reduce -10.6% | 4,069 | $109K |
| Advisory Services Network, LLC | 0.00% | New | 1,000 | $27K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -73.2% | 174 | $5K |
| UBS Group AG | 0.00% | New | 172 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 51 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $23 |
| Kingdom Financial Group LLC. | 0.00% | No change | 1 | $23 |
"% 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.