iShares US Smallcap Equity FSMLFETF
13F holders, Q2 2026 (June 30)302holders +33
45new positions
12sold out
$89.09avg. 13F price*
At the end of Q2 2026, 302 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 33 from Q1 2026. 45 opened new positions and 12 sold out. The largest holders were Strategic Financial Services, Inc. ($336.8M), Charles Schwab Investment Management Inc. ($289.2M) and Wells Fargo & Company ($271.7M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $52.9M |
| Exits | 12 | $19.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,419,936 shares bought and 835,953 shares sold, net +2,583,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Strategic Financial Services, Inc. | 14.77% | Reduce -1.5% | 3,777,784 | $336.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +25.6% | 3,244,719 | $289.2M |
| Wells Fargo & Company | 0.05% | Add +2.6% | 3,047,559 | $271.7M |
| Ameriprise Financial Inc. | 0.04% | Add +9.5% | 2,175,644 | $194.2M |
| LPL Financial LLC | 0.03% | Add +3.1% | 1,593,475 | $142.0M |
| Advance Capital Management, Inc. | 4.25% | Reduce -4.5% | 1,476,512 | $131.6M |
| Bank of America Corp. | 0.01% | Add +42.5% | 1,428,258 | $127.3M |
| Valmark Advisers, Inc. | 1.21% | Reduce -4.0% | 1,280,840 | $114.2M |
| Acropolis Investment Management, LLC | 3.46% | Add +0.4% | 982,634 | $87.6M |
| Cetera Investment Advisers | 0.07% | Add +10.4% | 832,049 | $74.2M |
| Modern Wealth Management, LLC | 0.86% | Add +10.2% | 809,068 | $72.1M |
| FMR LLC | 0.00% | Reduce -7.9% | 720,940 | $64.3M |
| Vantagepoint Investment Advisers LLC | 0.45% | No change | 667,125 | $59.5M |
| HighTower Advisors, LLC | 0.06% | Add +9.2% | 645,667 | $57.6M |
| Annex Advisory Services, LLC | 0.95% | Add +11.5% | 625,277 | $55.7M |
| Raymond James Financial Inc. | 0.01% | Add +24.3% | 488,894 | $43.6M |
| BlackRock, Inc. | 0.00% | Add +9.5% | 481,475 | $42.9M |
| Financial Management Professionals, Inc. | 4.01% | Reduce -9.2% | 474,926 | $42.3M |
| Clearwater Capital Advisors, LLC | 3.10% | Reduce -0.9% | 474,741 | $42.3M |
| Cornerstone Planning Group LLC | 5.24% | Add +2.1% | 481,038 | $41.6M |
| Osaic Holdings, Inc. | 0.05% | Add +59.3% | 464,450 | $41.4M |
| Ullmann Wealth Partners Group, LLC | 3.49% | Reduce -0.5% | 430,738 | $38.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +41.6% | 413,988 | $36.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | New | 395,557 | $35.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +4.4% | 394,968 | $35.2M |
| Pacific Center for Financial Services | 7.53% | Add +0.1% | 378,802 | $33.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.9% | 357,412 | $31.9M |
| Madison Wealth Partners, Inc | 3.62% | Add +4.6% | 319,045 | $28.4M |
| River Wealth Advisors LLC | 2.94% | Reduce -0.8% | 315,394 | $28.1M |
| Morgan Stanley | 0.00% | Add +37.0% | 294,229 | $26.2M |
| Focus Partners Wealth | 0.03% | Add +0.7% | 291,939 | $26.0M |
| Fox Financial, Inc | 17.46% | Reduce -0.8% | 281,234 | $25.1M |
| Private Advisor Group, LLC | 0.11% | Add +1.0% | 277,468 | $24.7M |
| Reston Wealth Management LLC | 6.36% | Reduce -0.5% | 264,869 | $23.6M |
| Integrity Alliance, Llc. | 0.73% | Reduce -0.4% | 259,831 | $23.2M |
| UBS Group AG | 0.00% | Add +6.0% | 222,938 | $19.9M |
| YHB Investment Advisors, Inc. | 1.27% | Add +17.1% | 222,217 | $19.8M |
| Family Office Research LLC | 6.86% | Reduce -0.2% | 205,028 | $18.3M |
| MML Investors Services, LLC | 0.04% | Add +36.9% | 202,079 | $18.0M |
| Peapack Gladstone Financial Corp. | 0.20% | Add +10.7% | 197,730 | $17.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -0.2% | 187,571 | $16.7M |
| Geneos Wealth Management Inc. | 0.33% | Reduce -0.1% | 180,426 | $16.1M |
| AssuredPartners Investment Advisors, LLC | 1.43% | Add +1.4% | 165,459 | $14.7M |
| PTM Wealth Management, LLC | 6.23% | Add +6.2% | 160,957 | $13.8M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.7% | 154,566 | $13.8M |
| WCG Wealth Advisors LLC | 0.32% | Add +1.4% | 152,433 | $13.6M |
| AllGen Financial Advisors, Inc. | 2.93% | Reduce -2.2% | 150,295 | $13.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +1.7% | 150,187 | $13.4M |
| Evolve Private Wealth, LLC | 0.81% | Add +1.5% | 148,407 | $13.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.5% | 147,559 | $13.2M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -17.4% | 137,682 | $12.3M |
| Integrated Wealth Concepts LLC | 0.08% | Add +0.1% | 136,088 | $12.1M |
| TRB Wealth Management, LLC | 1.50% | No change | 126,394 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.3% | 125,857 | $11.2M |
| Weil Company, Inc. | 1.91% | Add +10.6% | 121,747 | $10.9M |
| Cozad Asset Management Inc. | 0.67% | Add +1.5% | 116,659 | $10.4M |
| Wealth Enhancement Trust Services, Inc. | 1.13% | Reduce -15.0% | 114,523 | $10.2M |
| Denver PWM, LLC | 3.17% | Add +3.1% | 106,982 | $9.7M |
| Wingate Wealth Advisors, Inc. | 4.24% | Add +6.4% | 107,883 | $9.6M |
| Truist Financial Corp. | 0.01% | Add +1.6% | 107,021 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +55.0% | 106,216 | $9.5M |
| Park Avenue Securities LLC | 0.06% | Add +16.9% | 104,888 | $9.3M |
| FLC Capital Advisors | 1.49% | Reduce -0.9% | 102,093 | $9.1M |
| Schmidt P J Investment Management Inc. | 1.34% | Add +4.4% | 96,529 | $8.6M |
| Redhawk Wealth Advisors, Inc. | 0.82% | Add +227.4% | 93,331 | $8.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +16.6% | 92,679 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 89,234 | $8.0M |
| Cora Capital Advisors LLC | 2.22% | Reduce -0.5% | 88,710 | $7.9M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +2.5% | 87,399 | $7.8M |
| DDFG, Inc | 1.53% | Reduce -0.0% | 86,310 | $7.7M |
| D.A. Davidson & Co. | 0.04% | Reduce -9.1% | 76,833 | $6.8M |
| Cerity Partners LLC | 0.01% | Reduce 0.0% | 76,347 | $6.8M |
| Aspen Wealth Strategies, LLC | 3.27% | Add +1.7% | 75,838 | $6.8M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.3% | 74,843 | $6.7M |
| GeoWealth Management, LLC | 0.21% | Reduce -2.5% | 74,648 | $6.7M |
| FMA Wealth Management, LLC | 4.23% | Reduce -2.4% | 74,125 | $6.6M |
| GEM Asset Management, LLC | 2.51% | Add +1.6% | 71,512 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +34.0% | 70,410 | $6.3M |
| &partners | 0.02% | Add +5.6% | 65,269 | $5.8M |
| Equitable Holdings, Inc. | 0.03% | Reduce -7.5% | 63,104 | $5.6M |
| Perigon Wealth Management, LLC | 0.09% | Add +21.8% | 62,803 | $5.6M |
| Beirne Wealth Consulting Services, LLC | 1.07% | Add +0.5% | 60,302 | $5.4M |
| Vista Cima Wealth Management LLC | 4.00% | Add +0.9% | 60,239 | $5.4M |
| Cary Street Partners Financial LLC | 0.12% | Add +145.3% | 59,595 | $5.3M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -9.3% | 59,407 | $5.3M |
| Goldstone Financial Group, LLC | 0.48% | Add +116.3% | 58,686 | $5.2M |
| Santori & Peters, Inc. | 1.44% | Add +0.7% | 57,096 | $5.1M |
| Live Oak Investment Partners | 2.74% | Add +3.4% | 57,051 | $5.1M |
| Thoroughbred Financial Services, LLC | 0.24% | Add +7.5% | 54,975 | $4.9M |
| Summitpoint Capital Management | 4.96% | Add +69.5% | 51,604 | $4.6M |
| Williams Financial, LLC | 2.34% | Add +4.6% | 50,761 | $4.5M |
| Tyche Wealth Partners LLC | 0.62% | Reduce -0.0% | 49,288 | $4.4M |
| Signal Advisors Wealth, LLC | 0.23% | Add +107.0% | 48,174 | $4.3M |
| Apollon Financial, LLC | 0.50% | Reduce -2.0% | 47,581 | $4.2M |
| Novem Group | 0.42% | Reduce -0.5% | 46,922 | $4.2M |
| Flagship Private Wealth, LLC | 1.47% | Add +4.2% | 46,696 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.7% | 43,421 | $3.9M |
| Ascent Wealth Partners, LLC | 0.37% | Reduce -2.3% | 41,359 | $3.7M |
| Capital Analysts, LLC | 0.08% | Add +1.1% | 38,461 | $3.4M |
| Premier Path Wealth Partners, LLC | 0.39% | Add +15.3% | 38,133 | $3.4M |
"% of holder's portfolio" is SMLF's weight in each manager's 13F, not the share of iShares US Smallcap Equity F the manager owns.