iShares US Smallcap Equity FSMLFETF
13F holders, Q4 2025 (December 31)266holders +29
33new positions
14sold out
1famous investor
$75.50avg. 13F price*
At the end of Q4 2025, 266 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 29 from Q3 2025. 33 opened new positions and 14 sold out. The largest holders were Strategic Financial Services, Inc. ($303.0M), Ameriprise Financial Inc. ($180.3M) and Wells Fargo & Company ($174.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $95.2M |
| Exits | 14 | $19.4M |
All 13F filers, Q3 2025 → Q4 2025: 4,821,467 shares bought and 700,329 shares sold, net +4,121,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 266 holders
| Strategic Financial Services, Inc. | 13.98% | Add +1.8% | 3,810,840 | $303.0M |
| Ameriprise Financial Inc. | 0.04% | Add +31.9% | 2,408,138 | $180.3M |
| Wells Fargo & Company | 0.03% | Add +6.2% | 2,328,943 | $174.4M |
| Bank of America Corp. | 0.01% | Add +122.6% | 1,714,359 | $128.4M |
| LPL Financial LLC | 0.03% | Add +17.6% | 1,388,541 | $104.0M |
| Valmark Advisers, Inc. | 1.12% | Add +14.1% | 1,211,401 | $90.7M |
| Acropolis Investment Management, LLC | 3.26% | Add +5.8% | 968,630 | $72.5M |
| Vantagepoint Investment Advisers LLC | 0.40% | No change | 667,125 | $50.0M |
| Cetera Investment Advisers | 0.05% | Add +27.4% | 665,082 | $49.8M |
| HighTower Advisors, LLC | 0.05% | Add +11.3% | 562,143 | $42.1M |
| Financial Management Professionals, Inc. | 3.99% | Reduce -2.5% | 517,140 | $38.7M |
| Modern Wealth Management, LLC | 0.69% | Add +40.3% | 505,682 | $37.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 469,604 | $35.2M |
| Clearwater Capital Advisors, LLC | 2.92% | Add +0.5% | 468,005 | $35.0M |
| Cornerstone Planning Group LLC | 5.33% | Reduce -2.2% | 433,586 | $34.2M |
| Ullmann Wealth Partners Group, LLC | 3.38% | Reduce -8.3% | 438,052 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 424,888 | $31.8M |
| FMR LLC | 0.00% | Add +202.6% | 421,199 | $31.5M |
| Pacific Center for Financial Services | 7.56% | No change | 398,719 | $29.6M |
| River Wealth Advisors LLC | 3.03% | Add +5.0% | 360,566 | $27.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +3.3% | 346,732 | $26.0M |
| Madison Wealth Partners, Inc | 4.15% | New | 303,766 | $22.7M |
| Focus Partners Wealth | 0.03% | Reduce -1.2% | 300,548 | $22.5M |
| Thrivent Financial for Lutherans | 0.04% | New | 294,594 | $22.3M |
| Hennion & Walsh Asset Management, Inc. | 0.75% | Add +5.2% | 289,911 | $21.7M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 288,214 | $21.6M |
| Osaic Holdings, Inc. | 0.03% | Add +16.7% | 288,013 | $21.6M |
| Fox Financial, Inc | 16.85% | Reduce -0.8% | 282,299 | $21.1M |
| Private Advisor Group, LLC | 0.10% | Add +1.4% | 271,488 | $20.3M |
| Reston Wealth Management LLC | 6.00% | Add +0.8% | 261,813 | $19.6M |
| Integrity Alliance, Llc. | 0.66% | Reduce -1.0% | 239,900 | $18.0M |
| Foundations Investment Advisors, LLC | 0.23% | Reduce -1.9% | 237,289 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.7% | 230,211 | $17.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.3% | 214,142 | $16.0M |
| Family Office Research LLC | 6.30% | Add +1.2% | 203,079 | $15.4M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -0.9% | 194,917 | $14.6M |
| PTM Wealth Management, LLC | 7.81% | Add +5.0% | 180,437 | $13.8M |
| Morgan Stanley | 0.00% | Add +158.9% | 165,378 | $12.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.2% | 165,369 | $12.4M |
| Systelligence, LLC | 2.34% | New | 164,158 | $12.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -7.4% | 164,091 | $12.3M |
| UBS Group AG | 0.00% | Reduce -23.8% | 159,588 | $11.9M |
| Geneos Wealth Management Inc. | 0.29% | Add +2.8% | 158,824 | $11.9M |
| MML Investors Services, LLC | 0.03% | Add +13.3% | 157,413 | $11.8M |
| Evolve Private Wealth, LLC | 0.66% | — | 149,061 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -4.7% | 147,867 | $11.1M |
| WCG Wealth Advisors LLC | 0.31% | Add +5.8% | 146,340 | $11.0M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +58.7% | 142,175 | $10.6M |
| Wealth Enhancement Trust Services, Inc. | 1.34% | — | 141,964 | $10.6M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -3.6% | 138,848 | $10.4M |
| YHB Investment Advisors, Inc. | 0.70% | Add +32.5% | 135,006 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 126,311 | $9.5M |
| Denver PWM, LLC | 2.98% | No change | 131,450 | $8.9M |
| Truist Financial Corp. | 0.01% | Reduce 0.0% | 103,782 | $7.8M |
| Cozad Asset Management Inc. | 0.59% | Add +19.9% | 101,749 | $7.6M |
| Anfield Capital Management, LLC | 2.36% | Add +0.4% | 100,071 | $7.5M |
| FLC Capital Advisors | 1.37% | New | 99,179 | $7.4M |
| Seneca House Advisors | 2.76% | New | 98,374 | $7.4M |
| Wingate Wealth Advisors, Inc. | 3.91% | Add +512.4% | 93,665 | $7.0M |
| Cora Capital Advisors LLC | 2.59% | Add +2.8% | 88,782 | $6.6M |
| DDFG, Inc | 1.40% | Add +0.8% | 85,516 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.12% | New | 83,369 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Add +2.4% | 82,919 | $6.2M |
| Weil Company, Inc. | 1.32% | Add +32.5% | 76,610 | $5.7M |
| FMA Wealth Management, LLC | 3.68% | Reduce -0.1% | 75,832 | $5.7M |
| GeoWealth Management, LLC | 0.21% | Reduce -3.8% | 74,419 | $5.6M |
| Aspen Wealth Strategies, LLC | 3.05% | Add +8.0% | 74,383 | $5.6M |
| Addison Advisors LLC | 1.25% | Reduce -1.9% | 74,101 | $5.5M |
| United Capital Financial Advisors, LLC | 0.03% | Add +4.4% | 73,942 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 73,668 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.4% | 72,366 | $5.4M |
| GEM Asset Management, LLC | 2.41% | Add +0.6% | 69,768 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.9% | 69,530 | $5.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +31.9% | 68,876 | $5.2M |
| Vista Cima Wealth Management LLC | 3.96% | Add +2.9% | 63,393 | $4.7M |
| Beirne Wealth Consulting Services, LLC | 1.35% | Reduce -1.3% | 62,456 | $4.7M |
| Equitable Holdings, Inc. | 0.03% | Add +7.1% | 61,925 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.7% | 58,567 | $4.4M |
| Santori & Peters, Inc. | 1.44% | Add +1.1% | 56,283 | $4.2M |
| Live Oak Investment Partners | 2.49% | New | 54,136 | $4.1M |
| Two Sigma Investments, LP | 0.01% | New | 51,600 | $3.9M |
| Apollon Financial, LLC | 0.56% | Reduce -4.2% | 50,942 | $3.8M |
| Park Avenue Securities LLC | 0.03% | Add +137.5% | 49,474 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +17.4% | 49,269 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +90.4% | 48,880 | $3.7M |
| Williams Financial, LLC | 2.11% | New | 48,655 | $3.6M |
| Flagship Private Wealth, LLC | 1.42% | Add +8.1% | 48,045 | $3.6M |
| Novem Group | 0.41% | Add +2.6% | 47,810 | $3.6M |
| Mariner, LLC | 0.00% | Add +22.3% | 45,708 | $3.4M |
| Capital Analysts, LLC | 0.09% | Add +202.4% | 44,282 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +11.0% | 42,794 | $3.2M |
| Redhawk Wealth Advisors, Inc. | 0.34% | Reduce -34.5% | 40,952 | $3.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +18.7% | 40,454 | $3.0M |
| Phillips Financial Management, LLC | 0.19% | Reduce -0.7% | 39,717 | $3.0M |
| Premier Path Wealth Partners, LLC | 0.36% | Reduce -4.9% | 37,531 | $2.8M |
| Parkside Financial Bank & Trust | 0.20% | Add +0.3% | 36,486 | $2.7M |
| Harbor Asset Planning, Inc. | 2.30% | Add +3.9% | 35,915 | $2.7M |
| Tyche Wealth Partners LLC | 0.43% | Add +126.0% | 35,857 | $2.7M |
| Principal Securities, Inc. | 0.03% | Add +10.9% | 29,561 | $2.2M |
| Montag A & Associates Inc. | 0.10% | No change | 29,500 | $2.2M |
| Schmidt P J Investment Management Inc. | 0.36% | Add +10.3% | 29,457 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.3% | 28,115 | $2.2M |
| BFI Wealth Solutions, LLC | 2.01% | — | 28,150 | $2.1M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.3% | 26,113 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +108.6% | 25,960 | $1.9M |
| &partners | 0.01% | Add +773.2% | 25,497 | $1.9M |
| Empirical Asset Management, LLC | 0.54% | Add +12.8% | 25,389 | $1.9M |
| Hibernia Wealth Partners, LLC | 0.52% | Add +154.3% | 23,003 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +4.0% | 22,809 | $1.7M |
| Dynamic Wealth Strategies, LLC | 0.98% | Add +6.7% | 21,953 | $1.6M |
| Wedmont Private Capital | 0.06% | No change | 21,170 | $1.6M |
| Cwm, LLC | 0.00% | Add +20.1% | 21,773 | $1.6M |
| Wharton Business Group, LLC | 0.06% | Reduce -1.8% | 21,730 | $1.6M |
| Talisman Wealth Advisors LLC | 1.26% | Add +41.5% | 21,539 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -5.5% | 21,585 | $1.6M |
| Red Reef Advisors LLC | 1.61% | — | 21,178 | $1.6M |
| Guidance Capital, Inc. | 0.38% | Add +50.7% | 19,395 | $1.6M |
| LWM Advisory Services, LLC | 0.88% | Reduce -0.4% | 20,071 | $1.5M |
| Westover Capital Advisors, LLC | 0.27% | Add +0.1% | 19,969 | $1.5M |
| Integrated Wealthcare, LLC | 1.22% | — | 19,380 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.1% | 18,561 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +38.6% | 18,011 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.22% | New | 17,964 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 16,843 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 16,792 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Add +155.9% | 15,490 | $1.2M |
| Byrne Financial Freedom, LLC | 0.53% | Reduce -2.9% | 15,351 | $1.1M |
| Plancorp, LLC | 0.03% | Add +14.5% | 15,126 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.6% | 13,802 | $1.0M |
| Atlas Legacy Advisors, LLC | 0.16% | Add +5.4% | 12,534 | $939K |
| Landmark Wealth Management, Inc. | 0.34% | No change | 12,103 | $906K |
| Vantage Financial Partners, LLC | 0.18% | Add +0.2% | 12,034 | $901K |
| Axxcess Wealth Management, LLC | 0.02% | New | 11,925 | $893K |
| Global Retirement Partners, LLC | 0.02% | Reduce -1.0% | 11,774 | $882K |
| Cassilly Financial Group LLC | 0.75% | — | 11,387 | $853K |
| Integrity Advisory Solutions, LLC | 0.12% | Add +18.9% | 11,351 | $850K |
| Ascent Wealth Partners, LLC | 0.09% | Add +2.0% | 10,871 | $814K |
| Redwood Financial Network Corp | 0.50% | Add +28.4% | 10,430 | $781K |
| Foster & Motley Inc. | 0.04% | Reduce -0.9% | 10,199 | $764K |
| Axiom Financial Strategies, LLC | 0.32% | Add +1.1% | 10,188 | $763K |
| Citizens Financial Group Inc. | 0.01% | Reduce -9.0% | 10,184 | $763K |
| Thayer Financial, L.L.C. | 0.80% | — | 10,127 | $758K |
| WASHINGTON TRUST Co | 0.02% | Reduce -0.1% | 9,989 | $748K |
| Parsons Capital Management Inc. | 0.04% | Add +57.5% | 9,937 | $744K |
| Journey Advisory Group, LLC | 0.06% | Reduce -88.5% | 9,710 | $727K |
| BKM Wealth Management, LLC | 0.26% | Reduce -58.9% | 9,670 | $724K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +0.7% | 9,085 | $680K |
| Sigma Planning Corp | 0.02% | Add +18.3% | 9,033 | $676K |
| Park Place Capital Corp | 0.14% | Add +0.3% | 8,909 | $667K |
| Elevate Capital Advisors, LLC | 0.43% | Add +144.5% | 8,709 | $652K |
| LifeGoal Investments, LLC | 0.42% | Add +0.0% | 8,420 | $631K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -94.0% | 8,304 | $622K |
| Creative Planning | 0.00% | Add +12.4% | 8,185 | $613K |
| J.M. Arbour, LLC | 0.58% | — | 7,763 | $581K |
| RHS Financial, LLC | 0.27% | Reduce -3.0% | 7,356 | $551K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.7% | 7,223 | $541K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 6,677 | $500K |
| Leavell Investment Management, Inc. | 0.02% | Add +29.5% | 6,587 | $493K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 6,583 | $493K |
| Ascentis Independent Advisors | 0.08% | Add +3.7% | 6,590 | $492K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 5,881 | $464K |
| First Foundation Advisors | 0.02% | No change | 6,021 | $451K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.3% | 5,944 | $445K |
| Captrust Financial Advisors | 0.00% | Add +1.3% | 5,911 | $443K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.7% | 5,581 | $418K |
| Independent Advisor Alliance | 0.01% | Add +4.0% | 5,438 | $407K |
| Diversified Trust Co. | 0.01% | No change | 5,270 | $395K |
| Ergawealth Advisors, Inc. | 0.18% | Reduce -15.5% | 5,254 | $393K |
| Members Trust Co | 0.01% | No change | 5,149 | $386K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.0% | 5,036 | $377K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -4.2% | 4,575 | $343K |
| Choreo, LLC | 0.00% | Reduce -7.1% | 4,530 | $342K |
| Brown Brothers Harriman & Co. | 0.00% | Add +27.2% | 4,533 | $339K |
| Aurora Private Wealth, Inc. | 0.22% | — | 4,490 | $336K |
| Comerica Bank | 0.00% | No change | 4,364 | $327K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.0% | 4,249 | $318K |
| Harborfront Financial Group LLC | 2.27% | — | 4,066 | $304K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +31.0% | 4,048 | $303K |
| JGP Wealth Management, LLC | 0.03% | Add +36.1% | 4,004 | $300K |
| Tranquility Partners, LLC | 0.11% | No change | 3,924 | $294K |
| IFG Advisory, LLC | 0.01% | Add +21.0% | 3,890 | $291K |
| RMR Wealth Builders | 0.02% | No change | 3,827 | $287K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 3,796 | $284K |
| Mascagni Wealth Management, Inc. | 0.21% | Reduce -3.3% | 3,752 | $281K |
| AE Wealth Management LLC | 0.00% | Reduce -9.9% | 3,706 | $278K |
| BNP Paribas Financial Markets | 0.00% | No change | 3,600 | $270K |
| Veridan Wealth LLC | 0.09% | Reduce -0.5% | 3,598 | $269K |
| Elyxium Wealth, LLC | 0.07% | Add +3.6% | 3,583 | $268K |
| Arkadios Wealth Advisors | 0.01% | Add +4.0% | 3,573 | $268K |
| KDK Private Wealth Management, LLC | 0.23% | No change | 3,503 | $262K |
| Traction Financial Partners, LLC | 0.16% | No change | 3,497 | $262K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 3,460 | $259K |
| Capital Square, LLC | 0.13% | New | 3,284 | $246K |
| Colonial Trust Advisors | 0.02% | No change | 3,223 | $241K |
| Focused Alpha, LLC | 0.07% | — | 3,207 | $240K |
| Citadel Advisors | 0.00% | New | 3,199 | $240K |
| GWN Securities Inc. | 0.05% | Reduce -8.3% | 3,091 | $231K |
| ProVise Management Group, LLC | 0.02% | New | 3,009 | $225K |
| Cadence Bank | 0.01% | Reduce -8.5% | 2,892 | $217K |
| Facet Wealth, Inc. | 0.00% | New | 2,681 | $211K |
| Edge Financial Advisors LLC | 0.09% | Add +0.3% | 2,731 | $205K |
| Arax Advisory Partners | 0.01% | New | 2,709 | $203K |
| Insigneo Advisory Services, LLC | 0.01% | New | 2,685 | $201K |
| CENTRAL TRUST Co | 0.00% | Reduce -14.6% | 2,626 | $197K |
| Bell Investment Advisors, Inc | 0.03% | Add +0.9% | 2,319 | $174K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -32.6% | 2,106 | $158K |
| Private Trust Co. NA | 0.01% | Add +20.1% | 1,685 | $126K |
| S.A. Mason LLC | 0.04% | No change | 1,465 | $110K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +0.3% | 1,459 | $109K |
| Franklin Resources Inc. | 0.00% | No change | 1,291 | $97K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,190 | $89K |
| Rockefeller Capital Management L.P. | 0.00% | Add +450.8% | 1,030 | $77K |
| Bogart Wealth, LLC | 0.00% | No change | 1,001 | $75K |
| Citigroup Inc. | 0.00% | Add +546.7% | 983 | $74K |
| Harbour Investments, Inc. | 0.00% | Add +319.9% | 928 | $69K |
| Blair William & Co. | 0.00% | Reduce -9.8% | 915 | $69K |
| KERR FINANCIAL PLANNING Corp | 0.09% | Add +100.2% | 907 | $68K |
| Colonial Trust Co / SC | 0.01% | No change | 850 | $64K |
| SYM FINANCIAL Corp | 0.01% | No change | 815 | $61K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -33.1% | 767 | $57K |
| MGB Wealth Management, LLC | 0.02% | Add +248.2% | 752 | $56K |
| MAI Capital Management | 0.00% | No change | 602 | $45K |
| Morse Asset Management, Inc | 0.01% | Reduce -1.3% | 550 | $41K |
| Allworth Financial LP | 0.00% | Reduce -4.6% | 536 | $40K |
| Creative Financial Designs Inc. | 0.00% | Add +14.6% | 527 | $39K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -28.4% | 502 | $38K |
| Glassman Wealth Services | 0.00% | No change | 485 | $36K |
| IFP Advisors, Inc | 0.00% | Add +509.9% | 433 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 426 | $32K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 420 | $31K |
| Arlington Trust Co LLC | 0.00% | No change | 378 | $28K |
| Abound Wealth Management | 0.01% | New | 355 | $27K |
| International Assets Investment Management, LLC | 0.00% | New | 276 | $21K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 250 | $19K |
| Root Financial Partners, LLC | 0.00% | Add +0.4% | 234 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 208 | $16K |
| Bank of Montreal | 0.00% | New | 200 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 201 | $15K |
| Eastern Bank | 0.00% | New | 188 | $14K |
| Howe & Rusling Inc. | 0.00% | No change | 185 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $13K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -4.1% | 163 | $12K |
| Mendota Financial Group, LLC | 0.01% | No change | 158 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 156 | $12K |
| Triumph Capital Management | 0.00% | New | 152 | $11K |
| Concord Wealth Partners | 0.00% | No change | 122 | $9K |
| Financial Consulate, Inc. | 0.00% | No change | 120 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 119 | $9K |
| Motiv8 Investments LLC | 0.00% | New | 107 | $8K |
| Ameriflex Group, Inc. | 0.00% | New | 96 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -8.6% | 96 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 83 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +875.0% | 78 | $6K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 80 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 72 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 57 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 50 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 48 | $4K |
| Costello Asset Management, INC | 0.00% | Add +2.5% | 41 | $3K |
| Operose Advisors LLC | 0.00% | New | 34 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 26 | $2K |
| Affinity Wealth LLC | 0.00% | New | 23 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | New | 15 | $1K |
| Qube Research & Technologies Ltd | 0.00% | No change | 3 | $225 |
| Atomic Invest LLC | 0.00% | — | 1 | $75 |
"% 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.