iShares US Smallcap Equity FSMLFETF
13F holders, Q1 2026 (March 31)269holders +3
30new positions
20sold out
$75.64avg. 13F price*
At the end of Q1 2026, 269 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 3 from Q4 2025. 30 opened new positions and 20 sold out. The largest holders were Strategic Financial Services, Inc. ($289.6M), Wells Fargo & Company ($224.1M) and Charles Schwab Investment Management Inc. ($195.1M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $197.8M |
| Exits | 20 | $55.3M |
All 13F filers, Q4 2025 → Q1 2026: 7,704,780 shares bought and 2,595,126 shares sold, net +5,109,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| Strategic Financial Services, Inc. | 13.79% | Add +0.7% | 3,836,442 | $289.6M |
| Wells Fargo & Company | 0.04% | Add +27.5% | 2,968,821 | $224.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +508.3% | 2,584,398 | $195.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -17.5% | 1,986,402 | $150.0M |
| Advance Capital Management, Inc. | 4.42% | New | 1,545,786 | $116.7M |
| LPL Financial LLC | 0.03% | Add +11.3% | 1,544,842 | $116.6M |
| Valmark Advisers, Inc. | 1.20% | Add +10.2% | 1,334,635 | $100.8M |
| Bank of America Corp. | 0.01% | Reduce -41.5% | 1,002,137 | $75.7M |
| Acropolis Investment Management, LLC | 3.27% | Add +1.1% | 979,045 | $73.9M |
| FMR LLC | 0.00% | Add +85.8% | 782,568 | $59.1M |
| Cetera Investment Advisers | 0.06% | Add +13.3% | 753,749 | $56.9M |
| Modern Wealth Management, LLC | 0.96% | Add +45.1% | 733,974 | $55.8M |
| Vantagepoint Investment Advisers LLC | 0.43% | No change | 667,125 | $50.4M |
| HighTower Advisors, LLC | 0.05% | Add +5.1% | 591,028 | $44.6M |
| Annex Advisory Services, LLC | 0.79% | New | 560,961 | $42.3M |
| Financial Management Professionals, Inc. | 4.43% | Add +1.2% | 523,190 | $39.5M |
| Cornerstone Planning Group LLC | 5.24% | Add +8.7% | 471,147 | $39.3M |
| Clearwater Capital Advisors, LLC | 2.92% | Add +2.4% | 479,209 | $36.2M |
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 439,803 | $33.2M |
| Ullmann Wealth Partners Group, LLC | 3.39% | Reduce -1.2% | 432,829 | $32.7M |
| Raymond James Financial Inc. | 0.01% | Add +36.5% | 393,318 | $29.7M |
| Pacific Center for Financial Services | 7.24% | Reduce -5.1% | 378,287 | $28.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +9.1% | 378,209 | $28.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.3% | 325,311 | $24.6M |
| River Wealth Advisors LLC | 2.76% | Reduce -11.8% | 317,974 | $24.0M |
| Madison Wealth Partners, Inc | 3.67% | Add +0.4% | 304,934 | $23.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +36.6% | 292,422 | $22.1M |
| Osaic Holdings, Inc. | 0.03% | Add +1.2% | 291,498 | $22.0M |
| Focus Partners Wealth | 0.02% | Reduce -3.5% | 289,889 | $22.0M |
| Fox Financial, Inc | 17.46% | Add +0.4% | 283,376 | $21.4M |
| Private Advisor Group, LLC | 0.10% | Add +1.2% | 274,728 | $20.7M |
| Reston Wealth Management LLC | 6.16% | Add +1.7% | 266,288 | $20.1M |
| Integrity Alliance, Llc. | 0.75% | Add +8.7% | 260,869 | $19.7M |
| Systelligence, LLC | 3.19% | Add +32.5% | 217,574 | $16.4M |
| Morgan Stanley | 0.00% | Add +29.8% | 214,680 | $16.2M |
| UBS Group AG | 0.00% | Add +31.9% | 210,410 | $15.9M |
| Family Office Research LLC | 6.74% | Add +1.1% | 205,416 | $15.5M |
| YHB Investment Advisors, Inc. | 1.03% | Add +40.6% | 189,835 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +27.1% | 187,947 | $14.2M |
| Geneos Wealth Management Inc. | 0.32% | Add +13.7% | 180,534 | $13.6M |
| Peapack Gladstone Financial Corp. | 0.17% | Add +25.6% | 178,607 | $13.5M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -14.5% | 166,740 | $12.6M |
| AssuredPartners Investment Advisors, LLC | 1.36% | New | 163,184 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -2.9% | 160,575 | $12.1M |
| PTM Wealth Management, LLC | 6.15% | Reduce -16.0% | 151,580 | $11.6M |
| AllGen Financial Advisors, Inc. | 2.75% | New | 153,712 | $11.6M |
| WCG Wealth Advisors LLC | 0.32% | Add +2.7% | 150,336 | $11.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.7% | 149,751 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +6.4% | 147,708 | $11.2M |
| MML Investors Services, LLC | 0.03% | Reduce -6.2% | 147,628 | $11.1M |
| Evolve Private Wealth, LLC | 0.59% | Reduce -1.9% | 146,252 | $11.0M |
| Integrated Wealth Concepts LLC | 0.08% | Add +1537.1% | 135,945 | $10.3M |
| Wealth Enhancement Trust Services, Inc. | 1.23% | Reduce -5.1% | 134,722 | $10.2M |
| TRB Wealth Management, LLC | 1.36% | — | 126,394 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 128,752 | $9.4M |
| Denver PWM, LLC | 2.99% | Reduce -21.1% | 103,774 | $8.7M |
| Cozad Asset Management Inc. | 0.68% | Add +13.0% | 114,953 | $8.7M |
| Weil Company, Inc. | 1.87% | Add +43.7% | 110,092 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 105,369 | $8.0M |
| FLC Capital Advisors | 1.41% | Add +3.9% | 103,033 | $7.8M |
| Wingate Wealth Advisors, Inc. | 4.09% | Add +8.3% | 101,427 | $7.7M |
| Schmidt P J Investment Management Inc. | 1.17% | Add +213.9% | 92,470 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Add +81.3% | 89,691 | $6.8M |
| Cora Capital Advisors LLC | 2.23% | Add +0.4% | 89,134 | $6.7M |
| DDFG, Inc | 1.40% | Add +0.9% | 86,319 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +2.3% | 85,300 | $6.4M |
| D.A. Davidson & Co. | 0.04% | Add +2.0% | 84,557 | $6.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +35.7% | 79,460 | $6.0M |
| GeoWealth Management, LLC | 0.21% | Add +2.9% | 76,559 | $5.8M |
| United Capital Financial Advisors, LLC | 0.04% | Add +3.6% | 76,587 | $5.8M |
| Cerity Partners LLC | 0.01% | Add +3.6% | 76,349 | $5.8M |
| FMA Wealth Management, LLC | 3.81% | Add +0.1% | 75,911 | $5.7M |
| Aspen Wealth Strategies, LLC | 3.03% | Add +0.3% | 74,585 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 71,882 | $5.4M |
| Addison Advisors LLC | 1.20% | Reduce -3.3% | 71,659 | $5.4M |
| GEM Asset Management, LLC | 2.35% | Add +0.9% | 70,404 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -5.3% | 68,510 | $5.2M |
| Equitable Holdings, Inc. | 0.03% | Add +10.2% | 68,223 | $5.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -4.9% | 65,494 | $5.0M |
| &partners | 0.02% | Add +142.4% | 61,804 | $4.7M |
| Beirne Wealth Consulting Services, LLC | 1.28% | Reduce -3.9% | 59,996 | $4.5M |
| Vista Cima Wealth Management LLC | 4.45% | Reduce -5.8% | 59,707 | $4.5M |
| Santori & Peters, Inc. | 1.33% | Add +0.8% | 56,726 | $4.3M |
| Live Oak Investment Partners | 2.46% | Add +2.0% | 55,200 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 52,539 | $4.0M |
| Perigon Wealth Management, LLC | 0.07% | Add +27.5% | 51,582 | $3.9M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +19.5% | 51,125 | $3.9M |
| Tyche Wealth Partners LLC | 0.57% | Add +37.5% | 49,295 | $3.7M |
| Apollon Financial, LLC | 0.51% | Reduce -4.7% | 48,548 | $3.7M |
| Williams Financial, LLC | 2.13% | Reduce -0.3% | 48,526 | $3.7M |
| Mariner, LLC | 0.00% | Add +5.8% | 48,367 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -84.0% | 47,223 | $3.6M |
| Novem Group | 0.41% | Reduce -1.3% | 47,175 | $3.6M |
| NewEdge Advisors, LLC | 0.01% | Add +73.6% | 45,069 | $3.4M |
| Flagship Private Wealth, LLC | 1.37% | Reduce -6.7% | 44,812 | $3.4M |
| Ascent Wealth Partners, LLC | 0.37% | Add +289.3% | 42,316 | $3.2M |
| Capital Analysts, LLC | 0.08% | Reduce -14.1% | 38,051 | $2.9M |
| Phillips Financial Management, LLC | 0.20% | Reduce -6.0% | 37,342 | $2.8M |
| Parkside Financial Bank & Trust | 0.21% | Add +0.2% | 36,573 | $2.8M |
| Harbor Asset Planning, Inc. | 2.17% | Reduce -4.9% | 34,167 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.33% | Reduce -11.9% | 33,065 | $2.5M |
| Summitpoint Capital Management | 2.89% | — | 30,437 | $2.3M |
| Principal Securities, Inc. | 0.03% | Add +1.8% | 30,106 | $2.3M |
| Montag A & Associates Inc. | 0.10% | No change | 29,500 | $2.2M |
| Elevate Capital Advisors, LLC | 1.44% | Add +238.5% | 29,477 | $2.2M |
| Redhawk Wealth Advisors, Inc. | 0.24% | Reduce -30.4% | 28,510 | $2.2M |
| BFI Wealth Solutions, LLC | 2.05% | Reduce -0.7% | 27,957 | $2.1M |
| Talisman Wealth Advisors LLC | 1.71% | Add +30.6% | 28,136 | $2.1M |
| Goldstone Financial Group, LLC | 0.22% | New | 27,133 | $2.0M |
| Guidance Capital, Inc. | 0.43% | Add +17.6% | 22,813 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +38.6% | 24,969 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | New | 24,299 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | New | 23,901 | $1.8M |
| Frontier Asset Management, LLC | 0.38% | New | 23,836 | $1.8M |
| Empirical Asset Management, LLC | 0.47% | Reduce -7.3% | 23,526 | $1.8M |
| Signal Advisors Wealth, LLC | 0.12% | New | 23,268 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +2.0% | 23,266 | $1.8M |
| Hibernia Wealth Partners, LLC | 0.51% | Add +0.1% | 23,027 | $1.7M |
| Axiom Financial Strategies, LLC | 0.60% | Add +123.2% | 22,741 | $1.7M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -13.7% | 22,531 | $1.7M |
| Dynamic Wealth Strategies, LLC | 0.97% | Add +1.6% | 22,314 | $1.7M |
| Wedmont Private Capital | 0.05% | No change | 21,170 | $1.7M |
| Red Reef Advisors LLC | 1.72% | Add +3.0% | 21,816 | $1.6M |
| Wharton Business Group, LLC | 0.06% | Reduce -0.1% | 21,700 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -1.5% | 21,270 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.1% | 21,049 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +14.3% | 20,525 | $1.5M |
| Westover Capital Advisors, LLC | 0.28% | Reduce -0.4% | 19,885 | $1.5M |
| Integrated Wealthcare, LLC | 1.24% | Add +1.3% | 19,637 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +0.1% | 18,587 | $1.4M |
| Cwm, LLC | 0.00% | Reduce -17.9% | 17,880 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 16,792 | $1.3M |
| Kingsview Wealth Management, LLC | 0.01% | Add +5.3% | 14,529 | $1.1M |
| Plancorp, LLC | 0.03% | Reduce -12.1% | 13,293 | $1.0M |
| Atlas Legacy Advisors, LLC | 0.18% | Add +4.7% | 13,119 | $990K |
| Integrity Advisory Solutions, LLC | 0.12% | Add +9.2% | 12,397 | $936K |
| Byrne Financial Freedom, LLC | 0.45% | Reduce -19.4% | 12,367 | $934K |
| Landmark Wealth Management, Inc. | 0.34% | No change | 12,103 | $914K |
| Jane Street Group, LLC | 0.00% | Reduce -29.8% | 11,833 | $893K |
| Redwood Financial Network Corp | 0.57% | Add +10.7% | 11,549 | $872K |
| Cassilly Financial Group LLC | 0.75% | Add +1.1% | 11,514 | $869K |
| Parsons Capital Management Inc. | 0.04% | Add +15.4% | 11,466 | $866K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.9% | 11,276 | $851K |
| Sigma Planning Corp | 0.02% | Add +19.9% | 10,830 | $818K |
| Thayer Financial, L.L.C. | 0.81% | Add +4.4% | 10,575 | $798K |
| Citizens Financial Group Inc. | 0.01% | Add +1.7% | 10,359 | $782K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +10.0% | 9,996 | $755K |
| WASHINGTON TRUST Co | 0.03% | No change | 9,989 | $754K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 9,900 | $747K |
| Foster & Motley Inc. | 0.04% | Reduce -6.3% | 9,559 | $722K |
| BAM Wealth Management, LLC | 0.53% | New | 9,435 | $712K |
| RHS Financial, LLC | 0.32% | Add +22.6% | 9,015 | $681K |
| Park Place Capital Corp | 0.14% | Add +0.3% | 8,932 | $674K |
| BKM Wealth Management, LLC | 0.24% | Reduce -8.9% | 8,805 | $665K |
| LifeGoal Investments, LLC | 0.37% | Reduce -0.2% | 8,405 | $639K |
| Creative Planning | 0.00% | Add +0.0% | 8,186 | $618K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,910 | $597K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.0% | 7,225 | $545K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 6,681 | $504K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.8% | 6,635 | $501K |
| LWM Advisory Services, LLC | 0.53% | Reduce -67.1% | 6,598 | $498K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.1% | 6,367 | $481K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -4.5% | 6,287 | $475K |
| Ascentis Independent Advisors | 0.04% | Reduce -6.3% | 6,172 | $466K |
| First Foundation Advisors | 0.02% | No change | 6,021 | $455K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,970 | $451K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 5,881 | $444K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | Add +63.0% | 5,640 | $426K |
| Apollon Wealth Management, LLC | 0.01% | Add +11.5% | 5,616 | $424K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -8.8% | 5,424 | $409K |
| Captrust Financial Advisors | 0.00% | Reduce -9.1% | 5,373 | $406K |
| Ergawealth Advisors, Inc. | 0.18% | Reduce -0.0% | 5,252 | $396K |
| Members Trust Co | 0.01% | No change | 5,149 | $389K |
| Journey Advisory Group, LLC | 0.03% | Reduce -47.7% | 5,077 | $383K |
| Veridan Wealth LLC | 0.14% | Add +37.3% | 4,940 | $373K |
| Mascagni Wealth Management, Inc. | 0.26% | Add +29.5% | 4,859 | $367K |
| Capital Square, LLC | 0.17% | Add +34.4% | 4,413 | $363K |
| Procyon Advisors, LLC | 0.02% | New | 4,750 | $359K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +15.9% | 4,691 | $354K |
| Lewis Asset Management, LLC | 0.14% | New | 4,637 | $350K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -0.4% | 4,555 | $344K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,533 | $342K |
| Aurora Private Wealth, Inc. | 0.24% | No change | 4,490 | $339K |
| Choreo, LLC | 0.00% | Reduce -3.0% | 4,394 | $332K |
| Fifth Third Bancorp | 0.00% | Add +3239.5% | 3,974 | $300K |
| NewEdge Wealth, LLC | 0.00% | New | 3,851 | $291K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 3,796 | $287K |
| Tranquility Partners, LLC | 0.11% | Reduce -4.2% | 3,759 | $284K |
| Arkadios Wealth Advisors | 0.00% | Add +4.9% | 3,749 | $283K |
| ProVise Management Group, LLC | 0.02% | Add +24.5% | 3,745 | $283K |
| RMR Wealth Builders | 0.02% | Reduce -3.2% | 3,705 | $280K |
| Compound Planning, Inc. | 0.01% | New | 3,613 | $273K |
| BNP Paribas Financial Markets | 0.00% | Add +0.4% | 3,613 | $273K |
| Benjamin Edwards Inc. | 0.00% | New | 3,516 | $266K |
| JGP Wealth Management, LLC | 0.03% | Reduce -12.3% | 3,513 | $265K |
| KDK Private Wealth Management, LLC | 0.24% | No change | 3,503 | $264K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -19.1% | 3,436 | $259K |
| TAGStone Capital, Inc. | 0.09% | New | 3,392 | $256K |
| GWN Securities Inc. | 0.05% | Add +7.7% | 3,330 | $251K |
| Facet Wealth, Inc. | 0.00% | Add +21.4% | 3,255 | $246K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,208 | $242K |
| Colonial Trust Advisors | 0.02% | Reduce -0.5% | 3,208 | $242K |
| Focused Alpha, LLC | 0.07% | No change | 3,207 | $242K |
| Traction Financial Partners, LLC | 0.14% | Reduce -11.9% | 3,079 | $232K |
| SHP Wealth Management | 0.02% | New | 3,057 | $231K |
| Anfield Capital Management, LLC | 0.06% | Reduce -97.0% | 2,959 | $223K |
| Huntington National Bank | 0.00% | New | 2,892 | $218K |
| Western Financial Corp | 0.08% | New | 2,785 | $210K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 2,685 | $203K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.2% | 1,991 | $150K |
| Mosley Wealth Management | 0.06% | New | 1,707 | $127K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -28.1% | 1,667 | $126K |
| Private Trust Co. NA | 0.01% | Reduce -11.8% | 1,487 | $112K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.2% | 1,462 | $110K |
| Harbour Investments, Inc. | 0.00% | Add +48.2% | 1,375 | $104K |
| Franklin Resources Inc. | 0.00% | No change | 1,291 | $97K |
| AE Wealth Management LLC | 0.00% | Reduce -65.2% | 1,290 | $97K |
| Bogart Wealth, LLC | 0.00% | No change | 1,001 | $76K |
| SYM FINANCIAL Corp | 0.01% | Add +14.0% | 929 | $70K |
| International Assets Investment Management, LLC | 0.00% | Add +212.3% | 862 | $66K |
| Arax Advisory Partners | 0.00% | Reduce -68.7% | 847 | $64K |
| Blair William & Co. | 0.00% | Reduce -8.0% | 842 | $64K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.1% | 768 | $58K |
| Colonial Trust Co / SC | 0.01% | Reduce -11.8% | 750 | $57K |
| Belvedere Trading LLC | 0.01% | New | 735 | $55K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Reduce -27.7% | 656 | $53K |
| MAI Capital Management | 0.00% | No change | 602 | $45K |
| Bank of Montreal | 0.00% | Add +188.5% | 577 | $44K |
| Morse Asset Management, Inc | 0.01% | No change | 550 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -74.0% | 548 | $41K |
| Allworth Financial LP | 0.00% | Add +0.2% | 537 | $41K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.7% | 518 | $39K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 503 | $38K |
| Glassman Wealth Services | 0.01% | No change | 485 | $37K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 426 | $32K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 420 | $32K |
| Arlington Trust Co LLC | 0.00% | No change | 378 | $29K |
| Abound Wealth Management | 0.01% | Add +0.3% | 356 | $27K |
| Vanguard Advisers Inc. | 0.00% | — | 341 | $26K |
| Pittenger & Anderson Inc. | 0.00% | New | 326 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -73.5% | 273 | $21K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 250 | $19K |
| Triumph Capital Management | 0.00% | Add +59.2% | 242 | $18K |
| Root Financial Partners, LLC | 0.00% | No change | 234 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 208 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 201 | $15K |
| Versant Capital Management, Inc | 0.00% | New | 200 | $15K |
| Eastern Bank | 0.00% | No change | 188 | $14K |
| Howe & Rusling Inc. | 0.00% | No change | 185 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $14K |
| Financial Consulate, Inc. | 0.00% | No change | 120 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -77.1% | 99 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 96 | $7K |
| Assetmark, Inc. | 0.00% | No change | 96 | $7K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -46.0% | 88 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 83 | $6K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 80 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 78 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 78 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 77 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 72 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 57 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Add +96.2% | 51 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 48 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 41 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | Add +140.0% | 36 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -94.9% | 8 | $589 |
| Mather Group, Llc. | 0.00% | New | 7 | $495 |
"% 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.