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 |
| Parkside Financial Bank & Trust | 0.22% | Add +0.2% | 36,633 | $3.3M |
| Addison Advisors LLC | 1.43% | Reduce -52.8% | 33,862 | $3.0M |
| Harbor Asset Planning, Inc. | 2.26% | Reduce -1.3% | 33,709 | $3.0M |
| Phillips Financial Management, LLC | 0.22% | Reduce -10.2% | 33,526 | $3.0M |
| MY Wealth Management Inc. | 2.01% | New | 32,074 | $2.9M |
| Montag A & Associates Inc. | 0.11% | No change | 29,500 | $2.6M |
| Principal Securities, Inc. | 0.03% | Reduce -4.2% | 28,852 | $2.6M |
| Elevate Capital Advisors, LLC | 1.42% | Reduce -2.3% | 28,803 | $2.6M |
| BFI Wealth Solutions, LLC | 1.84% | Reduce -0.2% | 27,902 | $2.5M |
| Advisory Services Network, LLC | 0.03% | Add +9.1% | 27,244 | $2.4M |
| Byrne Financial Freedom, LLC | 0.89% | Add +106.9% | 25,588 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +6.1% | 24,693 | $2.2M |
| Empirical Asset Management, LLC | 0.48% | Add +2.3% | 24,056 | $2.1M |
| Frontier Asset Management, LLC | 0.38% | Add +0.2% | 23,893 | $2.1M |
| Guidance Capital, Inc. | 0.45% | Add +6.2% | 24,222 | $2.1M |
| Diversify Advisory Services, LLC | 0.04% | New | 24,306 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | New | 24,306 | $2.1M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.8% | 22,701 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +250.1% | 22,292 | $2.0M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -7.3% | 22,147 | $2.0M |
| Red Reef Advisors LLC | 1.79% | Reduce -0.4% | 21,729 | $1.9M |
| Wharton Business Group, LLC | 0.06% | No change | 21,700 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.5% | 21,787 | $1.9M |
| Wedmont Private Capital | 0.05% | No change | 21,170 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 20,727 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.22% | Reduce -1.0% | 20,319 | $1.8M |
| Integrated Wealthcare, LLC | 1.33% | Add +2.0% | 20,039 | $1.8M |
| Axiom Financial Strategies, LLC | 0.56% | Reduce -12.6% | 19,888 | $1.8M |
| Westover Capital Advisors, LLC | 0.29% | Reduce -0.2% | 19,840 | $1.8M |
| Dynamic Wealth Strategies, LLC | 0.88% | Reduce -16.9% | 18,554 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.6% | 18,104 | $1.6M |
| Brown Advisory Inc. | 0.00% | No change | 16,792 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +319.6% | 16,676 | $1.5M |
| Redwood Financial Network Corp | 0.75% | Add +31.9% | 15,237 | $1.4M |
| Planning Strategies Inc. | 0.82% | — | 14,720 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.1% | 14,687 | $1.3M |
| Integrity Advisory Solutions, LLC | 0.13% | Add +10.6% | 13,708 | $1.2M |
| Atlas Legacy Advisors, LLC | 0.18% | Add +3.6% | 13,596 | $1.2M |
| Plancorp, LLC | 0.03% | Add +0.6% | 13,369 | $1.2M |
| Parsons Capital Management Inc. | 0.05% | Add +7.0% | 12,267 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 12,040 | $1.1M |
| Landmark Wealth Management, Inc. | 0.35% | Reduce -0.7% | 12,020 | $1.1M |
| Cassilly Financial Group LLC | 0.77% | Add +3.3% | 11,893 | $1.1M |
| Hibernia Wealth Partners, LLC | 0.57% | Reduce -48.8% | 11,794 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Add +11.2% | 11,516 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | — | 11,420 | $1.0M |
| RHS Financial, LLC | 0.40% | Add +24.0% | 11,179 | $996K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 10,893 | $971K |
| Savant Capital, LLC | 0.00% | New | 10,799 | $963K |
| Thayer Financial, L.L.C. | 0.83% | Reduce -2.7% | 10,292 | $917K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +0.6% | 10,055 | $896K |
| WASHINGTON TRUST Co | 0.03% | No change | 9,989 | $890K |
| BAM Wealth Management, LLC | 0.53% | Add +0.9% | 9,522 | $849K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -4.7% | 9,432 | $841K |
| Foster & Motley Inc. | 0.04% | Reduce -2.9% | 9,279 | $827K |
| Jane Street Group, LLC | 0.00% | Reduce -23.9% | 9,004 | $803K |
| Park Place Capital Corp | 0.13% | Add +0.2% | 8,953 | $798K |
| BKM Wealth Management, LLC | 0.27% | Reduce -4.6% | 8,399 | $749K |
| CreativeOne Wealth, LLC | 0.02% | Add +4.7% | 8,281 | $738K |
| Creative Planning | 0.00% | Reduce -0.8% | 8,119 | $724K |
| LifeGoal Investments, LLC | 0.33% | Reduce -3.5% | 8,110 | $723K |
| Sigma Planning Corp | 0.02% | Reduce -26.8% | 7,933 | $707K |
| Mariner, LLC | 0.00% | Reduce -84.1% | 7,672 | $684K |
| Roof Eidam Maycock Peralta, LLC | 0.13% | Add +34.3% | 7,573 | $675K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.2% | 7,211 | $643K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.6% | 6,720 | $599K |
| Leavell Investment Management, Inc. | 0.02% | Add +3.6% | 6,512 | $580K |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.8% | 6,451 | $575K |
| SHP Wealth Management | 0.04% | Add +98.6% | 6,070 | $541K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -8.7% | 6,058 | $540K |
| First Foundation Advisors | 0.02% | No change | 6,021 | $537K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 5,970 | $532K |
| Destiny Wealth Partners, LLC | 0.07% | Reduce -0.1% | 5,872 | $506K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.0% | 5,617 | $501K |
| Stonebridge Financial Group, LLC | 0.04% | New | 5,456 | $486K |
| GWN Securities Inc. | 0.08% | Add +60.7% | 5,351 | $477K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.9% | 5,323 | $475K |
| Ergawealth Advisors, Inc. | 0.18% | Add +0.2% | 5,261 | $469K |
| Kendall Capital Management | 0.08% | New | 5,164 | $460K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.8% | 5,150 | $459K |
| Members Trust Co | 0.01% | No change | 5,149 | $459K |
| Captrust Financial Advisors | 0.00% | Reduce -6.4% | 5,028 | $448K |
| Lewis Asset Management, LLC | 0.15% | Add +5.6% | 4,897 | $436K |
| Capital Square, LLC | 0.19% | Add +10.7% | 4,886 | $428K |
| Benjamin Edwards Inc. | 0.00% | Add +36.2% | 4,790 | $428K |
| Quantinno Capital Management LP | 0.00% | New | 4,770 | $425K |
| IFG Advisory, LLC | 0.01% | New | 4,759 | $424K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 4,555 | $406K |
| Aurora Private Wealth, Inc. | 0.25% | No change | 4,490 | $400K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -90.8% | 4,323 | $385K |
| Choreo, LLC | 0.00% | Reduce -1.8% | 4,317 | $385K |
| Mascagni Wealth Management, Inc. | 0.24% | Reduce -11.2% | 4,317 | $385K |
| Grey Fox Wealth Advisors, LLC | 0.06% | New | 4,277 | $381K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +24.2% | 3,985 | $355K |
| ProVise Management Group, LLC | 0.02% | Add +5.0% | 3,931 | $350K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 3,796 | $338K |
| Arkadios Wealth Advisors | 0.01% | Add +0.9% | 3,784 | $337K |
| Ballast Rock Private Wealth LLC | 0.16% | New | 3,772 | $336K |
| Two Sigma Securities, LLC | 0.03% | New | 3,740 | $333K |
| Tranquility Partners, LLC | 0.11% | Reduce -0.8% | 3,729 | $332K |
| RMR Wealth Builders | 0.02% | No change | 3,705 | $330K |
| Selby Wealth Management, LLC | 0.12% | New | 3,653 | $326K |
| JGP Wealth Management, LLC | 0.03% | Add +3.2% | 3,626 | $323K |
| Compound Planning, Inc. | 0.01% | No change | 3,613 | $322K |
| HRT Financial LP | 0.00% | New | 3,560 | $317K |
| KDK Private Wealth Management, LLC | 0.26% | No change | 3,503 | $312K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,442 | $307K |
| TAGStone Capital, Inc. | 0.10% | Add +1.4% | 3,440 | $307K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.2% | 3,429 | $306K |
| Weaver Consulting Group | 0.06% | New | 3,352 | $299K |
| Veridan Wealth LLC | 0.10% | Reduce -32.4% | 3,340 | $298K |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.8% | 3,333 | $297K |
| NewEdge Wealth, LLC | 0.00% | Reduce -13.5% | 3,331 | $297K |
| Traction Financial Partners, LLC | 0.16% | Add +8.0% | 3,325 | $296K |
| Colonial Trust Advisors | 0.02% | Add +3.1% | 3,308 | $295K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,175 | $283K |
| Journey Advisory Group, LLC | 0.02% | Reduce -37.8% | 3,158 | $282K |
| Fortitude Advisory Group L.L.C. | 0.11% | New | 3,104 | $277K |
| Hunter Perkins Capital Management, LLC | 0.06% | New | 3,037 | $271K |
| Huntington National Bank | 0.00% | No change | 2,892 | $258K |
| LWM Advisory Services, LLC | 0.45% | Reduce -56.9% | 2,846 | $254K |
| Summit Financial, LLC | 0.00% | New | 2,812 | $251K |
| Western Financial Corp | 0.07% | Add +0.1% | 2,787 | $248K |
| Facet Wealth, Inc. | 0.00% | Reduce -14.9% | 2,769 | $247K |
| Arax Advisory Partners | 0.00% | Add +222.9% | 2,735 | $244K |
| Atria Investments, Inc | 0.00% | New | 2,685 | $239K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 2,685 | $239K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,587 | $231K |
| Focus Financial Network, Inc. | 0.01% | New | 2,503 | $223K |
| Focused Alpha, LLC | 0.06% | Reduce -23.3% | 2,461 | $219K |
| Rockefeller Capital Management L.P. | 0.00% | Add +775.8% | 2,391 | $213K |
| HB Wealth Management, LLC | 0.00% | New | 2,390 | $213K |
| Wedbush Securities Inc. | 0.01% | New | 2,331 | $208K |
| Helium Advisors LLC | 0.17% | New | 2,282 | $203K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,271 | $202K |
| Endeavor Private Wealth, Inc. | 0.05% | New | 2,265 | $202K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -52.4% | 2,157 | $192K |
| Fiduciary Financial Advisors | 0.02% | New | 1,991 | $177K |
| Harborfront Financial Group LLC | 0.65% | — | 1,943 | $173K |
| Harbour Investments, Inc. | 0.00% | Add +31.2% | 1,804 | $161K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -7.5% | 1,542 | $137K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +0.3% | 1,466 | $131K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,360 | $121K |
| Franklin Resources Inc. | 0.00% | No change | 1,291 | $115K |
| Private Trust Co. NA | 0.01% | Reduce -15.7% | 1,253 | $112K |
| AE Wealth Management LLC | 0.00% | Reduce -5.4% | 1,220 | $109K |
| S.A. Mason LLC | 0.03% | New | 1,165 | $104K |
| Bank of Montreal | 0.00% | Add +100.9% | 1,159 | $103K |
| CENTRAL TRUST Co | 0.00% | Reduce -44.6% | 1,103 | $98K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,018 | $91K |
| Bogart Wealth, LLC | 0.00% | No change | 1,001 | $89K |
| Blair William & Co. | 0.00% | Add +0.2% | 844 | $75K |
| SYM FINANCIAL Corp | 0.01% | Reduce -12.3% | 815 | $73K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Add +0.1% | 657 | $59K |
| International Assets Investment Management, LLC | 0.00% | Reduce -23.8% | 657 | $58K |
| Colonial Trust Co / SC | 0.01% | Reduce -13.3% | 650 | $58K |
| Qube Research & Technologies Ltd | 0.00% | New | 647 | $58K |
| Mosley Wealth Management | 0.02% | Reduce -67.0% | 563 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +56.2% | 656 | $49K |
| Morse Asset Management, Inc | 0.01% | No change | 550 | $49K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 549 | $49K |
| Allworth Financial LP | 0.00% | No change | 537 | $48K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 519 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 504 | $45K |
| Glassman Wealth Services | 0.01% | No change | 485 | $43K |
| Vanguard Advisers Inc. | 0.00% | Add +25.8% | 429 | $38K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 426 | $38K |
| Abound Wealth Management | 0.01% | Add +0.3% | 357 | $32K |
| Buck Wealth Strategies, LLC | 0.00% | New | 338 | $30K |
| Quent Capital, LLC | 0.00% | New | 338 | $30K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -21.8% | 255 | $23K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 250 | $22K |
| Triumph Capital Management | 0.00% | No change | 242 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 212 | $19K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 209 | $19K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 201 | $18K |
| Versant Capital Management, Inc | 0.00% | No change | 200 | $18K |
| Howe & Rusling Inc. | 0.00% | No change | 185 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $16K |
| Concord Wealth Partners | 0.00% | New | 122 | $11K |
| Financial Consulate, Inc. | 0.00% | No change | 120 | $11K |
| Caldwell Trust Co | 0.00% | New | 103 | $9K |
| Assetmark, Inc. | 0.00% | No change | 96 | $9K |
| Asset Dedication, LLC | 0.00% | New | 88 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +1.2% | 84 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.5% | 82 | $7K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 80 | $7K |
| Hantz Financial Services, Inc. | 0.00% | No change | 78 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 72 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -27.3% | 72 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -18.2% | 72 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +637.5% | 59 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 57 | $5K |
| NFSG Corp | 0.00% | New | 50 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 48 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.8% | 46 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 44 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 41 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 38 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 36 | $3K |
| Community Financial Services Group, LLC | 0.00% | New | 18 | $2K |
| Citigroup Inc. | 0.00% | New | 4 | $357 |
"% 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.