iShares Russell 2500 ETFSMMDETF
13F holders, Q2 2026 (June 30)260holders +27
37new positions
10sold out
3famous investors
$91.45avg. 13F price*
At the end of Q2 2026, 260 institutions reported holding iShares Russell 2500 ETF (SMMD) in their 13F filings, up 27 from Q1 2026. 37 opened new positions and 10 sold out. The largest holders were Glenmede Trust Co. NA ($439.0M), Fifth Third Bancorp ($318.9M) and Bank of Montreal ($212.9M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2500 ETF
- CUSIP
- 46435G268
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $203.2M |
| Exits | 10 | $8.9M |
All 13F filers, Q1 2026 → Q2 2026: 6,158,369 shares bought and 1,176,460 shares sold, net +4,981,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Glenmede Trust Co. NA | 1.94% | Add +8.6% | 4,790,919 | $439.0M |
| Fifth Third Bancorp | 0.52% | Add +13.8% | 3,480,115 | $318.9M |
| Bank of Montreal | 0.08% | Add +34.3% | 2,323,554 | $212.9M |
| Bank of America Corp. | 0.01% | Reduce -16.8% | 1,760,471 | $161.3M |
| Fort Washington Investment Advisors Inc. | 0.69% | No change | 1,504,650 | $137.9M |
| Wellington Management Group LLP | 0.02% | New | 1,085,260 | $99.4M |
| FMR LLC | 0.00% | Add +15.1% | 1,082,560 | $99.2M |
| CENTRAL TRUST Co | 1.73% | Add +10.2% | 1,046,455 | $95.9M |
| Focus Partners Wealth | 0.07% | Add +1.6% | 776,244 | $71.1M |
| UBS Group AG | 0.01% | Add +32.7% | 774,676 | $71.0M |
| Coldstream Capital Management Inc. | 0.80% | Reduce -10.9% | 690,732 | $63.3M |
| Cresset Asset Management, LLC | 0.22% | Reduce -1.4% | 650,970 | $59.6M |
| Wealthspire Advisors, LLC | 0.28% | Add +4.1% | 562,618 | $51.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.27% | Add +3.4% | 519,296 | $47.6M |
| Raymond James Financial Inc. | 0.01% | Add +11.6% | 496,885 | $45.5M |
| IMA Advisory Services, Inc. | 2.82% | New | 491,513 | $45.0M |
| Blair William & Co. | 0.11% | Add +15.9% | 480,198 | $44.0M |
| US Bancorp \de | 0.04% | Add +0.7% | 382,478 | $35.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 377,548 | $34.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +375.6% | 367,953 | $33.7M |
| Truist Financial Corp. | 0.04% | Add +16.9% | 353,440 | $32.4M |
| Diesslin Group, Inc. | 12.41% | Add +20.5% | 351,000 | $32.2M |
| LPL Financial LLC | 0.01% | Add +30.9% | 281,070 | $25.8M |
| Badgley Phelps Wealth Managers, LLC | 0.45% | New | 279,503 | $25.6M |
| Westwood Holdings Group Inc. | 0.19% | Add +5.3% | 274,856 | $25.2M |
| Osaic Holdings, Inc. | 0.03% | Add +284.8% | 273,676 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.2% | 264,669 | $24.3M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -5.3% | 257,371 | $23.6M |
| CWA Asset Management Group, LLC | 0.58% | Add +9.6% | 205,082 | $18.8M |
| Curi Capital, LLC | 0.29% | Add +30.7% | 203,409 | $18.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +43.2% | 189,531 | $17.4M |
| Brio Consultants, LLC | 1.89% | Add +2.0% | 176,437 | $16.2M |
| SigFig Wealth Management, LLC | 0.43% | Add +12.5% | 176,920 | $16.1M |
| Catalyst Financial Partners LLC | 1.57% | Add +5.2% | 172,778 | $15.8M |
| Sfam, LLC | 12.66% | Reduce -3.6% | 169,317 | $15.5M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -1.7% | 160,337 | $14.7M |
| Harbor Capital Advisors, Inc. | 0.94% | Add +4014.2% | 150,910 | $13.8M |
| Ameriprise Financial Inc. | 0.00% | Add +201.9% | 150,641 | $13.8M |
| Berger Financial Group, Inc | 0.67% | Reduce -0.8% | 142,271 | $13.0M |
| Dimension Capital Management LLC | 1.51% | Add +3731.9% | 140,441 | $12.9M |
| Rossby Financial, LCC | 2.29% | Add +8.1% | 136,447 | $12.5M |
| World Investment Advisors | 0.21% | Reduce -0.2% | 162,754 | $12.4M |
| Congress Asset Management Co. | 0.08% | Reduce -44.1% | 133,716 | $12.3M |
| HighTower Advisors, LLC | 0.01% | Add +33.0% | 128,158 | $11.7M |
| CMH Wealth Management LLC | 1.78% | Add +1.7% | 127,138 | $11.6M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 122,982 | $11.3M |
| Cerity Partners LLC | 0.01% | Add +284.8% | 122,893 | $11.3M |
| Rogco, LP | 3.15% | Add +0.9% | 112,165 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +214.9% | 111,704 | $10.2M |
| Johnson Investment Counsel Inc. | 0.07% | Add +539.6% | 110,932 | $10.2M |
| Mariner, LLC | 0.01% | Add +18.6% | 107,740 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +20.3% | 107,574 | $9.9M |
| Benchmark Financial Wealth Advisors, LLC | 2.09% | Add +4.8% | 92,212 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 91,159 | $8.4M |
| Heritage Family Offices, LLP | 3.18% | Reduce -41.0% | 89,987 | $8.2M |
| Pacific Excel Wealth Advisors, Inc. | 3.19% | New | 89,987 | $8.2M |
| Pure Financial Advisors, LLC | 0.10% | Add +37.6% | 88,733 | $8.1M |
| Morgan Stanley | 0.00% | Reduce -15.9% | 88,288 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.07% | New | 87,039 | $8.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -14.7% | 86,866 | $8.0M |
| CIBC Bancorp USA Inc. | 0.01% | Add +292.5% | 83,006 | $7.6M |
| MML Investors Services, LLC | 0.01% | Add +39.3% | 75,922 | $7.0M |
| Kendall Capital Management | 1.12% | Reduce -79.3% | 73,607 | $6.7M |
| James J. Burns & Company, LLC | 0.73% | Reduce -0.8% | 73,212 | $6.7M |
| CX Institutional | 0.18% | Reduce -0.8% | 69,157 | $6.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -7.3% | 66,570 | $6.1M |
| Trek Financial, LLC | 0.29% | Add +16.9% | 63,419 | $5.8M |
| MAI Capital Management | 0.02% | Add +0.2% | 60,238 | $5.5M |
| WorthPointe, LLC | 1.26% | Add +5.4% | 54,641 | $5.0M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -27.0% | 54,356 | $5.0M |
| City National Bank of Florida | 2.08% | Reduce -1.2% | 54,265 | $5.0M |
| AlTi Global, Inc. | 0.10% | Reduce -1.7% | 50,548 | $4.6M |
| Retirement Planning Group, LLC | 0.11% | Reduce -0.6% | 45,393 | $4.2M |
| Guidance Capital, Inc. | 0.88% | Add +7.6% | 45,832 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +41.0% | 43,095 | $3.9M |
| Whittier Trust Co. | 0.04% | Add +3.0% | 40,115 | $3.6M |
| Stephens Inc. | 0.04% | Add +696.9% | 36,633 | $3.4M |
| Voya Investment Management LLC | 0.00% | Add +88.6% | 35,200 | $3.2M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +143.3% | 34,659 | $3.2M |
| QP Wealth Management, LLC | 4.45% | Reduce -0.8% | 34,051 | $3.1M |
| Smartleaf Asset Management LLC | 0.10% | No change | 34,205 | $3.1M |
| Evernest Financial Advisors, LLC | 0.62% | No change | 32,492 | $3.0M |
| Raffa Wealth Management, LLC | 0.36% | Reduce -4.2% | 30,938 | $2.8M |
| Centerpoint Advisors, LLC | 0.78% | Reduce -2.0% | 30,015 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +40.7% | 29,891 | $2.7M |
| Mechanics Financial Corp | 0.93% | Add +150.2% | 28,512 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.7% | 28,430 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -10.6% | 27,780 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +14.6% | 27,678 | $2.5M |
| Northern Trust Corp. | 0.00% | No change | 26,142 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 25,380 | $2.3M |
| Advisory Solutions Group, LLC | 0.78% | — | 24,900 | $2.3M |
| Tounjian Advisory Partners, LLC | 0.96% | New | 24,573 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +54.6% | 24,530 | $2.2M |
| Spartan Wealth Advisory Services LLC | 0.18% | Add +3.1% | 24,456 | $2.2M |
| Talisman Wealth Advisors LLC | 1.66% | New | 10,168 | $2.2M |
| Klingenstein Fields & Co. LP | 0.07% | No change | 22,700 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 22,390 | $2.1M |
| MainStreet Investment Advisors LLC | 0.27% | Add +480.8% | 21,978 | $2.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | No change | 20,988 | $1.9M |
| Pinnacle Associates Ltd. | 0.02% | No change | 20,988 | $1.9M |
| Prepared Retirement Institute LLC | 0.79% | New | 20,344 | $1.9M |
| Quadrant Capital Group LLC | 0.05% | Reduce -11.2% | 20,267 | $1.9M |
| Cornerstone Financial Group, LLC | 1.08% | Add +2.2% | 19,186 | $1.8M |
| HF Advisory Group, LLC | 0.54% | Reduce -1.4% | 19,037 | $1.7M |
| Callan Family Office, LLC | 0.03% | Reduce -26.1% | 18,577 | $1.7M |
| QRG Capital Management, Inc. | 0.01% | Add +41.7% | 18,494 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +257.3% | 18,295 | $1.7M |
| Andina Capital Management, LLC | 2.74% | Reduce -27.2% | 18,221 | $1.7M |
| Creative Planning | 0.00% | Add +30.5% | 18,129 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 17,518 | $1.6M |
| Ulland Investment Advisors, LLC | 1.17% | Reduce -0.3% | 17,209 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Add +214.1% | 16,759 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -16.3% | 14,853 | $1.4M |
| Boyum Wealth Architects LLC | 0.53% | Add +16.5% | 14,764 | $1.3M |
| Fidelis Wealth Advisors LLC | 1.94% | New | 14,122 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 13,952 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +74.7% | 13,608 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.3% | 12,599 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 12,502 | $1.1M |
| TFR Capital, LLC. | 0.31% | Reduce -2.0% | 12,154 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 11,885 | $1.1M |
| D. E. Shaw & Co. | 0.00% | No change | 11,853 | $1.1M |
| Sierra Summit Advisors LLC | 0.12% | Add +1.8% | 11,815 | $1.1M |
| BBR Partners, LLC | 0.05% | No change | 11,206 | $1.0M |
| RFG Advisory, LLC | 0.02% | No change | 11,197 | $1.0M |
| L.K. Benson & Company, P.C. | 0.30% | Reduce -3.4% | 10,774 | $987K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Add +453.1% | 10,742 | $984K |
| USAdvisors Wealth Management, LLC | 0.28% | Reduce -6.8% | 10,666 | $977K |
| Regions Financial Corp. | 0.01% | Reduce -1.2% | 10,332 | $947K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.6% | 10,310 | $945K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -18.0% | 10,250 | $939K |
| Kovack Advisors, Inc. | 0.04% | Add +1.9% | 10,148 | $930K |
| Certuity, LLC | 0.04% | Reduce -0.0% | 9,945 | $911K |
| Betterment LLC | 0.00% | Add +91.4% | 9,731 | $892K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,939 | $891K |
| Diversify Wealth Management, LLC | 0.01% | Add +60.5% | 9,939 | $891K |
| Savant Capital, LLC | 0.00% | Reduce -1.4% | 9,683 | $887K |
| Fairman Group, LLC | 0.66% | Add +26.1% | 9,153 | $839K |
| Arcadia Investment Advisors LLC | 0.35% | New | 9,056 | $830K |
| Thayer Financial, L.L.C. | 0.74% | Reduce -1.6% | 8,913 | $817K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.3% | 8,663 | $794K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.9% | 8,433 | $773K |
| NewEdge Advisors, LLC | 0.00% | Add +16.3% | 7,924 | $726K |
| Legacy Advisory Services, LLC | 0.51% | Add +3.6% | 7,853 | $720K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,491 | $686K |
| Park Avenue Securities LLC | 0.00% | Add +4.8% | 7,467 | $684K |
| Mayfair Advisory Group, LLC | 0.20% | Add +0.2% | 7,627 | $680K |
| Advyzon Investment Management, LLC | 0.05% | Add +2.6% | 7,401 | $678K |
| Bill Few Associates, Inc. | 0.13% | Add +39.2% | 6,703 | $614K |
| D.A. Davidson & Co. | 0.00% | Add +1.4% | 6,642 | $609K |
| Little House Capital LLC | 0.13% | Add +4.9% | 6,555 | $601K |
| OneAscent Wealth Management LLC | 0.18% | Add +0.7% | 6,552 | $600K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 6,419 | $588K |
| Clearstead Trust, LLC | 0.08% | Add +232.6% | 6,409 | $587K |
| Keeler Thomas Management LLC | 0.20% | New | 6,175 | $566K |
| Diversified Trust Co. | 0.01% | Add +3.7% | 5,982 | $548K |
| Lakeridge Wealth Management LLC | 0.20% | Reduce -0.5% | 5,949 | $545K |
| Bessemer Group Inc. | 0.00% | Reduce -4.2% | 5,749 | $527K |
| Absolute Capital Management, LLC | 0.13% | New | 5,610 | $514K |
| Advisors Preferred, LLC | 0.08% | New | 5,600 | $508K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -50.4% | 5,373 | $492K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 5,365 | $492K |
| Sfmg, LLC | 0.03% | Add +6.4% | 5,261 | $482K |
| Summit Financial, LLC | 0.01% | Add +0.5% | 5,256 | $482K |
| STAR Financial Bank | 0.19% | Add +5.3% | 5,167 | $473K |
| O'Connor Financial Group LLC | 0.16% | Add +0.3% | 5,046 | $462K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +1.1% | 4,897 | $449K |
| NBH Bank | 0.19% | — | 4,881 | $447K |
| Vann Equity Management LLC | 0.27% | New | 4,835 | $443K |
| 1620 Investment Advisors, Inc. | 0.27% | Add +1.4% | 4,677 | $429K |
| Financial Management Network Inc. | 0.06% | Reduce -1.1% | 4,678 | $419K |
| Money Concepts Capital Corp. | 0.02% | New | 4,458 | $408K |
| Align Financial, LLC | 0.20% | Add +1.0% | 4,413 | $404K |
| Bank of New York Mellon Corp | 0.00% | Add +1.5% | 4,407 | $404K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,390 | $402K |
| Park Edge Advisors, LLC | 0.09% | Add +27.7% | 4,356 | $399K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.2% | 4,320 | $396K |
| Tred Avon Family Wealth, LLC | 0.12% | New | 4,265 | $391K |
| &partners | 0.00% | Add +12.7% | 4,249 | $389K |
| AQR Capital Management | 0.00% | New | 4,211 | $386K |
| Simplicity Wealth,LLC | 0.01% | Add +29.6% | 4,189 | $384K |
| Altman Advisors, Inc. | 0.14% | Add +16.9% | 27,986 | $380K |
| Mather Group, Llc. | 0.00% | No change | 4,067 | $373K |
| First National Advisers, LLC | 0.05% | No change | 4,053 | $371K |
| Firestone Capital Management | 0.07% | No change | 4,000 | $367K |
| Equitable Holdings, Inc. | 0.00% | No change | 3,837 | $352K |
| Stifel Financial Corp. | 0.00% | Add +17.3% | 3,805 | $349K |
| Atria Investments, Inc | 0.00% | New | 3,703 | $339K |
| Haverford Trust Co | 0.00% | New | 3,684 | $338K |
| Capital Analysts, LLC | 0.01% | Add +17.9% | 3,655 | $335K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -59.8% | 3,668 | $334K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,527 | $323K |
| Renaissance Technologies | 0.00% | Reduce -29.5% | 3,525 | $323K |
| Ieq Capital, LLC | 0.00% | Add +12.7% | 3,497 | $320K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -9.1% | 3,464 | $317K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -9.5% | 3,424 | $314K |
| Van Cleef Asset Management,Inc | 0.03% | Reduce -12.5% | 3,401 | $312K |
| Integrity Alliance, Llc. | 0.01% | No change | 3,387 | $310K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,384 | $305K |
| Ritholtz Wealth Management | 0.00% | Add +0.3% | 3,302 | $303K |
| Pitcairn Wealth Advisors LLC | 0.03% | Add +0.5% | 3,217 | $295K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 3,200 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.4% | 3,156 | $289K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 3,116 | $286K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -1.8% | 3,036 | $281K |
| Flputnam Investment Management Co. | 0.00% | Add +8.8% | 2,974 | $276K |
| NTV Asset Management LLC | 0.03% | No change | 2,975 | $273K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +36.4% | 2,940 | $269K |
| Ballast Financial Advisors LLC | 0.24% | Add +7.3% | 2,937 | $269K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,934 | $269K |
| SageView Advisory Group, LLC | 0.01% | No change | 2,918 | $267K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +413.8% | 2,949 | $266K |
| Savvy Advisors, Inc. | 0.01% | Add +3.1% | 2,885 | $264K |
| BlackRock, Inc. | 0.00% | Add +258.2% | 2,776 | $254K |
| Opulen Financial Group LLC | 0.16% | Reduce -1.1% | 2,737 | $251K |
| Northstar Financial Companies, Inc. | 0.17% | New | 2,730 | $250K |
| Advisors Capital Management, LLC | 0.00% | No change | 2,660 | $244K |
| M&T Bank Corp | 0.00% | No change | 2,625 | $241K |
| Essex Financial Services, Inc. | 0.01% | New | 2,584 | $237K |
| Optivise Advisory Services LLC | 0.12% | New | 2,506 | $230K |
| Sigma Planning Corp | 0.01% | New | 2,500 | $229K |
| First Nebraska Trust Co | 0.02% | New | 2,486 | $228K |
| AE Wealth Management LLC | 0.00% | Add +6005.0% | 2,442 | $224K |
| Means Investment Co., Inc. | 0.02% | New | 2,410 | $221K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,386 | $219K |
| CM Wealth Advisors LLC | 0.04% | New | 2,234 | $205K |
| Spire Wealth Management | 0.01% | Reduce -17.0% | 1,910 | $175K |
| Assetmark, Inc. | 0.00% | Add +122.3% | 1,636 | $150K |
| Independence Bank of Kentucky | 0.01% | Reduce -11.9% | 1,218 | $112K |
| AlphaCore Capital LLC | 0.00% | No change | 1,174 | $108K |
| New Republic Capital, LLC | 0.02% | No change | 963 | $88K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 775 | $71K |
| Blue Trust, Inc. | 0.00% | Reduce -95.3% | 764 | $70K |
| Global Retirement Partners, LLC | 0.00% | — | 746 | $68K |
| Pinnacle Bancorp, Inc. | 0.02% | New | 713 | $65K |
| SHP Wealth Management | 0.00% | Add +0.1% | 666 | $61K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 513 | $47K |
| South Plains Financial, Inc. | 0.02% | New | 463 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Add +2.2% | 461 | $41K |
| Vanguard National Trust Co | 0.00% | New | 433 | $40K |
| Larson Financial Group LLC | 0.00% | No change | 400 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 368 | $34K |
| Twin Lakes Capital Management, LLC | 0.01% | No change | 334 | $31K |
| Single Point Partners, LLC | 0.00% | Add +27.3% | 22,779 | $23K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -32.7% | 241 | $22K |
| Piscataqua Savings Bank | 0.01% | No change | 220 | $20K |
| Private Trust Co. NA | 0.00% | No change | 205 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -84.8% | 143 | $13K |
| Westside Investment Management, Inc. | 0.00% | No change | 141 | $13K |
| National Bank of Canada | 0.00% | Reduce -93.7% | 112 | $10K |
| Ameriflex Group, Inc. | 0.00% | No change | 88 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 75 | $7K |
| Qube Research & Technologies Ltd | 0.00% | New | 54 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 50 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -41.2% | 50 | $5K |
| Abound Wealth Management | 0.00% | New | 41 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 37 | $3K |
| DT Investment Partners, LLC | 0.00% | No change | 20 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $61 |
"% of holder's portfolio" is SMMD's weight in each manager's 13F, not the share of iShares Russell 2500 ETF the manager owns.