Who Owns ISHARES (SMLF)? -- Institutional Holders (2026-06-30)

316 institutions reported holding $3.75B of ISHARES (SMLF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strategic Financial Services, Inc. ($336.8M), Sixth Street Partners Management Company, L.P. ($289.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($289.2M), WELLS FARGO & COMPANY/MN ($271.7M), AMERIPRISE FINANCIAL INC ($194.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Strategic Financial Services, Inc.	$336.8M	3.8M	Trimmed
2	Sixth Street Partners Management Company, L.P.	$289.2M	3.2M	New
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$289.2M	3.2M	Added
4	WELLS FARGO & COMPANY/MN	$271.7M	3.0M	Added
5	AMERIPRISE FINANCIAL INC	$194.2M	2.2M	Added
6	LPL Financial LLC	$142.0M	1.6M	Added
7	Advance Capital Management, Inc.	$131.6M	1.5M	Trimmed
8	BANK OF AMERICA CORP /DE/	$127.3M	1.4M	Added
9	Valmark Advisers, Inc.	$114.2M	1.3M	Trimmed
10	Acropolis Investment Management, LLC	$87.6M	982,634	Added
11	Cetera Investment Advisers	$74.2M	832,049	Added
12	Modern Wealth Management, LLC	$72.1M	809,068	Added
13	FMR LLC	$64.3M	720,940	Trimmed
14	VANTAGEPOINT INVESTMENT ADVISERS LLC	$59.5M	667,125	Hold
15	HighTower Advisors, LLC	$57.6M	645,667	Added
16	Annex Advisory Services, LLC	$55.7M	625,277	Added
17	RAYMOND JAMES FINANCIAL INC	$43.6M	488,894	Added
18	BlackRock, Inc.	$42.9M	481,475	Added
19	Financial Management Professionals, Inc.	$42.3M	474,926	Trimmed
20	Clearwater Capital Advisors, LLC	$42.3M	474,741	Trimmed
21	Cornerstone Planning Group LLC	$41.6M	481,038	Added
22	OSAIC HOLDINGS, INC.	$41.4M	464,450	Added
23	Ullmann Wealth Partners Group, LLC	$38.4M	430,738	Trimmed
24	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$36.9M	413,988	Added
25	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$35.2M	395,557	New

Source: SEC Form 13F filings · as of 2026-06-30