SMAX — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (SMAX)? 3 institutions reported holding $2.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: FC Advisory LLC ($2.3M), Investment Partners Asset Management, Inc. ($242,707), Farther Finance Advisors, LLC ($213,267).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FC Advisory LLC | $2.3M | 80,533 | Hold |
| 2 | Investment Partners Asset Management, Inc. | $242,707 | 8,522 | Hold |
| 3 | Farther Finance Advisors, LLC | $213,267 | 7,488 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30