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

127 institutions reported holding $467.6M of ISHARES TR (SMIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($76.1M), ALLIANCEBERNSTEIN L.P. ($64.7M), CAUSEWAY CAPITAL MANAGEMENT LLC ($38.4M), Informed Momentum Co LLC ($35.7M), Hillsdale Investment Management Inc. ($33.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$76.1M1.1MAdded
2ALLIANCEBERNSTEIN L.P.$64.7M1.1MAdded
3CAUSEWAY CAPITAL MANAGEMENT LLC$38.4M542,849Added
4Informed Momentum Co LLC$35.7M504,854Added
5Hillsdale Investment Management Inc.$33.4M471,671Trimmed
6Man Group plc$24.6M348,444Trimmed
7GOLDMAN SACHS GROUP INC$22.0M310,444Trimmed
8BANK OF AMERICA CORP /DE/$20.4M289,080Trimmed
9MORGAN STANLEY$19.7M278,711Added
10Connor, Clark & Lunn Investment Management Ltd.$18.0M255,005New
11FRANKLIN RESOURCES INC$14.8M209,168Trimmed
12Crumly & Associates Inc.$13.5M191,179Added
13Mainsail Financial Group, LLC$10.4M147,167Added
14SEI INVESTMENTS CO$7.0M99,446Added
15AMERICAN CENTURY COMPANIES INC$5.4M76,445Trimmed
16UBS Group AG$4.5M64,001Added
17Aberdeen Group plc$4.5M63,806Trimmed
18NEUBERGER BERMAN GROUP LLC$4.3M61,317Added
19Highland Financial Advisors, LLC$4.0M56,378Added
20Leibman Financial Services, Inc.$3.8M54,262Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.1M43,773Trimmed
22626 Financial, LLC$2.7M38,514Added
23RAYMOND JAMES FINANCIAL INC$2.7M37,796Added
24Orion Porfolio Solutions, LLC$2.0M28,688Added
25AMERIPRISE FINANCIAL INC$2.0M27,747Trimmed

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