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

313 institutions reported holding $3.41B of ISHARES TR (SMLF) in SEC 13F filings for 2026-06-30. Largest institutional holders: 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), LPL Financial LLC ($142.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Sixth Street Partners Management Company, L.P.$289.2M3.2MNew
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC$289.2M3.2MAdded
3WELLS FARGO & COMPANY/MN$271.7M3.0MAdded
4AMERIPRISE FINANCIAL INC$194.2M2.2MAdded
5LPL Financial LLC$142.0M1.6MAdded
6Advance Capital Management, Inc.$131.6M1.5MTrimmed
7BANK OF AMERICA CORP /DE/$127.3M1.4MAdded
8Valmark Advisers, Inc.$114.2M1.3MTrimmed
9Acropolis Investment Management, LLC$87.6M982,634Added
10Cetera Investment Advisers$74.2M832,049Added
11Modern Wealth Management, LLC$72.1M809,068Added
12FMR LLC$64.3M720,940Trimmed
13VANTAGEPOINT INVESTMENT ADVISERS LLC$59.5M667,125Hold
14HighTower Advisors, LLC$57.6M645,667Added
15Annex Advisory Services, LLC$55.7M625,277Added
16RAYMOND JAMES FINANCIAL INC$43.6M488,894Added
17BlackRock, Inc.$42.9M481,475Added
18Financial Management Professionals, Inc.$42.3M474,926Trimmed
19Clearwater Capital Advisors, LLC$42.3M474,741Trimmed
20Cornerstone Planning Group LLC$41.6M481,038Added
21OSAIC HOLDINGS, INC.$41.4M464,450Added
22Ullmann Wealth Partners Group, LLC$38.4M430,738Trimmed
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.9M413,988Added
24KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$35.2M395,557New
25Cambridge Investment Research Advisors, Inc.$35.2M394,968Added

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