SMLF — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (SMLF)? 15 institutions reported holding $140.11M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Acropolis Investment Management, LLC ($81.9M), YHB Investment Advisors, Inc. ($19.2M), Sound Income Strategies, LLC ($15.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | $81.9M | 980,722 | Trimmed |
| 2 | YHB Investment Advisors, Inc. | $19.2M | 229,923 | Added |
| 3 | Sound Income Strategies, LLC | $15.6M | 183,849 | New |
| 4 | Wealth Enhancement Trust Services, Inc. | $7.9M | 94,299 | Trimmed |
| 5 | Stonebridge Financial Group, LLC | $5.5M | 65,813 | Added |
| 6 | Farther Finance Advisors, LLC | $4.7M | 56,683 | Trimmed |
| 7 | Wedmont Private Capital | $1.8M | 21,170 | Hold |
| 8 | Planning Strategies Inc. | $1.2M | 14,655 | Trimmed |
| 9 | Cassilly Financial Group LLC | $1.0M | 12,275 | Added |
| 10 | LifeGoal Investments, LLC | $664,792 | 7,956 | Trimmed |
| 11 | Weaver Consulting Group | $431,194 | 5,160 | Added |
| 12 | Polaris Financial Partners | $84,000 | 616 | New |
| 13 | Versant Capital Management, Inc | $16,712 | 200 | Hold |
| 14 | Central Pacific Bank - Trust Division | $3,008 | 36 | Hold |
| 15 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30