SMMD — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (SMMD)? 13 institutions reported holding $34.42M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($17.0M), CX Institutional ($6.0M), Congress Asset Management Co ($4.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SigFig Wealth Management, LLC | $17.0M | 199,162 | Added |
| 2 | CX Institutional | $6.0M | 70,626 | Added |
| 3 | CONGRESS ASSET MANAGEMENT CO | $4.3M | 50,072 | Trimmed |
| 4 | HF Advisory Group, LLC | $1.6M | 19,102 | Added |
| 5 | BOYUM WEALTH ARCHITECTS LLC | $1.3M | 14,709 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $1.1M | 12,597 | Trimmed |
| 7 | Bill Few Associates, Inc. | $719,480 | 8,413 | Added |
| 8 | Wedmont Private Capital | $690,087 | 8,028 | New |
| 9 | Vann Equity Management LLC | $607,563 | 7,104 | Added |
| 10 | FINANCIAL MANAGEMENT NETWORK INC | $405,760 | 4,684 | Added |
| 11 | First Heartland Consultants, Inc. | $299,650 | 3,504 | Added |
| 12 | MassMutual Private Wealth & Trust, FSB | $227,056 | 2,655 | Trimmed |
| 13 | Trust Co | $127,767 | 1,494 | New |
Source: SEC Form 13F filings · as of 2026-09-30