Who Owns ISHARES TR (SMMD)? -- Institutional Holders (2026-06-30)
271 institutions reported holding $3.00B of ISHARES TR (SMMD) in SEC 13F filings for 2026-06-30. Largest institutional holders: GLENMEDE TRUST CO NA ($439.0M), FIFTH THIRD BANCORP ($318.9M), BANK OF MONTREAL /CAN/ ($212.9M), BANK OF AMERICA CORP /DE/ ($161.3M), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ ($137.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GLENMEDE TRUST CO NA | $439.0M | 4.8M | Added |
| 2 | FIFTH THIRD BANCORP | $318.9M | 3.5M | Added |
| 3 | BANK OF MONTREAL /CAN/ | $212.9M | 2.3M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $161.3M | 1.8M | Trimmed |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $137.9M | 1.5M | Hold |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $99.4M | 1.1M | New |
| 7 | FMR LLC | $99.2M | 1.1M | Added |
| 8 | CENTRAL TRUST Co | $95.9M | 1.0M | Added |
| 9 | Focus Partners Wealth | $71.1M | 776,244 | Added |
| 10 | UBS Group AG | $71.0M | 774,676 | Added |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | $63.3M | 690,732 | Trimmed |
| 12 | Cresset Asset Management, LLC | $59.6M | 650,970 | Trimmed |
| 13 | Wealthspire Advisors, LLC | $51.6M | 562,618 | Added |
| 14 | Gerber Kawasaki Wealth & Investment Management | $47.6M | 519,296 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $45.5M | 496,885 | Added |
| 16 | IMA Advisory Services, Inc. | $45.0M | 491,513 | New |
| 17 | BLAIR WILLIAM & CO/IL | $44.0M | 480,198 | Added |
| 18 | US BANCORP \DE\ | $35.0M | 382,478 | Added |
| 19 | JPMORGAN CHASE & CO | $34.4M | 377,548 | Added |
| 20 | GOLDMAN SACHS GROUP INC | $33.7M | 367,953 | Added |
| 21 | TRUIST FINANCIAL CORP | $32.4M | 353,440 | Added |
| 22 | Diesslin Group, Inc. | $32.2M | 351,000 | Added |
| 23 | LPL Financial LLC | $25.8M | 281,070 | Added |
| 24 | Badgley Phelps Wealth Managers, LLC | $25.6M | 279,503 | New |
| 25 | WESTWOOD HOLDINGS GROUP INC | $25.2M | 274,856 | Added |
Source: SEC Form 13F filings · as of 2026-06-30