SMLF — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（SMLF）？2026年Q3（报告期截至 2026-09-30）共有 15 家机构在 SEC 13F 申报中报告持有，合计 1.40 亿美元。前几大持有机构：Acropolis Investment Management, LLC（8,190.00 万美元）、YHB Investment Advisors, Inc.（1,920.00 万美元）、Sound Income Strategies, LLC（1,560.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Acropolis Investment Management, LLC | $81.9M | 980,722 | 减持 |
| 2 | YHB Investment Advisors, Inc. | $19.2M | 229,923 | 增持 |
| 3 | Sound Income Strategies, LLC | $15.6M | 183,849 | 新建仓 |
| 4 | Wealth Enhancement Trust Services, Inc. | $7.9M | 94,299 | 减持 |
| 5 | Stonebridge Financial Group, LLC | $5.5M | 65,813 | 增持 |
| 6 | Farther Finance Advisors, LLC | $4.7M | 56,683 | 减持 |
| 7 | Wedmont Private Capital | $1.8M | 21,170 | 持平 |
| 8 | Planning Strategies Inc. | $1.2M | 14,655 | 减持 |
| 9 | Cassilly Financial Group LLC | $1.0M | 12,275 | 增持 |
| 10 | LifeGoal Investments, LLC | $664,792 | 7,956 | 减持 |
| 11 | Weaver Consulting Group | $431,194 | 5,160 | 增持 |
| 12 | Polaris Financial Partners | $84,000 | 616 | 新建仓 |
| 13 | Versant Capital Management, Inc | $16,712 | 200 | 持平 |
| 14 | Central Pacific Bank - Trust Division | $3,008 | 36 | 持平 |
| 15 | Avidian Wealth Enterprises, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30