SMMD institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding260
Shares held32,841,734
Reported value$3.0bn
Quarter flows40 new, 118 added, 63 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GLENMEDE TRUST CO NA4,790,919$439.0m1.9%
FIFTH THIRD BANCORP3,480,115$318.9m0.5%
BANK OF MONTREAL /CAN/2,323,554$212.9m0.1%
BANK OF AMERICA CORP /DE/1,760,471$161.3m0.0%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/1,504,650$137.9m0.7%
WELLINGTON MANAGEMENT GROUP LLP1,085,260$99.4m0.0%
FMR LLC1,082,560$99.2m0.0%
CENTRAL TRUST Co1,046,455$95.9m1.7%
Focus Partners Wealth776,244$71.1m0.1%
UBS Group AG774,676$71.0m0.0%
COLDSTREAM CAPITAL MANAGEMENT INC690,732$63.3m0.6%
Cresset Asset Management, LLC650,970$59.6m0.2%
Wealthspire Advisors, LLC562,618$51.6m0.3%
Gerber Kawasaki Wealth & Investment Management519,296$47.6m1.3%
RAYMOND JAMES FINANCIAL INC496,885$45.5m0.0%
IMA Advisory Services, Inc.491,513$45.0m2.8%
BLAIR WILLIAM & CO/IL480,198$44.0m0.1%
US BANCORP \DE\382,478$35.0m0.0%
JPMORGAN CHASE & CO377,548$34.4m0.0%
GOLDMAN SACHS GROUP INC367,953$33.7m0.0%
TRUIST FINANCIAL CORP353,440$32.4m0.0%
Diesslin Group, Inc.351,000$32.2m12.4%
LPL Financial LLC281,070$25.8m0.0%
Badgley Phelps Wealth Managers, LLC279,503$25.6m0.4%
WESTWOOD HOLDINGS GROUP INC274,856$25.2m0.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SMMD"). SMMD price history · All 13F data

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