SMMV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding121
Shares held4,405,179
Reported value$202.8m
Quarter flows10 new, 39 added, 41 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/1,235,710$56.9m0.0%
MERCER GLOBAL ADVISORS INC /ADV336,652$15.5m0.0%
WEALTH MANAGEMENT RESOURCES, INC.284,437$13.1m4.0%
RAYMOND JAMES FINANCIAL INC250,164$11.5m0.0%
COMMONWEALTH EQUITY SERVICES, LLC166,293$7.7m0.0%
LPL Financial LLC153,476$7.1m0.0%
ROYAL BANK OF CANADA128,825$5.9m0.0%
Brickley Wealth Management121,953$5.6m0.8%
Cambridge Investment Research Advisors, Inc.96,564$4.4m0.0%
Creative Planning77,714$3.6m0.0%
Advisory Services Network, LLC67,614$3.1m0.0%
UBS Group AG67,183$3.1m0.0%
AMERIPRISE FINANCIAL INC65,523$3.0m0.0%
Beacon Pointe Advisors, LLC65,006$3.0m0.0%
SAGESPRING WEALTH PARTNERS, LLC64,384$3.0m0.0%
Rehmann Capital Advisory Group64,228$3.0m0.1%
Integrated Wealth Concepts LLC63,284$2.9m0.0%
GOLDMAN SACHS GROUP INC62,815$2.9m0.0%
JPMORGAN CHASE & CO60,443$2.8m0.0%
Modern Wealth Management, LLC59,023$2.7m0.0%
CITADEL ADVISORS LLC48,071$2.2m0.0%
WELLS FARGO & COMPANY/MN45,646$2.1m0.0%
Armbruster Capital Management, Inc.42,800$2.0m0.3%
ENVESTNET ASSET MANAGEMENT INC41,711$1.9m0.0%
Geneos Wealth Management Inc.38,423$1.8m0.0%

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

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