13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SMLF

ISHARES US SMALLCAP EQUITY F

313 institutions still hold ISHARES US SMALLCAP EQUITY F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V290·Exchange Traded Fund·313 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
313
filers reporting
Concentration
13.02%
Strategic Financial Services, Inc. #1
top holder share
AI Holders Summary · Q1 2026

313 institutions reported SMLF in Q1 2026. Strategic Financial Services, Inc. leads at 13.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Strategic Financial Services, Inc.
CIK 0001432539
$290M3.8M13.78%Q1 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$289M3.2M0.04%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$272M3.0M0.04%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$194M2.2M0.04%Q2 202605
LPL Financial LLC
CIK 0001403438
$142M1.6M0.03%Q2 202606
Advance Capital Management, Inc.
CIK 0001536029
$132M1.5M4.25%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$127M1.4M0.01%Q2 202608
Valmark Advisers, Inc.
CIK 0001380443
$114M1.3M1.21%Q2 202609
Acropolis Investment Management, LLC
CIK 0001318601
$82M981K3.29%Q3 202610
Cetera Investment Advisers
CIK 0001666741
$74M832K0.07%Q2 202611
FMR LLC
CIK 0000315066
$64M721K0.00%Q2 202612
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$59M667K0.45%Q2 202613
Annex Advisory Services, LLC
CIK 0001542287
$59M702K0.96%Q3 202614
HighTower Advisors, LLC
CIK 0001462245
$58M646K0.06%Q2 202615
Modern Wealth Management, LLC
CIK 0002001900
$56M734K0.96%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$44M489K0.01%Q2 202617
BlackRock, Inc.
CIK 0002012383
$43M481K0.00%Q2 202618
Clearwater Capital Advisors, LLC
CIK 0001690531
$42M475K3.10%Q2 202619
Cornerstone Planning Group LLC
CIK 0001822587
$42M493K5.21%Q3 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$41M464K0.05%Q2 2026
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