13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SMMD

ISHARES RUSSELL 2500 ETF

244 institutions still hold ISHARES RUSSELL 2500 ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G268·Exchange Traded Fund·244 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$1.8B
66.0% inst. owned
of float
Holders
244
-72 QoQ
filers reporting
Activity
+8 / −41
+846 added · −748 reduced
this quarter
Concentration
18.36%
GLENMEDE TRUST CO NA #1
top holder share
AI Holders Summary · Q1 2026

244 institutions reported SMMD in Q1 2026. GLENMEDE TRUST CO NA leads at 18.4% of the visible book. -72 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
GLENMEDE TRUST CO NA
CIK 0000314949
$337M4.4M1.65%Q1 202602
Glenmede Investment Management, LP
CIK 0001644465
$251M3.4M1.21%Q3 202503
FIFTH THIRD BANCORP
CIK 0000035527
$234M3.1M0.43%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$162M2.1M0.01%Q1 202605
BANK OF MONTREAL /CAN/
CIK 0000927971
$132M1.7M0.05%Q1 202606
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
CIK 0001009016
$115M1.5M0.64%Q1 202607
CENTRAL TRUST Co
CIK 0000044365
$73M950K1.43%Q1 202608
FMR LLC
CIK 0000315066
$72M940K0.00%Q1 202609
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$59M775K0.73%Q1 202610
Focus Partners Wealth
CIK 0001542153
$57M758K0.06%Q4 202511
Cresset Asset Management, LLC
CIK 0001761013
$50M660K0.22%Q1 202612
UBS Group AG
CIK 0001610520
$45M584K0.01%Q1 202613
Wealthspire Advisors, LLC
CIK 0001646247
$41M540K0.32%Q1 202614
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$38M502K1.22%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M445K0.01%Q1 202616
BLAIR WILLIAM & CO/IL
CIK 0000902367
$32M414K0.09%Q1 202617
US BANCORP \DE\
CIK 0000036104
$29M380K0.04%Q1 202618
Kendall Capital Management
CIK 0001731372
$27M355K5.55%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$25M344K0.00%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$23M302K0.03%Q1 2026
Page 1 of 13
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