13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SMMV

ISHARES TR MSCI USA SMALL CAP

131 institutions still hold ISHARES TR MSCI USA SMALL CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435g433·131 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.3%
vs prior quarter
13F value held
$154M
74.0% inst. owned
of float
Holders
131
-70 QoQ
filers reporting
Activity
+8 / −18
+932 added · −752 reduced
this quarter
Concentration
35.76%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

131 institutions reported SMMV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 35.8% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$55M1.3M0.00%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$16M356K0.02%Q1 202603
WEALTH MANAGEMENT RESOURCES, INC.
CIK 0001063516
$12M280K4.25%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M250K0.00%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M169K0.01%Q1 202606
LPL Financial LLC
CIK 0001403438
$6M135K0.00%Q1 202607
Brickley Wealth Management
CIK 0001712533
$6M127K0.95%Q1 202608
Executive Wealth Management, LLC
CIK 0001542611
$5M123K0.40%Q4 202409
Creative Planning
CIK 0001540235
$4M81K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$3M80K0.00%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$3M73K0.01%Q1 202612
Advisory Services Network, LLC
CIK 0001573876
$3M71K0.04%Q1 202613
Modern Wealth Management, LLC
CIK 0002001900
$3M68K0.05%Q1 202614
UBS Group AG
CIK 0001610520
$3M67K0.00%Q1 202615
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$3M66K0.05%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M66K0.00%Q1 202617
Beacon Pointe Advisors, LLC
CIK 0001744317
$3M65K0.01%Q1 202618
Rehmann Capital Advisory Group
CIK 0001633037
$3M65K0.15%Q1 202619
Wade Financial Advisory, Inc
CIK 0001802670
$3M67K0.95%Q1 202520
JPMORGAN CHASE & CO
CIK 0000019617
$3M63K0.00%Q1 2026
Page 1 of 7
111 more holders available. Log in →