ISHARES L CAP MB SEP ETF (SMAX) Institutional Ownership Changes & 13F Activity
ISHARES L CAP MB SEP ETF (SMAX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include J. L. Bainbridge & Co., Inc., Bip Wealth, Llc, Susquehanna International Group, Llp, Old Mission Capital Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +57 | +0.1% | 44,209 | $1.23M | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +15,936 | — | 15,936 | $444.06K | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Buy | +41,031 | +142.2% | 69,884 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -19,635 | -65.0% | 10,584 | $294.92K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +9,007 | — | 9,007 | $250.98K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +993 | +1.1% | 93,262 | $2.60M | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, Llc | Buy | +7,294 | — | 7,294 | $203.85K | Q2 2026 | Aug 10, 2026 |
| Grantvest Financial Group Llc | Sell | -1,182 | -1.6% | 73,199 | $2.04M | Q2 2026 | Aug 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | Sell | -11,640 | -49.9% | 11,667 | $325.10K | Q2 2026 | Aug 04, 2026 |
| Commonwealth Equity Services, Llc | Sell | -1,000 | -3.6% | 26,778 | $746.18K | Q2 2026 | Jul 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +9,000 | — | 9,000 | $250.78K | Q2 2026 | Jul 28, 2026 |
| J. L. Bainbridge & Co., Inc. | Sell | -451,116 | -32.3% | 947,144 | $26.39M | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | Buy | +1,428 | — | 1,428 | $39.79K | Q2 2026 | Jul 21, 2026 |
| Crown Wealth Group, Llc | Sell | -50 | -0.3% | 16,701 | $465.37K | Q2 2026 | Jul 21, 2026 |
| Lifestyle Asset Management, Inc. | Sell | -129 | -0.8% | 16,720 | $465.90K | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | Sell | -2 | -0.0% | 7,196 | $200.54K | Q2 2026 | Jul 15, 2026 |
| Client First Capital Llc | Sell | -1,423 | -1.0% | 143,897 | $4.01M | Q2 2026 | Jul 13, 2026 |
| Fc Advisory Llc | Sell | -242 | -0.3% | 80,533 | $2.24M | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, Llc | Sell | -1,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -4,069 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Creative Planning | Sell | -13,994 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ubs Group Ag | Sell | -172 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Bip Wealth, Llc | Sell | -56,701 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about SMAX activity
Which institutional owners are buying SMAX?
Institutional owners buying SMAX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMAX activity?
"Buy" means an investor increased their reported position in SMAX compared to the prior reporting period. This reflects growing exposure to ISHARES L CAP MB SEP ETF (SMAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMAX increasing?
Institutional interest in SMAX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.