ISHARES US SMALLCAP EQUITY F (SMLF) Institutional Ownership Changes & 13F Activity
ISHARES US SMALLCAP EQUITY F (SMLF). 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 Ameriprise Financial Inc, Charles Schwab Investment Management Inc, Bank Of America Corp, Osaic Holdings, Inc., and Cozad Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +17,352 | +24.1% | 89,234 | $7.95M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +2,271 | — | 2,271 | $202.44K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +143 | +0.1% | 136,088 | $12.13M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +60 | +0.2% | 36,633 | $3.27M | Q2 2026 | Sep 04, 2026 |
| Strategic Financial Services, Inc. | Sell | -58,658 | -1.5% | 3,777,784 | $336.75M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Sell | -2,192 | -1.5% | 147,559 | $13.15M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +158 | +1.1% | 14,687 | $1.31M | Q2 2026 | Aug 19, 2026 |
| Denver Pwm, Llc | Buy | +3,208 | +3.1% | 106,982 | $9.70M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -376 | -0.2% | 187,571 | $16.72M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -5,119 | -7.5% | 63,104 | $5.63M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,744 | -2.3% | 74,843 | $6.67M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +2,175,644 | — | 2,175,644 | $194.15M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +660,321 | +25.6% | 3,244,719 | $289.23M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +426,121 | +42.5% | 1,428,258 | $127.31M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +172,952 | +59.3% | 464,450 | $41.41M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +116,659 | — | 116,659 | $10.40M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +95,576 | +24.3% | 488,894 | $43.58M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +78,738 | +2.7% | 3,047,559 | $271.66M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +75,094 | +10.2% | 809,068 | $72.12M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -42,900 | -90.8% | 4,323 | $385.00K | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Buy | +19,123 | +10.7% | 197,730 | $17.63M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +17,871 | +34.0% | 70,410 | $6.28M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -4,825 | -42.8% | 6,451 | $575.04K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +4,759 | — | 4,759 | $424.19K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +3,740 | — | 3,740 | $333.38K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +3,560 | — | 3,560 | $317.00K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +3,465 | +5.6% | 65,269 | $5.82M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -2,829 | -23.9% | 9,004 | $802.62K | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Buy | +2,587 | — | 2,587 | $230.60K | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +2,265 | — | 2,265 | $201.90K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SMLF activity
Which institutional owners are buying SMLF?
Institutional owners buying SMLF 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 SMLF activity?
"Buy" means an investor increased their reported position in SMLF compared to the prior reporting period. This reflects growing exposure to ISHARES US SMALLCAP EQUITY F (SMLF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMLF increasing?
Institutional interest in SMLF 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.