ISHARES L CAP MB SEP ETF (SMAX) Institutional Shareholders
ISHARES L CAP MB SEP ETF (SMAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $51.12M in SMAX holdings during the latest filing period.
J. L. Bainbridge & Co., Inc. is currently the largest disclosed institutional shareholder of SMAX tracked by InsiderSet, reporting ownership valued at approximately $26.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $27.03M, representing an estimated gain of +2.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SMAX value among the investors covered in this analysis. Major shareholders include J. L. Bainbridge & Co., Inc., Client First Capital Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ISHARES L CAP MB SEP ETF (SMAX).
This page ranks the largest institutional SMAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$51.12M
Largest Holder
J. L. Bainbridge & Co., Inc.
Largest Position
$26.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 2.11% | 947,144 | $26,392,170 | $27,031,490 | +$639,320 | +2.42% | |
| Client First Capital Llc | 1.62% | 143,897 | $4,009,692 | $4,106,820 | +$97,128 | +2.42% | |
| Raymond James Financial Inc | 0.00% | 93,262 | $2,598,746 | $2,661,697 | +$62,951 | +2.42% | |
| Fc Advisory Llc | 0.59% | 80,533 | $2,244,049 | $2,298,412 | +$54,363 | +2.42% | |
| Grantvest Financial Group Llc | 1.18% | 73,199 | $2,039,698 | $2,089,099 | +$49,401 | +2.42% | |
| Susquehanna International Group, Llp | 0.00% | 69,884 | $1,947,318 | $1,994,489 | +$47,171 | +2.42% | |
| Amplius Wealth Advisors, Llc | 0.10% | 48,101 | $1,340,334 | $1,372,803 | +$32,469 | +2.42% | |
| Envestnet Asset Management Inc | 0.00% | 44,209 | $1,231,895 | $1,261,725 | +$29,830 | +2.42% | |
| Crewe Advisors Llc | 0.08% | 38,118 | $1,062,159 | $1,087,888 | +$25,729 | +2.42% | |
| Jim Saulnier & Associates, Llc | 0.41% | 36,141 | $1,007,069 | $1,031,464 | +$24,395 | +2.42% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,778 | $746,180 | $764,244 | +$18,064 | +2.42% | |
| Kestra Advisory Services, Llc | 0.00% | 21,493 | $598,898 | $613,410 | +$14,512 | +2.42% | |
| Tradition Wealth Management, Llc | 0.04% | 21,112 | $588,299 | $602,536 | +$14,237 | +2.42% | |
| Ars Investment Partners, Llc | 0.02% | 19,900 | $554,514 | $567,946 | +$13,432 | +2.42% | |
| Lifestyle Asset Management, Inc. | 0.13% | 16,720 | $465,903 | $477,189 | +$11,286 | +2.42% | |
| Crown Wealth Group, Llc | 0.12% | 16,701 | $465,373 | $476,647 | +$11,274 | +2.42% | |
| Citadel Advisors Llc | 0.00% | 15,936 | $444,057 | $454,813 | +$10,756 | +2.42% | |
| Clear Creek Financial Management, Llc | 0.03% | 15,357 | $427,923 | $438,289 | +$10,366 | +2.42% | |
| Kovack Advisors, Inc. | 0.02% | 14,782 | $411,938 | $421,878 | +$9,940 | +2.41% | |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | 11,667 | $325,101 | $332,976 | +$7,875 | +2.42% | |
| Ausdal Financial Partners, Inc. | 0.01% | 11,600 | $323,234 | $331,064 | +$7,830 | +2.42% | |
| Old Mission Capital Llc | 0.01% | 10,584 | $294,923 | $302,067 | +$7,144 | +2.42% | |
| Bank Of America Corp | 0.00% | 9,007 | $250,980 | $257,060 | +$6,080 | +2.42% | |
| Kestra Private Wealth Services, Llc | 0.00% | 9,000 | $250,785 | $256,860 | +$6,075 | +2.42% | |
| Investment Partners Asset Management, Inc. | 0.13% | 8,522 | $237,466 | $243,218 | +$5,752 | +2.42% | |
| Farther Finance Advisors, Llc | 0.00% | 7,488 | $208,661 | $213,708 | +$5,047 | +2.42% | |
| Diversify Advisory Services, Llc | 0.00% | 7,294 | $203,854 | $208,171 | +$4,317 | +2.12% | |
| Diversify Wealth Management, Llc | 0.00% | 7,294 | $203,854 | $208,171 | +$4,317 | +2.12% | |
| Spire Wealth Management | 0.01% | 7,196 | $200,544 | $205,374 | +$4,830 | +2.41% | |
| Blue Trust, Inc. | 0.00% | 1,428 | $39,791 | $40,755 | +$964 | +2.42% | |
| Elevated Capital Advisors, Llc | 0.00% | 174 | $4,849 | $4,966 | +$117 | +2.41% | |
| Ifp Advisors, Inc | 0.00% | 51 | $1,421 | $1,456 | +$35 | +2.43% | |
| Kingdom Financial Group Llc. | 0.00% | 1 | $24 | $29 | +$5 | +18.92% |
Frequently asked questions about SMAX
Who are the largest institutional holders of SMAX?
The largest institutional holders of SMAX reported in the latest SEC Form 13F filings include J. L. Bainbridge & Co., Inc., Client First Capital Llc, Raymond James Financial Inc, Fc Advisory Llc, and Grantvest Financial Group Llc. InsiderSet ranks institutional holders by their latest reported SMAX position.
What is SMAX institutional ownership?
This page tracks SMAX positions reported by institutional investment managers through SEC Form 13F. ISHARES L CAP MB SEP ETF (SMAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMAX?
InsiderSet currently tracks 33 institutional managers reporting SMAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMAX shareholders.
How much SMAX stock do institutions own?
Institutional investment managers disclosed approximately $51.12M in SMAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMAX institutional ownership last updated?
The latest SMAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMAX position after the reporting date.
Are institutions buying or selling SMAX?
Institutional buying and selling can be analyzed by comparing SMAX positions across consecutive 13F reporting periods. InsiderSet's SMAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMAX ownership changes.
How has SMAX institutional ownership changed over time?
InsiderSet tracks SMAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.