ISHARES US SMALLCAP EQUITY F (SMLF) Top Institutional Shareholders
ISHARES US SMALLCAP EQUITY F (SMLF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.64B in SMLF holdings during the latest filing period.
Strategic Financial Services, Inc. is currently the largest disclosed institutional shareholder of SMLF tracked by InsiderSet, reporting ownership valued at approximately $289.61M in its March 31, 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 $329.09M, representing an estimated gain of +13.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed SMLF value among the investors covered in this analysis. Major shareholders include Strategic Financial Services, Inc., Wells Fargo & Company/Mn, Charles Schwab Investment Management Inc, and several other long-term asset managers with concentrated positions in ISHARES US SMALLCAP EQUITY F (SMLF).
This page ranks the largest institutional SMLF 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
266
Total Reported Value
$2.64B
Largest Holder
Strategic Financial Services, Inc.
Largest Position
$289.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strategic Financial Services, Inc. | 13.79% | 3,836,442 | $289,613,030 | $329,089,995 | +$39,476,965 | +13.63% | |
| Wells Fargo & Company/Mn | 0.04% | 2,968,821 | $224,116,303 | $254,665,465 | +$30,549,162 | +13.63% | |
| Charles Schwab Investment Management Inc | 0.03% | 2,584,398 | $195,096,205 | $221,689,660 | +$26,593,455 | +13.63% | |
| Ameriprise Financial Inc | 0.03% | 1,986,402 | $150,031,402 | $170,393,564 | +$20,362,162 | +13.57% | |
| Advance Capital Management, Inc. | 4.42% | 1,545,786 | $116,691,408 | $132,597,523 | +$15,906,115 | +13.63% | |
| Lpl Financial Llc | 0.03% | 1,544,842 | $116,620,091 | $132,516,547 | +$15,896,456 | +13.63% | |
| Valmark Advisers, Inc. | 1.20% | 1,334,635 | $100,751,595 | $114,484,990 | +$13,733,395 | +13.63% | |
| Bank Of America Corp | 0.01% | 1,002,137 | $75,651,311 | $85,963,312 | +$10,312,001 | +13.63% | |
| Acropolis Investment Management, Llc | 3.27% | 979,045 | $73,908,081 | $83,982,480 | +$10,074,399 | +13.63% | |
| Fmr Llc | 0.00% | 782,568 | $59,076,037 | $67,128,683 | +$8,052,646 | +13.63% | |
| Cetera Investment Advisers | 0.06% | 753,749 | $56,900,484 | $64,656,589 | +$7,756,105 | +13.63% | |
| Modern Wealth Management, Llc | 0.96% | 733,974 | $55,811,381 | $62,960,290 | +$7,148,909 | +12.81% | |
| Vantagepoint Investment Advisers Llc | 0.43% | 667,125 | $50,361,266 | $57,225,983 | +$6,864,717 | +13.63% | |
| Hightower Advisors, Llc | 0.05% | 591,028 | $44,618,846 | $50,698,382 | +$6,079,536 | +13.63% | |
| Annex Advisory Services, Llc | 0.79% | 560,961 | $42,346,980 | $48,119,235 | +$5,772,255 | +13.63% | |
| Financial Management Professionals, Inc. | 4.43% | 523,190 | $39,495,581 | $44,879,238 | +$5,383,657 | +13.63% | |
| Cornerstone Planning Group Llc | 5.24% | 471,147 | $39,251,174 | $40,414,990 | +$1,163,816 | +2.97% | |
| Clearwater Capital Advisors, Llc | 2.92% | 479,209 | $36,175,499 | $41,106,548 | +$4,931,049 | +13.63% | |
| Blackrock, Inc. | 0.00% | 439,803 | $33,200,710 | $37,726,301 | +$4,525,591 | +13.63% | |
| Ullmann Wealth Partners Group, Llc | 3.39% | 432,829 | $32,674,244 | $37,128,072 | +$4,453,828 | +13.63% | |
| Raymond James Financial Inc | 0.01% | 393,318 | $29,691,612 | $33,738,818 | +$4,047,206 | +13.63% | |
| Pacific Center For Financial Services | 7.24% | 378,287 | $28,556,918 | $32,449,459 | +$3,892,541 | +13.63% | |
| Commonwealth Equity Services, Llc | 0.03% | 325,311 | $24,557,749 | $27,905,178 | +$3,347,429 | +13.63% | |
| River Wealth Advisors Llc | 2.76% | 317,974 | $24,003,822 | $27,275,810 | +$3,271,988 | +13.63% | |
| Madison Wealth Partners, Inc | 3.67% | 304,934 | $23,019,440 | $26,157,239 | +$3,137,799 | +13.63% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 292,422 | $22,074,963 | $25,083,959 | +$3,008,996 | +13.63% | |
| Osaic Holdings, Inc. | 0.03% | 291,498 | $22,010,361 | $25,004,698 | +$2,994,337 | +13.60% | |
| Focus Partners Wealth | 0.02% | 289,889 | $21,951,261 | $24,866,678 | +$2,915,417 | +13.28% | |
| Fox Financial, Inc | 17.46% | 283,376 | $21,392,060 | $24,307,993 | +$2,915,933 | +13.63% | |
| Private Advisor Group, Llc | 0.10% | 274,728 | $20,739,151 | $23,566,168 | +$2,827,017 | +13.63% | |
| Reston Wealth Management Llc | 6.16% | 266,288 | $20,102,054 | $22,842,185 | +$2,740,131 | +13.63% | |
| Integrity Alliance, Llc. | 0.75% | 260,869 | $19,693,023 | $22,377,343 | +$2,684,320 | +13.63% | |
| Systelligence, Llc | 3.19% | 217,574 | $16,424,661 | $18,663,498 | +$2,238,837 | +13.63% | |
| Morgan Stanley | 0.00% | 214,680 | $16,206,225 | $18,415,250 | +$2,209,025 | +13.63% | |
| Ubs Group Ag | 0.00% | 210,410 | $15,883,851 | $18,048,970 | +$2,165,119 | +13.63% | |
| Family Office Research Llc | 6.74% | 205,416 | $15,506,845 | $17,620,584 | +$2,113,739 | +13.63% | |
| Yhb Investment Advisors, Inc. | 1.03% | 189,835 | $14,330,644 | $16,284,046 | +$1,953,402 | +13.63% | |
| Beacon Pointe Advisors, Llc | 0.08% | 187,947 | $14,188,088 | $16,122,094 | +$1,934,006 | +13.63% | |
| Geneos Wealth Management Inc. | 0.32% | 180,534 | $13,628,504 | $15,486,207 | +$1,857,703 | +13.63% | |
| Exchange Traded Concepts, Llc | 0.10% | 166,740 | $12,587,203 | $14,302,957 | +$1,715,754 | +13.63% | |
| Assuredpartners Investment Advisors, Llc | 1.36% | 163,184 | $12,494,999 | $13,997,924 | +$1,502,925 | +12.03% | |
| Ptm Wealth Management, Llc | 6.15% | 151,580 | $11,606,517 | $13,002,532 | +$1,396,015 | +12.03% | |
| Wcg Wealth Advisors Llc | 0.32% | 150,336 | $11,348,792 | $12,895,822 | +$1,547,030 | +13.63% | |
| Mercer Global Advisors Inc | 0.02% | 149,751 | $11,304,710 | $12,845,641 | +$1,540,931 | +13.63% | |
| Stratos Wealth Partners, Ltd. | 0.13% | 147,708 | $11,150,501 | $12,670,392 | +$1,519,891 | +13.63% | |
| Mml Investors Services, Llc | 0.03% | 147,628 | $11,144,448 | $12,663,530 | +$1,519,082 | +13.63% | |
| Evolve Private Wealth, Llc | 0.59% | 146,252 | $11,040,572 | $12,545,497 | +$1,504,925 | +13.63% | |
| Integrated Wealth Concepts Llc | 0.08% | 135,945 | $10,262,485 | $11,661,362 | +$1,398,877 | +13.63% | |
| Wealth Enhancement Trust Services, Inc. | 1.23% | 134,722 | $10,170,163 | $11,556,453 | +$1,386,290 | +13.63% | |
| Trb Wealth Management, Llc | 1.36% | 126,394 | $9,541,483 | $10,842,077 | +$1,300,594 | +13.63% |
Frequently asked questions about SMLF
Who owns the most SMLF stock?
The largest holders of SMLF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US SMALLCAP EQUITY F (SMLF).
Is SMLF widely held by superinvestors?
Many widely followed stocks like SMLF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMLF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.