SMMD Institutional Ownership & Shareholders
ISHARES RUSSELL 2500 ETF (SMMD) is currently held by 261 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.82B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Glenmede Trust Co Na is currently the largest disclosed institutional shareholder of SMMD tracked by InsiderSet, reporting ownership valued at approximately $438.99M 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 $414.65M, representing an estimated loss of -5.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SMMD value among the investors covered in this analysis. Major shareholders include Glenmede Trust Co Na, Fifth Third Bancorp, Bank Of Montreal, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 2500 ETF (SMMD).
This page ranks the largest institutional SMMD 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
261
Total Reported Value
$2.82B
Largest Holder
Glenmede Trust Co Na
Largest Position
$438.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Glenmede Trust Co Na | 1.94% | 4,790,919 | $438,991,907 | $414,654,039 | -$24,337,868 | -5.54% | |
| Fifth Third Bancorp | 0.52% | 3,480,115 | $318,882,938 | $301,203,953 | -$17,678,985 | -5.54% | |
| Bank Of Montreal | 0.08% | 2,323,554 | $212,907,279 | $201,103,599 | -$11,803,680 | -5.54% | |
| Bank Of America Corp | 0.01% | 1,760,471 | $161,311,939 | $152,368,765 | -$8,943,174 | -5.54% | |
| Wellington Management Group Llp | 0.02% | 1,085,260 | $99,442,374 | $93,929,253 | -$5,513,121 | -5.54% | |
| Fmr Llc | 0.00% | 1,082,560 | $99,195,001 | $93,695,568 | -$5,499,433 | -5.54% | |
| Central Trust Co | 1.73% | 1,046,455 | $95,886,629 | $90,570,680 | -$5,315,949 | -5.54% | |
| Focus Partners Wealth | 0.07% | 776,244 | $71,127,347 | $67,183,918 | -$3,943,429 | -5.54% | |
| Ubs Group Ag | 0.01% | 774,676 | $70,983,562 | $67,048,208 | -$3,935,354 | -5.54% | |
| Coldstream Capital Management Inc | 0.79% | 690,732 | $63,291,801 | $59,782,855 | -$3,508,946 | -5.54% | |
| Cresset Asset Management, Llc | 0.22% | 650,970 | $59,648,326 | $56,341,454 | -$3,306,873 | -5.54% | |
| Wealthspire Advisors, Llc | 0.28% | 562,618 | $51,552,739 | $48,694,588 | -$2,858,151 | -5.54% | |
| Gerber Kawasaki Wealth & Investment Management | 1.21% | 555,455 | $47,502,402 | $48,074,630 | +$572,228 | +1.20% | |
| Raymond James Financial Inc | 0.01% | 496,885 | $45,529,555 | $43,005,397 | -$2,524,158 | -5.54% | |
| Ima Advisory Services, Inc. | 2.82% | 491,513 | $45,027,043 | $42,540,450 | -$2,486,593 | -5.52% | |
| Blair William & Co/Il | 0.11% | 480,198 | $44,000,582 | $41,561,137 | -$2,439,445 | -5.54% | |
| Us Bancorp \De\ | 0.04% | 382,478 | $35,046,459 | $33,103,471 | -$1,942,988 | -5.54% | |
| Jpmorgan Chase & Co | 0.00% | 377,548 | $34,375,785 | $32,676,779 | -$1,699,006 | -4.94% | |
| Badgley Phelps Wealth Managers, Llc | 0.59% | 399,247 | $34,143,615 | $34,554,828 | +$411,213 | +1.20% | |
| Truist Financial Corp | 0.04% | 398,605 | $34,088,693 | $34,499,263 | +$410,570 | +1.20% | |
| Goldman Sachs Group Inc | 0.00% | 367,953 | $33,715,534 | $31,846,332 | -$1,869,202 | -5.54% | |
| Diesslin Group, Inc. | 12.26% | 366,538 | $31,346,290 | $31,723,864 | +$377,574 | +1.20% | |
| Lpl Financial Llc | 0.01% | 281,070 | $25,754,410 | $24,326,609 | -$1,427,802 | -5.54% | |
| Westwood Holdings Group Inc | 0.19% | 274,856 | $25,185,057 | $23,788,787 | -$1,396,270 | -5.54% | |
| Osaic Holdings, Inc. | 0.03% | 273,676 | $25,079,254 | $23,686,658 | -$1,392,596 | -5.55% | |
| Envestnet Asset Management Inc | 0.01% | 264,669 | $24,251,619 | $22,907,102 | -$1,344,517 | -5.54% | |
| Wealthcare Advisory Partners Llc | 0.36% | 247,394 | $21,157,118 | $21,411,951 | +$254,833 | +1.20% | |
| Cwa Asset Management Group, Llc | 0.59% | 233,445 | $19,964,210 | $20,204,665 | +$240,455 | +1.20% | |
| Curi Capital, Llc | 0.29% | 203,409 | $18,638,364 | $17,605,049 | -$1,033,315 | -5.54% | |
| Janney Montgomery Scott Llc | 0.03% | 189,531 | $17,367,000 | $16,403,908 | -$963,092 | -5.55% | |
| Sigfig Wealth Management, Llc | 0.43% | 199,162 | $17,032,350 | $17,237,471 | +$205,121 | +1.20% | |
| Brio Consultants, Llc | 1.89% | 176,437 | $16,166,959 | $15,270,622 | -$896,337 | -5.54% | |
| Catalyst Financial Partners Llc | 1.57% | 172,778 | $15,831,693 | $14,953,936 | -$877,757 | -5.54% | |
| Sfam, Llc | 12.66% | 169,317 | $15,514,562 | $14,654,386 | -$860,176 | -5.54% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 160,337 | $14,691,637 | $13,877,167 | -$814,470 | -5.54% | |
| Ameriprise Financial Inc | 0.00% | 150,641 | $13,803,235 | $13,037,979 | -$765,256 | -5.54% | |
| Berger Financial Group, Inc | 0.67% | 142,271 | $13,036,328 | $12,313,555 | -$722,773 | -5.54% | |
| Dimension Capital Management Llc | 1.51% | 140,441 | $12,868,609 | $12,155,169 | -$713,440 | -5.54% | |
| Rossby Financial, Lcc | 2.29% | 136,447 | $12,502,639 | $11,809,488 | -$693,151 | -5.54% | |
| World Investment Advisors | 0.21% | 162,754 | $12,426,273 | $14,086,359 | +$1,660,086 | +13.36% | |
| Cmh Wealth Management Llc | 1.72% | 133,816 | $11,443,945 | $11,581,775 | +$137,830 | +1.20% | |
| Cibc World Market Inc. | 0.02% | 122,982 | $11,268,841 | $10,644,092 | -$624,749 | -5.54% | |
| Cerity Partners Llc | 0.01% | 122,893 | $11,260,709 | $10,636,389 | -$624,320 | -5.54% | |
| Rogco, Lp | 3.15% | 112,165 | $10,277,679 | $9,707,881 | -$569,798 | -5.54% | |
| Royal Bank Of Canada | 0.00% | 111,704 | $10,235,000 | $9,667,981 | -$567,019 | -5.54% | |
| Johnson Investment Counsel Inc | 0.07% | 110,932 | $10,164,730 | $9,601,165 | -$563,565 | -5.54% | |
| Concurrent Investment Advisors, Llc | 0.07% | 118,184 | $10,107,095 | $10,228,825 | +$121,730 | +1.20% | |
| Mariner, Llc | 0.01% | 107,740 | $9,872,163 | $9,324,897 | -$547,266 | -5.54% | |
| Rockefeller Capital Management L.P. | 0.02% | 107,574 | $9,857,038 | $9,310,530 | -$546,508 | -5.54% | |
| Benchmark Financial Wealth Advisors, Llc | 2.09% | 102,075 | $8,729,458 | $8,834,591 | +$105,133 | +1.20% |
Frequently asked questions about SMMD
Who are the largest institutional holders of SMMD?
The largest institutional holders of SMMD reported in the latest SEC Form 13F filings include Glenmede Trust Co Na, Fifth Third Bancorp, Bank Of Montreal, Bank Of America Corp, and Wellington Management Group Llp. InsiderSet ranks institutional holders by their latest reported SMMD position.
What is SMMD institutional ownership?
This page tracks SMMD positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 2500 ETF (SMMD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMMD?
InsiderSet currently tracks 261 institutional managers reporting SMMD 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 SMMD shareholders.
How much SMMD stock do institutions own?
Institutional investment managers disclosed approximately $2.82B in SMMD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMMD institutional ownership last updated?
The latest SMMD 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 SMMD 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 SMMD position after the reporting date.
Are institutions buying or selling SMMD?
Institutional buying and selling can be analyzed by comparing SMMD positions across consecutive 13F reporting periods. InsiderSet's SMMD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMMD ownership changes.
How has SMMD institutional ownership changed over time?
InsiderSet tracks SMMD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.