ISHARES RUSSELL 2500 ETF (SMMD) Institutional Shareholders
ISHARES RUSSELL 2500 ETF (SMMD) 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 $2.98B in SMMD holdings during the latest filing period.
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 $418.87M, representing an estimated loss of -4.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
251
Total Reported Value
$2.98B
Largest Holder
Glenmede Trust Co Na
Largest Position
$438.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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 | $418,870,048 | -$20,121,859 | -4.58% | |
| Fifth Third Bancorp | 0.52% | 3,480,115 | $318,882,938 | $304,266,454 | -$14,616,484 | -4.58% | |
| Bank Of Montreal | 0.08% | 2,323,554 | $212,907,279 | $203,148,326 | -$9,758,953 | -4.58% | |
| Bank Of America Corp | 0.01% | 1,760,471 | $161,311,939 | $153,917,980 | -$7,393,959 | -4.58% | |
| Fort Washington Investment Advisors Inc | 0.69% | 1,504,650 | $137,871,080 | $131,551,550 | -$6,319,530 | -4.58% | |
| Wellington Management Group Llp | 0.02% | 1,085,260 | $99,442,374 | $94,884,282 | -$4,558,092 | -4.58% | |
| Fmr Llc | 0.00% | 1,082,560 | $99,195,001 | $94,648,221 | -$4,546,780 | -4.58% | |
| Central Trust Co | 1.73% | 1,046,455 | $95,886,629 | $91,491,561 | -$4,395,068 | -4.58% | |
| Focus Partners Wealth | 0.07% | 776,244 | $71,127,347 | $67,867,013 | -$3,260,334 | -4.58% | |
| Ubs Group Ag | 0.01% | 774,676 | $70,983,562 | $67,729,923 | -$3,253,639 | -4.58% | |
| Coldstream Capital Management Inc | 0.79% | 690,732 | $63,291,801 | $60,390,699 | -$2,901,102 | -4.58% | |
| Cresset Asset Management, Llc | 0.22% | 650,970 | $59,648,326 | $56,914,307 | -$2,734,019 | -4.58% | |
| Wealthspire Advisors, Llc | 0.28% | 562,618 | $51,552,739 | $49,189,692 | -$2,363,047 | -4.58% | |
| Gerber Kawasaki Wealth & Investment Management | 1.27% | 519,296 | $47,583,069 | $45,402,049 | -$2,181,020 | -4.58% | |
| Raymond James Financial Inc | 0.01% | 496,885 | $45,529,555 | $43,442,656 | -$2,086,899 | -4.58% | |
| Ima Advisory Services, Inc. | 2.82% | 491,513 | $45,027,043 | $42,972,982 | -$2,054,061 | -4.56% | |
| Blair William & Co/Il | 0.11% | 480,198 | $44,000,582 | $41,983,711 | -$2,016,871 | -4.58% | |
| Us Bancorp \De\ | 0.04% | 382,478 | $35,046,459 | $33,440,052 | -$1,606,407 | -4.58% | |
| Jpmorgan Chase & Co | 0.00% | 377,548 | $34,375,785 | $33,009,022 | -$1,366,763 | -3.98% | |
| Goldman Sachs Group Inc | 0.00% | 367,953 | $33,715,534 | $32,170,131 | -$1,545,403 | -4.58% | |
| Truist Financial Corp | 0.04% | 353,440 | $32,385,676 | $30,901,259 | -$1,484,417 | -4.58% | |
| Diesslin Group, Inc. | 12.41% | 351,000 | $32,162,109 | $30,687,930 | -$1,474,179 | -4.58% | |
| Lpl Financial Llc | 0.01% | 281,070 | $25,754,410 | $24,573,950 | -$1,180,460 | -4.58% | |
| Badgley Phelps Wealth Managers, Llc | 0.45% | 279,503 | $25,610,860 | $24,436,947 | -$1,173,913 | -4.58% | |
| Westwood Holdings Group Inc | 0.19% | 274,856 | $25,185,057 | $24,030,660 | -$1,154,397 | -4.58% | |
| Osaic Holdings, Inc. | 0.03% | 273,676 | $25,079,254 | $23,927,493 | -$1,151,761 | -4.59% | |
| Envestnet Asset Management Inc | 0.01% | 264,669 | $24,251,619 | $23,140,011 | -$1,111,608 | -4.58% | |
| Wealthcare Advisory Partners Llc | 0.45% | 257,371 | $23,582,879 | $22,501,947 | -$1,080,932 | -4.58% | |
| Cwa Asset Management Group, Llc | 0.58% | 205,082 | $18,791,695 | $17,930,319 | -$861,376 | -4.58% | |
| Curi Capital, Llc | 0.29% | 203,409 | $18,638,364 | $17,784,049 | -$854,315 | -4.58% | |
| Janney Montgomery Scott Llc | 0.03% | 189,531 | $17,367,000 | $16,570,695 | -$796,305 | -4.59% | |
| Brio Consultants, Llc | 1.89% | 176,437 | $16,166,959 | $15,425,887 | -$741,072 | -4.58% | |
| Sigfig Wealth Management, Llc | 0.43% | 176,920 | $16,108,529 | $15,468,116 | -$640,413 | -3.98% | |
| Catalyst Financial Partners Llc | 1.57% | 172,778 | $15,831,693 | $15,105,981 | -$725,712 | -4.58% | |
| Sfam, Llc | 12.66% | 169,317 | $15,514,562 | $14,803,385 | -$711,177 | -4.58% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 160,337 | $14,691,637 | $14,018,264 | -$673,373 | -4.58% | |
| Harbor Capital Advisors, Inc. | 0.94% | 150,910 | $13,828,000 | $13,194,061 | -$633,939 | -4.58% | |
| Ameriprise Financial Inc | 0.00% | 150,641 | $13,803,235 | $13,170,543 | -$632,692 | -4.58% | |
| Berger Financial Group, Inc | 0.67% | 142,271 | $13,036,328 | $12,438,754 | -$597,574 | -4.58% | |
| Dimension Capital Management Llc | 1.51% | 140,441 | $12,868,609 | $12,278,757 | -$589,852 | -4.58% | |
| Rossby Financial, Lcc | 2.29% | 136,447 | $12,502,639 | $11,929,561 | -$573,078 | -4.58% | |
| World Investment Advisors | 0.21% | 162,754 | $12,426,273 | $14,229,582 | +$1,803,309 | +14.51% | |
| Congress Asset Management Co | 0.08% | 133,716 | $12,252,397 | $11,690,790 | -$561,607 | -4.58% | |
| Cmh Wealth Management Llc | 1.78% | 127,138 | $11,649,655 | $11,115,675 | -$533,980 | -4.58% | |
| Cibc World Market Inc. | 0.02% | 122,982 | $11,268,841 | $10,752,316 | -$516,525 | -4.58% | |
| Cerity Partners Llc | 0.01% | 122,893 | $11,260,709 | $10,744,535 | -$516,174 | -4.58% | |
| Rogco, Lp | 3.15% | 112,165 | $10,277,679 | $9,806,586 | -$471,093 | -4.58% | |
| Royal Bank Of Canada | 0.00% | 111,704 | $10,235,000 | $9,766,281 | -$468,719 | -4.58% | |
| Johnson Investment Counsel Inc | 0.07% | 110,932 | $10,164,730 | $9,698,785 | -$465,945 | -4.58% | |
| Mariner, Llc | 0.01% | 107,740 | $9,872,163 | $9,419,708 | -$452,455 | -4.58% |
Frequently asked questions about SMMD
Who owns the most SMMD stock?
The largest holders of SMMD 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 RUSSELL 2500 ETF (SMMD).
Is SMMD widely held by superinvestors?
Many widely followed stocks like SMMD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMMD 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.