Who owns SMLF?
iShares U.S. Small-Cap Equity Factor ETF · iShares
300 institutions reported holding SMLF, worth $3.5B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMLF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Strategic Financial Services, Inc. | Utica, NY | $336.8M | 3,777,784 | −58,658 shares |
| Charles Schwab Investment Management Inc. | San Francisco, CA | $289.2M | 3,244,719 | +660,321 shares |
| Wells Fargo & Company | San Francisco, CA | $271.7M | 3,047,559 | +78,738 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $194.2M | 2,175,644 | +189,242 shares |
| LPL Financial LLC | Fort Mill, SC | $142.0M | 1,593,475 | +48,633 shares |
| Advance Capital Management, Inc. | Southfield, MI | $131.6M | 1,476,512 | −69,274 shares |
| Bank of America Corp. | Charlotte, NC | $127.3M | 1,428,258 | +426,121 shares |
| Valmark Advisers, Inc. | Akron, OH | $114.2M | 1,280,840 | −53,795 shares |
| Acropolis Investment Management, LLC | St. Louis, MO | $87.6M | 982,634 | +3,589 shares |
| Cetera Investment Advisers | Schaumburg, IL | $74.2M | 832,049 | +78,300 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMLF?
300 institutional managers reported holding SMLF in Form 13F filings for June 30, 2026, worth $3.5B in total. The largest reported position was held by Strategic Financial Services, Inc., at $336.8M.
Did institutions buy or sell SMLF last quarter?
Reported 13F value rose 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 50 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMLF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.