ETF Holders

Who owns SMMD?

Small or mid cap

iShares Russell 2500 ETF · iShares

260 institutions reported holding SMMD, worth $3.0B, in Form 13F filings for June 30, 2026.

13F holders
260
Institutional value
$3.0B
Change from prior quarter
+41.7%
+$883.8M, with price moves
New and sold-out firms
43 / 11
117 added, 62 trimmed

Top 10 institutional holders of SMMD

FirmLocationValueSharesChange
Glenmede Trust Co NAPhiladelphia, PA$439.0M4,790,919+377,326 shares
Fifth Third BancorpCincinnati, OH$318.9M3,480,115+421,174 shares
Bank of MontrealToronto, Ontario, Canada$212.9M2,323,554+593,339 shares
Bank of America Corp.Charlotte, NC$161.3M1,760,471−355,566 shares
Fort Washington Investment Advisors Inc.Cincinnati, OH$137.9M1,504,650No change
Wellington Management Group LLPBoston, MA$99.4M1,085,260New position
FMR LLCBoston, MA$99.2M1,082,560+142,171 shares
CENTRAL TRUST CoJefferson City, MO$95.9M1,046,455+96,777 shares
Focus Partners WealthSt Louis, MO$71.1M776,244+12,549 shares
UBS Group AGZurich, Switzerland$71.0M774,676+190,805 shares
250 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From 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.

Similar ETFs

IMCG
iShares Morningstar Mid-Cap Growth ETF
423 holders, $2.8B
CGMM
Capital Group U.S. Small and Mid Cap ETF
226 holders, $2.8B
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
618 holders, $3.3B
AVSC
Avantis US Small Cap Equity ETF
248 holders, $2.6B
SMLF
iShares U.S. Small-Cap Equity Factor ETF
300 holders, $3.5B
XMHQ
Invesco S&P MidCap Quality ETF
431 holders, $3.6B
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
557 holders, $3.6B
XSMO
Invesco S&P SmallCap Momentum ETF
323 holders, $2.3B

Compare what they hold: SMMD vs IMCG, SMMD vs CGMM, SMMD vs SLYV, SMMD vs AVSC.

Frequently asked questions

Who owns SMMD?

260 institutional managers reported holding SMMD in Form 13F filings for June 30, 2026, worth $3.0B in total. The largest reported position was held by Glenmede Trust Co NA, at $439.0M.

Did institutions buy or sell SMMD last quarter?

Reported 13F value rose 41.7% from March 31, 2026, which includes price moves as well as buying and selling. 43 firms reported a new position and 11 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 SMMD 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.