Who owns SMBS?
Institutional ownership of SMBS from SEC Form 13F filings across 68 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
68
13F holders
$12.46B
value, 2026 filers
490.0M
shares disclosed
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SMBS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Sixth Street Partners Management Company, L.P.NEW | 244.5M | $6.22B | — | — | new |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 244.5M | $6.22B | 0.8% | — | +4.1% |
| 3 | CITADEL ADVISORS LLC | 161,415 | $4.1M | 0.0% | — | +129.9% |
| 4 | Summit Financial, LLC | 131,599 | $3.3M | 0.0% | — | +5.6% |
| 5 | JPMORGAN CHASE & CO | 90,825 | $2.3M | 0.0% | — | -85.3% |
| 6 | GOLDMAN SACHS GROUP INC | 84,737 | $2.2M | 0.0% | — | -74.1% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 73,768 | $1.9M | 0.0% | — | -73.1% |
| 8 | JANE STREET GROUP, LLC | 55,592 | $1.4M | 0.0% | — | -17.8% |
| 9 | LPL Financial LLC | 40,892 | $1.0M | 0.0% | — | -13.9% |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 37,752 | $959,656 | 0.0% | — | -43.9% |
| 11 | HRT FINANCIAL LP | 26,655 | $677 | 0.0% | — | +96.7% |
| 12 | BANK OF AMERICA CORP /DE/ | 26,243 | $667,097 | 0.0% | — | +1.4% |
| 13 | CHAPMAN FINANCIAL GROUP, LLC | 26,181 | $665,522 | 0.4% | — | +2.7% |
| 14 | Creative Planning | 25,482 | $647,752 | 0.0% | — | -14.6% |
| 15 | Atlantic Union Bankshares Corp | 21,511 | $546,815 | 0.0% | — | 0.0% |
| 16 | Focus Partners Wealth | 17,855 | $453,882 | 0.0% | — | +99.9% |
| 17 | Cetera Investment Advisers | 15,463 | $393,063 | 0.0% | — | +13.7% |
| 18 | BRIGHTON JONES LLCNEW | 15,125 | $384,490 | 0.0% | — | new |
| 19 | Corient Private Wealth LPNEW | 14,539 | $369,581 | 0.0% | — | new |
| 20 | Mariner, LLCNEW | 14,481 | $368,112 | 0.0% | — | new |
| 21 | RAYMOND JAMES FINANCIAL INCNEW | 11,368 | $288,975 | 0.0% | — | new |
| 22 | FMR LLC | 11,350 | $288,525 | 0.0% | — | -21.4% |
| 23 | ROYAL BANK OF CANADA | 11,090 | $282,000 | 0.0% | — | +840.6% |
| 24 | Cerity Partners LLCNEW | 10,978 | $279,060 | 0.0% | — | new |
| 25 | MORGAN STANLEY | 9,054 | $230,153 | 0.0% | — | +307.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.