Who owns SMLFWhat SMLF owns — n/a

Who owns iShares U.S. Small-Cap Equity Factor ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SMLF from SEC Form 13F filings across 301 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.

As of the 2026-06-30 reporting period, 301 institutions disclosed 38.9M shares of iShares U.S. Small-Cap Equity Factor ETF worth $3.46B — about 81.5% of shares outstanding; the largest disclosed holder is Strategic Financial Services, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

301

13F holders

$3.46B

value, 2026 filers

81.5%

of shares outstanding (38.9M sh)

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 SMLF's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Strategic Financial Services, Inc.	3.8M	$336.8M	14.7%	7.9%	-1.5%
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.2M	$289.2M	0.0%	6.8%	+25.6%
3	WELLS FARGO & COMPANY/MN	3.0M	$271.7M	0.0%	6.4%	+2.7%
4	AMERIPRISE FINANCIAL INC	2.2M	$194.2M	0.0%	4.6%	+9.5%
5	LPL Financial LLC	1.6M	$142.0M	0.0%	3.3%	+3.1%
6	Advance Capital Management, Inc.	1.5M	$131.6M	4.3%	3.1%	-4.5%
7	BANK OF AMERICA CORP /DE/	1.4M	$127.3M	0.0%	3%	+42.5%
8	Valmark Advisers, Inc.	1.3M	$114.2M	1.2%	2.7%	-4.0%
9	Acropolis Investment Management, LLC	982,634	$87.6M	3.5%	2.1%	+0.4%
10	Cetera Investment Advisers	832,049	$74.2M	0.1%	1.7%	+10.4%
11	Modern Wealth Management, LLC	809,068	$72.1M	0.9%	1.7%	+10.2%
12	FMR LLC	720,940	$64.3M	0.0%	1.5%	-7.9%
13	VANTAGEPOINT INVESTMENT ADVISERS LLC	667,125	$59.5M	0.4%	1.4%	0.0%
14	HighTower Advisors, LLC	645,667	$57.6M	0.1%	1.4%	+9.2%
15	Annex Advisory Services, LLC	625,277	$55.7M	1.0%	1.3%	+11.5%
16	RAYMOND JAMES FINANCIAL INC	488,894	$43.6M	0.0%	1%	+24.3%
17	BlackRock, Inc.	481,475	$42.9M	0.0%	1%	+9.5%
18	Cornerstone Planning Group LLC	481,038	$41.6M	5.2%	1%	+2.1%
19	Financial Management Professionals, Inc.	474,926	$42.3M	4.0%	1%	-9.2%
20	Clearwater Capital Advisors, LLC	474,741	$42.3M	3.1%	1%	-0.9%
21	OSAIC HOLDINGS, INC.	464,450	$41.4M	0.0%	1%	+59.3%
22	Ullmann Wealth Partners Group, LLC	430,738	$38.4M	3.5%	0.9%	-0.5%
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	413,988	$36.9M	0.0%	0.9%	+41.6%
24	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCNEW	395,557	$35.2M	0.1%	0.8%	new
25	Cambridge Investment Research Advisors, Inc.	394,968	$35.2M	0.1%	0.8%	+4.4%

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.