Who owns iShares U.S. Small-Cap Equity Factor ETF?
Institutional ownership of SMLF from SEC Form 13F filings across 193 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.
193
13F holders
$2.50B
value, 2026 filers
61.3%
of shares outstanding (29.2M sh)
38
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 | Sixth Street Partners Management Company, L.P.NEW | 3.2M | $289.2M | 49.9% | 6.8% | new |
| 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 | BANK OF AMERICA CORP /DE/ | 1.4M | $127.3M | 0.0% | 3% | +42.5% |
| 7 | Valmark Advisers, Inc. | 1.3M | $114.2M | 1.2% | 2.7% | -4.0% |
| 8 | Cetera Investment Advisers | 832,049 | $74.2M | 0.1% | 1.7% | +10.4% |
| 9 | Modern Wealth Management, LLC | 809,068 | $72.1M | 0.9% | 1.7% | +10.2% |
| 10 | Cambridge Investment Research Advisors, Inc. | 789,936 | $70,414 | 0.2% | 1.7% | +108.9% |
| 11 | FMR LLC | 720,940 | $64.3M | 0.0% | 1.5% | -7.9% |
| 12 | HighTower Advisors, LLC | 645,667 | $57.6M | 0.1% | 1.4% | +9.2% |
| 13 | RAYMOND JAMES FINANCIAL INC | 488,894 | $43.6M | 0.0% | 1% | +24.3% |
| 14 | BlackRock, Inc. | 481,475 | $42.9M | 0.0% | 1% | +9.5% |
| 15 | Cornerstone Planning Group LLC | 481,038 | $41.6M | 5.2% | 1% | +2.1% |
| 16 | Financial Management Professionals, Inc. | 474,926 | $42.3M | 4.0% | 1% | -9.2% |
| 17 | OSAIC HOLDINGS, INC. | 464,450 | $41.4M | 0.0% | 1% | +59.3% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 413,988 | $36.9M | 0.0% | 0.9% | +41.6% |
| 19 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCNEW | 395,557 | $35.2M | 0.1% | 0.8% | new |
| 20 | Pacific Center for Financial Services | 378,802 | $33.8M | 7.5% | 0.8% | +0.1% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 357,412 | $31.9M | 0.0% | 0.7% | +9.9% |
| 22 | Madison Wealth Partners, Inc | 319,045 | $28.4M | 3.6% | 0.7% | +4.6% |
| 23 | MORGAN STANLEY | 294,229 | $26.2M | 0.0% | 0.6% | +37.1% |
| 24 | Focus Partners Wealth | 291,939 | $26.0M | 0.0% | 0.6% | +0.7% |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | 275,364 | $24.5M | 0.1% | 0.6% | +65.1% |
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.