Who owns iShares Russell 2500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMMD from SEC Form 13F filings across 261 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, 261 institutions disclosed 32.8M shares of iShares Russell 2500 ETF worth $3.00B — about 82.1% of shares outstanding; the largest disclosed holder is GLENMEDE TRUST CO NA. Source: SEC Form 13F filings, parsed by EvidInvest.
261
13F holders
$3.00B
value, 2026 filers
82.1%
of shares outstanding (32.8M sh)
43
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 SMMD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 4.8M | $439.0M | 1.9% | 12% | +8.5% |
| 2 | FIFTH THIRD BANCORP | 3.5M | $318.9M | 0.5% | 8.7% | +13.8% |
| 3 | BANK OF MONTREAL /CAN/ | 2.3M | $212.9M | 0.1% | 5.8% | +34.3% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.8M | $161.3M | 0.0% | 4.4% | -16.8% |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.5M | $137.9M | 0.7% | 3.8% | 0.0% |
| 6 | WELLINGTON MANAGEMENT GROUP LLPNEW | 1.1M | $99.4M | 0.0% | 2.7% | new |
| 7 | FMR LLC | 1.1M | $99.2M | 0.0% | 2.7% | +15.1% |
| 8 | CENTRAL TRUST Co | 1.0M | $95.9M | 1.7% | 2.6% | +10.2% |
| 9 | Focus Partners Wealth | 776,244 | $71.1M | 0.1% | 1.9% | +1.6% |
| 10 | UBS Group AG | 774,676 | $71.0M | 0.0% | 1.9% | +32.7% |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 690,732 | $63.3M | 0.8% | 1.7% | -10.9% |
| 12 | Cresset Asset Management, LLC | 650,970 | $59.6M | 0.2% | 1.6% | -1.4% |
| 13 | Wealthspire Advisors, LLC | 562,618 | $51.6M | 0.3% | 1.4% | +4.1% |
| 14 | Gerber Kawasaki Wealth & Investment Management | 519,296 | $47.6M | 1.3% | 1.3% | +3.4% |
| 15 | RAYMOND JAMES FINANCIAL INC | 496,885 | $45.5M | 0.0% | 1.2% | +11.6% |
| 16 | IMA Advisory Services, Inc.NEW | 491,513 | $45.0M | 2.8% | 1.2% | new |
| 17 | BLAIR WILLIAM & CO/IL | 480,198 | $44.0M | 0.1% | 1.2% | +15.9% |
| 18 | US BANCORP \DE\ | 382,478 | $35.0M | 0.0% | 1% | +0.7% |
| 19 | JPMORGAN CHASE & CO | 377,548 | $34.4M | 0.0% | 0.9% | +9.6% |
| 20 | GOLDMAN SACHS GROUP INC | 367,953 | $33.7M | 0.0% | 0.9% | +375.6% |
| 21 | TRUIST FINANCIAL CORP | 353,440 | $32.4M | 0.0% | 0.9% | +16.9% |
| 22 | Diesslin Group, Inc. | 351,000 | $32.2M | 12.4% | 0.9% | +20.5% |
| 23 | LPL Financial LLC | 281,070 | $25.8M | 0.0% | 0.7% | +30.9% |
| 24 | Badgley Phelps Wealth Managers, LLCNEW | 279,503 | $25.6M | 0.4% | 0.7% | new |
| 25 | WESTWOOD HOLDINGS GROUP INC | 274,856 | $25.2M | 0.2% | 0.7% | +5.3% |
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.