Who owns iShares MSCI USA Small-Cap Min Vol Factor ETF?
Institutional ownership of SMMV from SEC Form 13F filings across 98 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.
98
13F holders
$174.1M
value, 2026 filers
64.3%
of shares outstanding (4.0M sh)
10
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 SMMV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1.2M | $56.9M | 0.0% | 20.1% | -1.8% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 335,600 | $15.5M | 0.0% | 5.5% | -5.6% |
| 3 | WEALTH MANAGEMENT RESOURCES, INC. | 284,437 | $13.1M | 4.0% | 4.6% | +1.7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 250,164 | $11.5M | 0.0% | 4.1% | +0.2% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 166,293 | $7.7M | 0.0% | 2.7% | -1.7% |
| 6 | LPL Financial LLC | 153,476 | $7.1M | 0.0% | 2.5% | +14.1% |
| 7 | ROYAL BANK OF CANADA | 128,825 | $5.9M | 0.0% | 2.1% | +61.9% |
| 8 | Cambridge Investment Research Advisors, Inc. | 96,564 | $4,446 | 0.0% | 1.6% | +91.1% |
| 9 | Creative Planning | 77,714 | $3.6M | 0.0% | 1.3% | -4.2% |
| 10 | Advisory Services Network, LLC | 67,614 | $3.1M | 0.0% | 1.1% | -4.3% |
| 11 | UBS Group AG | 67,183 | $3.1M | 0.0% | 1.1% | -0.3% |
| 12 | AMERIPRISE FINANCIAL INC | 65,523 | $3.0M | 0.0% | 1.1% | -0.4% |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | 64,384 | $3.0M | 0.0% | 1% | -2.9% |
| 14 | Integrated Wealth Concepts LLC | 63,284 | $2.9M | 0.0% | 1% | +102.1% |
| 15 | GOLDMAN SACHS GROUP INC | 62,815 | $2.9M | 0.0% | 1% | +13.6% |
| 16 | JPMORGAN CHASE & CO | 60,443 | $2.8M | 0.0% | 1% | -4.1% |
| 17 | Modern Wealth Management, LLC | 59,023 | $2.7M | 0.0% | 1% | -13.7% |
| 18 | Ascentis Wealth Management, LLC | 48,486 | $62,013 | 0.0% | 0.8% | +11783.8% |
| 19 | CITADEL ADVISORS LLC | 48,071 | $2.2M | 0.0% | 0.8% | +49.6% |
| 20 | WELLS FARGO & COMPANY/MN | 45,646 | $2.1M | 0.0% | 0.7% | -8.5% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 41,711 | $1.9M | 0.0% | 0.7% | -7.1% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,714 | $1.7M | 0.0% | 0.6% | +53.4% |
| 23 | TWO SIGMA INVESTMENTS, LP | 31,100 | $1.4M | 0.0% | 0.5% | -15.0% |
| 24 | REGATTA CAPITAL GROUP, LLC | 30,632 | $1.4M | 0.2% | 0.5% | +14.8% |
| 25 | Kestra Advisory Services, LLC | 28,350 | $1.3M | 0.0% | 0.5% | -61.1% |
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.