SMMD

iShares Russell 2500 ETF
$75.60-0.42 (-0.55%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.902164276947715e+288B

Total Value

$2.920002070001127e+229T

% of Float

Price History

$54.81$61.56$68.31$75.06$81.81Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GLENMEDE TRUST CO NA3,902,164$292.0M1.38%Share
2BANK OF AMERICA CORP /DE/2,769,477$207.0M0.02%Share
3FORT WASHINGTON INVESTMENT ADVISORS INC /OH/1,504,650$112.8M0.60%Share
4Align Financial, LLC88,055$88.1M0.05%Share
5FMR LLC877,125$65.0M0.00%Share
6COLDSTREAM CAPITAL MANAGEMENT INC847,846$63.0M0.81%Share
7Focus Partners Wealth757,995$56.0M0.06%Share
8CENTRAL TRUST Co722,065$54.1M1.06%Share
9Cresset Asset Management, LLC644,989$48.0M0.20%Share
10FIFTH THIRD BANCORP522,588$39.2M0.12%Share
11Wealthspire Advisors, LLC507,585$38.0M0.30%Share
12Gerber Kawasaki Wealth & Investment Management471,055$35.3M1.23%Share
13BLAIR WILLIAM & CO/IL479,957$35.0M0.09%Share
14UBS Group AG399,044$29.9M0.00%Share
15Kendall Capital Management352,861$26.4M5.53%Share
16BANK OF AMERICA CORP /DE/344,341$25.0M0.00%Share
17US BANCORP \DE\333,130$25.0M0.03%Share
18Vestmark Advisory Solutions, Inc.323,439$24.2M0.33%Share
19World Investment Advisors323,423$24.2M0.46%Share
20Wealthcare Advisory Partners LLC259,949$19.5M0.38%Share
21OSAIC HOLDINGS, INC.261,613$19.0M0.03%Share
22CONGRESS ASSET MANAGEMENT CO240,169$18.0M0.13%Share
23Heritage Family Offices, LLP224,834$16.8M7.66%Share
24WESTWOOD HOLDINGS GROUP INC202,058$15.1M0.12%Share
25ENVESTNET ASSET MANAGEMENT INC207,722$15.0M0.00%Share
26TRUIST FINANCIAL CORP196,079$14.7M0.02%Share
27SFAM, LLC176,929$13.3M12.12%Share
28CWA Asset Management Group, LLC173,504$13.0M0.47%Share
29BRIDGES INVESTMENT MANAGEMENT INC178,770$13.0M0.16%Share
30RAYMOND JAMES FINANCIAL INC181,404$13.0M0.00%Share
31LPL Financial LLC182,368$13.0M0.00%Share
32PALISADE CAPITAL MANAGEMENT, LP152,701$11.4M0.34%Share
33CITY NATIONAL BANK OF FLORIDA /MSD150,287$11.3M7.35%Share
34Curi Capital, LLC151,969$11.0M0.19%Share
35Orion Porfolio Solutions, LLC154,346$11.0M0.08%Share
36Berger Financial Group, Inc141,078$10.6M0.61%Share
37SigFig Wealth Management, LLC132,871$10.0M0.30%Share
38CATALYST FINANCIAL PARTNERS LLC128,255$9.6M1.07%Share
39CMH Wealth Management LLC126,254$9.5M2.03%Share
40HARBOR CAPITAL ADVISORS, INC.111,580$8.4M0.65%Share
41Rossby Financial, LCC109,786$8.2M2.54%Share
42Brio Consultants, LLC109,281$8.2M1.06%Share
43Janney Montgomery Scott LLC113,781$8.0M0.02%Share
44RAYMOND JAMES FINANCIAL INC119,360$8.0M0.00%Share
45BANK OF AMERICA CORP /DE/108,360$8.0M0.00%Share
46HighTower Advisors, LLC96,823$7.0M0.01%Share
47COMMONWEALTH EQUITY SERVICES, LLC105,684$7.0M0.01%Share
48CIBC WORLD MARKET INC.88,152$6.0M0.01%Share
49AMERICAN CAPITAL MANAGEMENT INC78,709$5.9M0.26%Share
50Benchmark Financial Wealth Advisors, LLC78,091$5.9M1.68%Share