SMLF ISHARES TR: institutional ownership and insider trading

319 funds reported holding $3.50B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $230M, with 45 new positions and 13 funds selling out.

Famous investors holding SMLF

Largest institutional holders of SMLF

  1. Strategic Financial Services, Inc. — $337M
  2. CHARLES SCHWAB INVESTMENT MANAGEMENT INC — $289M
  3. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $272M
  4. AMERIPRISE FINANCIAL INC (AMP) — $194M
  5. LPL Financial LLC — $142M
  6. Advance Capital Management, Inc. — $132M
  7. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $127M
  8. Valmark Advisers, Inc. — $114M
  9. Acropolis Investment Management, LLC — $81.9M
  10. Cetera Investment Advisers — $74.2M

All SMLF 13F holders