ISHARES TR

$SMLF
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Smart money positioned

5 of the Top-200 alpha managers hold $SMLF as of the latest 13F snapshot.

13F holders
268
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$SMLF is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.03%, with an average of 0.01% of portfolio. Largest holder: Principal Securities, Inc. at 0.03%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principal Securities, Inc.
0.03% held
α +21.3pts
02
ProVise Management Group, LLC
0.02% held
α +11.2pts
03
Costello Asset Management, INC
0.00% held
α +14.3pts
04
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 268 · Source: 13F-HR
01
Scheer, Rowlett & Associates Investment Management Ltd.
13.79% of portfolio
3,836,442 sh
02
State Farm Mutual Automobile Insurance Co.
0.04% of portfolio
2,879,000 sh
03
Strs Ohio
0.03% of portfolio
2,584,398 sh
04
Taurus Asset Management, LLC
3.27% of portfolio
1,958,090 sh
05
Institute for Wealth Management, LLC.
4.42% of portfolio
1,545,786 sh
06
Taconic Capital Advisors LP
0.03% of portfolio
1,544,842 sh
07
Delta Global Management LP
0.96% of portfolio
1,467,762 sh
08
Valmark Advisers, Inc.
1.12% of portfolio
1,211,401 sh
09
Sheaff Brock Investment Advisors, LLC
0.03% of portfolio
862,314 sh
10
TB Capital Gestao de Recursos Ltda.
—
782,568 sh
See all 268 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SMLF in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SMLF in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:48 UTC.