ISHARES TR

$SMMD
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Institutional coverage

229 13F filers hold $SMMD.

13F holders
229
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

4 holders · Q1 2026

$SMMD is held by 4 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.03%, with an average of 0.02% of portfolio. Largest holder: TRUE Private Wealth Advisors 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
TRUE Private Wealth Advisors
0.03% held
α +23.4pts
02
RFG Advisory, LLC
0.02% held
α +16.2pts
03
Citigroup Inc.
0.00% held
α +26.3pts
04
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 229 · Source: 13F-HR
01
Glenmede Trust Co. NA
2.34% of portfolio
4,413,593 sh
02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
0.43% of portfolio
3,058,941 sh
03
Palisade Capital Management, LP
0.64% of portfolio
1,504,650 sh
04
Loomis Sayles & Co. L P
0.01% of portfolio
947,756 sh
05
TB Capital Gestao de Recursos Ltda.
—
940,389 sh
06
Gabelli Funds LLC
0.73% of portfolio
775,027 sh
07
Corre Partners Management, LLC
0.06% of portfolio
763,695 sh
08
Cresset Asset Management, LLC
0.19% of portfolio
604,108 sh
09
Genesis Wealth Advisors, LLC
0.32% of portfolio
540,334 sh
10
Freestate Advisors LLC
1.22% of portfolio
502,333 sh
See all 229 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SMMD 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 09:48 UTC.