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Ishares L Cap MB SEP ETF (SMAX)

CUSIP: 46438G588 | NYSE | 83 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

J. L. Bainbridge & Co., Inc.870,368
1.9% of portfolio›$24.8M
Client First Capital LLC143,186
1.6% of portfolio›$4.1M
FC Advisory LLC80,533
0.6% of portfolio›$2.3M
Grantvest Financial Group LLC72,441
1.2% of portfolio›$2.1M
Kestra Advisory Services, LLC38,898
0.0% of portfolio›$1.1M
Amplius Wealth Advisors, LLC37,001
0.1% of portfolio›$1.1M
JIM Saulnier & Associates, LLC36,141
0.4% of portfolio›$1.0M
Diversify Wealth Management, LLC28,651
0.0% of portfolio›$820.6K
Diversify Advisory Services, LLC28,651
0.0% of portfolio›$820.6K
Commonwealth Equity Services, LLC27,081
0.0% of portfolio›$771.3K
Blue Sky Capital Consultants Group, Inc.27,080
0.3% of portfolio›$771.2K
Atria Investments, Inc20,703
0.0% of portfolio›$589.6K
ARS Investment Partners, LLC19,900
0.0% of portfolio›$566.8K
Crown Wealth Group, LLC16,639
0.1% of portfolio›$473.9K
Kestra Investment Management, LLC16,508
0.0% of portfolio›$470.1K
Lifestyle Asset Management, Inc.14,528
0.1% of portfolio›$413.8K
Creative Planning13,994
0.0% of portfolio›$398.5K
Kestra Private Wealth Services, LLC9,000
0.0% of portfolio›$256.3K
Investment Partners Asset Management, Inc.8,522
0.1% of portfolio›$242.7K
Farther Finance Advisors, LLC7,488
0.0% of portfolio›$213.3K
Concurrent Investment Advisors, LLC7,197
0.0% of portfolio›$205.0K
Spire Wealth Management7,197
0.0% of portfolio›$205.0K
IFP Advisors, Inc196
0.0% of portfolio›$5.6K
Elevated Capital Advisors, LLC174
0.0% of portfolio›$5.0K
Kingdom Financial Group Llc.1
0.0% of portfolio›$25
StyleTurnoverLocationFiled
J. L. Bainbridge & Co., Inc.
870,368$24.8M1.9%GrowthLowSarasota, FL2026-10-20
Client First Capital LLC
143,186$4.1M1.6%ETFMediumSan Diego, CA2026-10-22
FC Advisory LLC
80,533$2.3M0.6%ETFVery LowWest Chester, PA2026-10-05
Grantvest Financial Group LLC
72,441$2.1M1.2%ETFLowMatawan, NJ2026-10-21
Kestra Advisory Services, LLC
38,898$1.1M0.0%CoreLowAustin, TX2026-11-02
Amplius Wealth Advisors, LLC
37,001$1.1M0.1%ETFLowBlue Bell, PA2026-10-20
JIM Saulnier & Associates, LLC
36,141$1.0M0.4%ETFLowFort Collins, CO2026-11-04
Diversify Wealth Management, LLC
28,651$820.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
28,651$820.6K0.0%GrowthLowSandy, UT2026-10-20
Commonwealth Equity Services, LLC
27,081$771.3K0.0%ETFLowWaltham, MA2026-11-02
Blue Sky Capital Consultants Group, Inc.
27,080$771.2K0.3%GrowthMediumPoway, CA2026-10-13
Atria Investments, Inc
20,703$589.6K0.0%CoreMediumCharlotte, NC2026-10-15
ARS Investment Partners, LLC
19,900$566.8K0.0%GrowthMediumNew York, NY2026-11-05
Crown Wealth Group, LLC
16,639$473.9K0.1%ETFMediumCharlotte, NC2026-10-19
Kestra Investment Management, LLC
16,508$470.1K0.0%ETFMediumAustin, TX2026-11-04
Lifestyle Asset Management, Inc.
14,528$413.8K0.1%ETFHighFriendswood, TX2026-10-20
Creative Planning
13,994$398.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Private Wealth Services, LLC
9,000$256.3K0.0%GrowthLowAustin, TX2026-10-30
Investment Partners Asset Management, Inc.
8,522$242.7K0.1%CoreLowMetuchen, NJ2026-10-09
Farther Finance Advisors, LLC
7,488$213.3K0.0%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
7,197$205.0K0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
7,197$205.0K0.0%GrowthMediumMclean, VA2026-10-30
IFP Advisors, Inc
196$5.6K0.0%GrowthLowTampa, FL2026-10-16
Elevated Capital Advisors, LLC
174$5.0K0.0%ETFMediumSandy, UT2026-11-04
Kingdom Financial Group Llc.
1$250.0%ETFMediumPeoria, AZ2026-11-04