SMMD Institutional Ownership
iShares Russell 2500 ETF
1W: +0.0%
1M: -3.3%
3M: -4.8%
YTD: +14.1%
1Y: +17.7%
3Y: +65.3%
5Y: +40.4%
$86.63
+0.75 (+0.87%)
Weekly Expected Move ±1.5%
$84
$85
$87
$88
$89
Overview
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Institutional Ownership — SMMD
273
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
40
New Positions
118
Increased
76
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (292 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 4,790,919 | $415M | +377,326 | +8.5% | 3Q | SEC ↗ |
| 2 | FIFTH THIRD BANCORP | 3,480,115 | $301M | +421,174 | +13.8% | 15Q | SEC ↗ |
| 3 | BANK OF MONTREAL /CAN | 2,323,554 | $201M | +593,339 | +34.3% | 8Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 1,760,471 | $153M | -355,566 | -16.8% | 15Q | SEC ↗ |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS IN | 1,504,650 | $130M | — | +0.0% | 9Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP NEW | 1,085,260 | $94M | — | +0.0% | 1Q | SEC ↗ |
| 7 | FMR LLC | 1,082,560 | $94M | +142,171 | +15.1% | 24Q | SEC ↗ |
| 8 | CENTRAL TRUST Co | 1,046,455 | $91M | +96,777 | +10.2% | 21Q | SEC ↗ |
| 9 | Focus Partners Wealth | 776,244 | $67M | +12,549 | +1.6% | 11Q | SEC ↗ |
| 10 | UBS Group AG | 774,676 | $67M | +190,805 | +32.7% | 25Q | SEC ↗ |
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 690,732 | $60M | -84,295 | -10.9% | 15Q | SEC ↗ |
| 12 | Cresset Asset Management, LLC | 650,970 | $56M | -9,069 | -1.4% | 20Q | SEC ↗ |
| 13 | Wealthspire Advisors, LLC | 562,618 | $49M | +22,284 | +4.1% | 17Q | SEC ↗ |
| 14 | Gerber Kawasaki Wealth & Investment Ma | 519,296 | $45M | +16,963 | +3.4% | 5Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 496,885 | $43M | +51,822 | +11.6% | 7Q | SEC ↗ |
| 16 | IMA Advisory Services, Inc. NEW | 491,513 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BLAIR WILLIAM & CO/IL | 480,198 | $42M | +65,787 | +15.9% | 22Q | SEC ↗ |
| 18 | US BANCORP \DE | 382,478 | $33M | +2,618 | +0.7% | 26Q | SEC ↗ |
| 19 | JPMORGAN CHASE & CO | 377,548 | $33M | +33,215 | +9.6% | 15Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 367,953 | $32M | +290,579 | +375.6% | 7Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 353,440 | $31M | +51,160 | +16.9% | 21Q | SEC ↗ |
| 22 | Diesslin Group, Inc. | 351,000 | $30M | +59,807 | +20.5% | 3Q | SEC ↗ |
| 23 | LPL Financial LLC | 281,070 | $24M | +66,280 | +30.9% | 31Q | SEC ↗ |
| 24 | Badgley Phelps Wealth Managers, LLC NEW | 279,503 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 25 | WESTWOOD HOLDINGS GROUP INC | 274,856 | $24M | +13,889 | +5.3% | 4Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 273,676 | $24M | +202,550 | +284.8% | 26Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 264,669 | $23M | -11,674 | -4.2% | 22Q | SEC ↗ |
| 28 | Wealthcare Advisory Partners LLC | 257,371 | $22M | -14,390 | -5.3% | 8Q | SEC ↗ |
| 29 | CWA Asset Management Group, LLC | 205,082 | $18M | +17,942 | +9.6% | 8Q | SEC ↗ |
| 30 | Curi Capital, LLC | 203,409 | $18M | +47,778 | +30.7% | 6Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 189,531 | $16M | +57,136 | +43.2% | 17Q | SEC ↗ |
| 32 | SigFig Wealth Management, LLC | 176,920 | $15M | +19,676 | +12.5% | 11Q | SEC ↗ |
| 33 | Brio Consultants, LLC | 176,437 | $15M | +3,392 | +2.0% | 17Q | SEC ↗ |
| 34 | CATALYST FINANCIAL PARTNERS LLC | 172,778 | $15M | +8,586 | +5.2% | 10Q | SEC ↗ |
| 35 | SFAM, LLC | 169,317 | $15M | -6,291 | -3.6% | 3Q | SEC ↗ |
| 36 | World Investment Advisors | 162,754 | $14M | -319 | -0.2% | 9Q | SEC ↗ |
| 37 | Vestmark Advisory Solutions, Inc. | 160,337 | $14M | -2,752 | -1.7% | 6Q | SEC ↗ |
| 38 | HARBOR CAPITAL ADVISORS, INC. | 150,910 | $13M | +147,242 | +4014.2% | 6Q | SEC ↗ |
| 39 | AMERIPRISE FINANCIAL INC | 150,641 | $13M | +100,748 | +201.9% | 9Q | SEC ↗ |
| 40 | Berger Financial Group, Inc | 142,271 | $12M | -1,187 | -0.8% | 14Q | SEC ↗ |
| 41 | DIMENSION CAPITAL MANAGEMENT LLC | 140,441 | $12M | +136,776 | +3732.0% | 7Q | SEC ↗ |
| 42 | Rossby Financial, LCC | 136,447 | $12M | +10,233 | +8.1% | 7Q | SEC ↗ |
| 43 | CONGRESS ASSET MANAGEMENT CO | 133,716 | $12M | -105,359 | -44.1% | 12Q | SEC ↗ |
| 44 | HighTower Advisors, LLC | 128,158 | $11M | +31,820 | +33.0% | 17Q | SEC ↗ |
| 45 | CMH Wealth Management LLC | 127,138 | $11M | +2,087 | +1.7% | 15Q | SEC ↗ |
| 46 | CIBC WORLD MARKET INC. | 122,982 | $11M | -170 | -0.1% | 3Q | SEC ↗ |
| 47 | Cerity Partners LLC | 122,893 | $11M | +90,959 | +284.8% | 11Q | SEC ↗ |
| 48 | ROGCO, LP | 112,165 | $10M | +1,054 | +0.9% | 2Q | SEC ↗ |
| 49 | ROYAL BANK OF CANADA | 111,704 | $10M | +76,235 | +214.9% | 32Q | SEC ↗ |
| 50 | JOHNSON INVESTMENT COUNSEL INC | 110,932 | $10M | +93,588 | +539.6% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1,085,260 | $94M |
| IMA Advisory Services, Inc. | 491,513 | $43M |
| Badgley Phelps Wealth Managers, LLC | 279,503 | $24M |
| Pacific Excel Wealth Advisors, Inc. | 89,987 | $8M |
| Concurrent Investment Advisors, LLC | 87,039 | $8M |
| Advisory Solutions Group, LLC | 24,900 | $2M |
| TOUNJIAN ADVISORY PARTNERS, LLC | 24,573 | $2M |
| Prepared Retirement Institute LLC | 20,344 | $2M |
| Fidelis Wealth Advisors LLC | 14,122 | $1M |
| Chevy Chase Trust Holdings, LLC | 11,885 | $1M |
| Talisman Wealth Advisors LLC | 10,168 | $881K |
| Diversify Advisory Services, LLC | 9,939 | $861K |
| ARCADIA INVESTMENT ADVISORS LLC | 9,056 | $785K |
| Keeler Thomas Management LLC | 6,175 | $535K |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,610 | $486K |
| Advisors Preferred, LLC | 5,600 | $485K |
| NBH Bank | 4,881 | $423K |
| Vann Equity Management LLC | 4,835 | $419K |
| MONEY CONCEPTS CAPITAL CORP | 4,458 | $386K |
| TRED AVON FAMILY WEALTH, LLC | 4,265 | $369K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT INC | 184,192 | $16M |
| PALISADE CAPITAL MANAGEMENT, LP | 152,701 | $13M |
| AMERICAN CAPITAL MANAGEMENT INC | 78,709 | $7M |
| Sepio Capital, LP | 67,359 | $6M |
| CITADEL ADVISORS LLC | 57,901 | $5M |
| BAMCO INC /NY | 51,896 | $4M |
| JANE STREET GROUP, LLC | 47,738 | $4M |
| FLOW TRADERS U.S. LLC | 44,952 | $4M |
| Strong Tower Advisory Services | 12,419 | $1M |
| NEW SOUTH CAPITAL MANAGEMENT INC | 11,825 | $1M |
| OLD NATIONAL BANCORP /IN | 8,977 | $778K |
| Hilton Capital Management, LLC | 6,752 | $585K |
| TRUST CO OF OKLAHOMA | 5,785 | $501K |
| NORDEN GROUP LLC | 4,800 | $416K |
| IHT Wealth Management, LLC | 4,396 | $381K |
| Value Investment Professionals, LLC | 3,750 | $325K |
| Murphy, Middleton, Hinkle & Parker, | 3,584 | $310K |
| Red Mountain Financial, LLC | 2,931 | $254K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 2,903 | $251K |
| Compound Planning, Inc. | 2,783 | $241K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF MONTREAL /CAN | +593,339 | +34.3% | 2,323,554 |
| FIFTH THIRD BANCORP | +421,174 | +13.8% | 3,480,115 |
| GLENMEDE TRUST CO NA | +377,326 | +8.5% | 4,790,919 |
| GOLDMAN SACHS GROUP INC | +290,579 | +375.6% | 367,953 |
| OSAIC HOLDINGS, INC. | +202,550 | +284.8% | 273,676 |
| UBS Group AG | +190,805 | +32.7% | 774,676 |
| HARBOR CAPITAL ADVISORS, INC. | +147,242 | +4014.2% | 150,910 |
| FMR LLC | +142,171 | +15.1% | 1,082,560 |
| DIMENSION CAPITAL MANAGEMENT LLC | +136,776 | +3732.0% | 140,441 |
| AMERIPRISE FINANCIAL INC | +100,748 | +201.9% | 150,641 |
| CENTRAL TRUST Co | +96,777 | +10.2% | 1,046,455 |
| JOHNSON INVESTMENT COUNSEL INC | +93,588 | +539.6% | 110,932 |
| Cerity Partners LLC | +90,959 | +284.8% | 122,893 |
| ROYAL BANK OF CANADA | +76,235 | +214.9% | 111,704 |
| LPL Financial LLC | +66,280 | +30.9% | 281,070 |
| BLAIR WILLIAM & CO/IL | +65,787 | +15.9% | 480,198 |
| CIBC Bancorp USA Inc. | +61,860 | +292.5% | 83,006 |
| Diesslin Group, Inc. | +59,807 | +20.5% | 351,000 |
| Janney Montgomery Scott LLC | +57,136 | +43.2% | 189,531 |
| RAYMOND JAMES FINANCIAL INC | +51,822 | +11.6% | 496,885 |