SMLF · Insider trading · 13F holders · Congress trades
Ishares Tr (SMLF)
Who is buying and selling SMLF: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 67
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMLF at a glance
- No open-market insider purchases or sales of SMLF were filed in the last 90 days.
- 67 13F filers hold SMLF among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Fox Financial, Inc (16.4%), Strategic Financial Services, Inc. (14.8%) and Pacific Center for Financial Services (6.6%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in SMLF.
SMLF insider trading
No open-market insider purchases or sales of SMLF were filed in the last 90 days.
Who owns SMLF? Hedge funds and superinvestors
67 13F filers hold SMLF among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Fox Financial, Inc (16.4%), Strategic Financial Services, Inc. (14.8%) and Pacific Center for Financial Services (6.6%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc.Wealth manager | 14.8% | $336.8M | 3,777,784 | -1.5% shares | Q2 2026 |
| Advance Capital Management, Inc.Wealth manager | 4.3% | $131.6M | 1,476,512 | -4.5% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 1.2% | $114.2M | 1,280,840 | -4.0% shares | Q2 2026 |
| Acropolis Investment Management, LLCWealth manager | 3.3% | $81.9M | 980,722 | -0.2% shares | Q3 2026 |
| Modern Wealth Management, LLCWealth manager | 0.9% | $72.1M | 809,068 | +10.2% shares | Q2 2026 |
| Annex Advisory Services, LLCWealth manager | 1.0% | $58.7M | 702,146 | +12.3% shares | Q3 2026 |
| Clearwater Capital Advisors, LLCWealth manager | 3.1% | $42.3M | 474,741 | -0.9% shares | Q2 2026 |
| Cornerstone Planning Group LLCWealth manager | 5.2% | $42.1M | 493,412 | +2.6% shares | Q3 2026 |
| Financial Management Professionals, Inc.Wealth manager | 3.8% | $39.9M | 477,122 | +0.5% shares | Q3 2026 |
| Ullmann Wealth Partners Group, LLCWealth manager | 3.5% | $38.4M | 430,738 | -0.5% shares | Q2 2026 |
| Pacific Center for Financial ServicesWealth manager | 6.6% | $31.7M | 378,857 | +0.0% shares | Q3 2026 |
| Madison Wealth Partners, IncWealth manager | 3.6% | $28.4M | 319,045 | +4.6% shares | Q2 2026 |
| River Wealth Advisors LLCWealth manager | 2.9% | $28.1M | 315,394 | -0.8% shares | Q2 2026 |
| Fox Financial, IncWealth manager | 16.4% | $22.9M | 274,455 | -2.4% shares | Q3 2026 |
| Reston Wealth Management LLCWealth manager | 5.9% | $21.6M | 258,441 | -2.4% shares | Q3 2026 |
| Integrity Alliance, LLC.Wealth manager | 0.7% | $21.6M | 257,974 | -0.7% shares | Q3 2026 |
| YHB Investment Advisors, Inc.Wealth manager | 1.2% | $19.2M | 229,923 | +3.5% shares | Q3 2026 |
| Family Office Research LLCWealth manager | 6.6% | $17.2M | 205,977 | +0.5% shares | Q3 2026 |
| AssuredPartners Investment Advisors, LLCInstitutional asset manager | 1.4% | $14.7M | 165,459 | +1.4% shares | Q2 2026 |
| Ptm Wealth Management, LLCWealth manager | 6.0% | $14.1M | 165,021 | +2.5% shares | Q3 2026 |
| AllGen Financial Advisors, Inc.Wealth manager | 2.9% | $13.4M | 150,295 | -2.2% shares | Q2 2026 |
| Evolve Private Wealth, LLCWealth manager | 0.8% | $13.2M | 148,407 | +1.5% shares | Q2 2026 |
| Weil Company, Inc.Wealth manager | 2.0% | $11.5M | 137,431 | +12.9% shares | Q3 2026 |
| TRB Wealth Management, LLCInstitutional asset manager | 1.5% | $11.3M | 126,394 | +0.0% shares | Q2 2026 |
| Redhawk Wealth Advisors, Inc.Wealth manager | 1.1% | $10.7M | 128,282 | +37.4% shares | Q3 2026 |
| Cozad Asset Management IncWealth manager | 0.7% | $10.4M | 116,659 | +1.5% shares | Q2 2026 |
| Denver PWM, LLCWealth manager | 3.2% | $9.5M | 113,867 | +6.4% shares | Q3 2026 |
| Wingate Wealth Advisors, Inc.Wealth manager | 3.8% | $9.1M | 109,493 | +1.5% shares | Q3 2026 |
| FLC Capital AdvisorsWealth manager | 1.5% | $9.1M | 102,093 | -0.9% shares | Q2 2026 |
| Schmidt P J Investment Management IncAsset manager | 1.3% | $8.6M | 96,529 | +4.4% shares | Q2 2026 |
The 30 largest of 67 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 34). Screen SMLF in the grand portfolio →
SMLF stock trades by members of Congress
No member of Congress has disclosed a trade in SMLF.
SMLF questions and answers
Are insiders buying SMLF stock?
No open-market insider purchases or sales of SMLF were filed in the last 90 days.
Which hedge funds own SMLF?
67 13F filers hold SMLF among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Fox Financial, Inc (16.4%), Strategic Financial Services, Inc. (14.8%) and Pacific Center for Financial Services (6.6%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded SMLF?
No member of Congress has disclosed a trade in SMLF.
Who is the largest holder of SMLF?
Among 13F filers, Strategic Financial Services, Inc. reports the largest SMLF position, $336.8M (3,777,784 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Fox Financial, Inc's: 16.4% of its portfolio.
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