SMMD · Insider trading · 13F holders · Congress trades
Ishares Tr (SMMD)
Who is buying and selling SMMD: 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
- 45
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMMD at a glance
- No open-market insider purchases or sales of SMMD were filed in the last 90 days.
- 45 13F filers hold SMMD among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Ulrich Consultants & Investment Group, LLC (17.2%), Sfam, LLC (12.7%) and Diesslin Group, Inc. (12.3%). In their latest 13Fs, 2 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in SMMD.
SMMD insider trading
No open-market insider purchases or sales of SMMD were filed in the last 90 days.
Who owns SMMD? Hedge funds and superinvestors
45 13F filers hold SMMD among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Ulrich Consultants & Investment Group, LLC (17.2%), Sfam, LLC (12.7%) and Diesslin Group, Inc. (12.3%). In their latest 13Fs, 2 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Glenmede Trust Co NaBank & trust | 1.9% | $439.0M | 4,790,919 | +8.5% shares | Q2 2026 |
| Fifth Third BancorpBank & trust | 0.5% | $318.9M | 3,480,115 | +13.8% shares | Q2 2026 |
| CENTRAL TRUST CoBank & trust | 1.7% | $95.9M | 1,046,455 | +10.2% shares | Q2 2026 |
| Coldstream Capital Management IncWealth manager | 0.8% | $63.3M | 690,732 | -10.9% shares | Q2 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 1.2% | $47.5M | 555,455 | +7.0% shares | Q3 2026 |
| IMA Advisory Services, Inc.Institutional asset manager | 2.8% | $45.0M | 491,513 | — | Q2 2026 |
| Badgley Phelps Wealth Managers, LLCWealth manager | 0.6% | $34.1M | 399,247 | — | Q3 2026 |
| Diesslin Group, Inc.Wealth manager | 12.3% | $31.3M | 366,538 | +4.4% shares | Q3 2026 |
| CWA Asset Management Group, LLCWealth manager | 0.6% | $20.0M | 233,445 | +13.8% shares | Q3 2026 |
| Ulrich Consultants & Investment Group, LLCInvestment manager | 17.2% | $17.2M | 201,207 | New | Q3 2026 |
| SigFig Wealth Management, LLCWealth manager | 0.4% | $17.0M | 199,162 | +12.6% shares | Q3 2026 |
| Brio Consultants, LLCWealth manager | 1.9% | $16.2M | 176,437 | +2.0% shares | Q2 2026 |
| Catalyst Financial Partners LLCWealth manager | 1.6% | $15.8M | 172,778 | +5.2% shares | Q2 2026 |
| Sfam, LLCInstitutional asset manager | 12.7% | $15.5M | 169,317 | -3.6% shares | Q2 2026 |
| Berger Financial Group, IncWealth manager | 0.7% | $13.0M | 142,271 | -0.8% shares | Q2 2026 |
| Dimension Capital Management LLCHedge fund | 1.5% | $12.9M | 140,441 | — | Q2 2026 |
| Rossby Financial, LCCInvestment manager | 2.3% | $12.5M | 136,447 | +8.1% shares | Q2 2026 |
| CMH Wealth Management LLCWealth manager | 1.7% | $11.4M | 133,816 | +5.3% shares | Q3 2026 |
| Harbor Capital Advisors, Inc.Mutual fund manager | 0.7% | $10.8M | 125,765 | -16.7% shares | Q3 2026 |
| Rogco, LPInvestment manager | 3.1% | $10.3M | 112,165 | +0.9% shares | Q2 2026 |
| Benchmark Financial Wealth Advisors, LLCWealth manager | 2.1% | $8.7M | 102,075 | +10.7% shares | Q3 2026 |
| Heritage Family Offices, LLPWealth manager | 3.2% | $8.2M | 89,987 | -41.0% shares | Q2 2026 |
| Arcadia Investment Advisors LLCWealth manager | 3.1% | $7.4M | 86,718 | +857.6% shares | Q3 2026 |
| Kendall Capital ManagementWealth manager | 1.0% | $6.3M | 73,459 | -0.2% shares | Q3 2026 |
| James J. Burns & Company, LLCWealth manager | 0.7% | $6.3M | 73,441 | +0.3% shares | Q3 2026 |
| WorthPointe, LLCWealth manager | 1.3% | $5.0M | 54,641 | +5.4% shares | Q2 2026 |
| City National Bank of Florida /msdBank & trust | 2.1% | $5.0M | 54,265 | -1.2% shares | Q2 2026 |
| Guidance Capital, IncWealth manager | 0.9% | $4.1M | 45,832 | +7.6% shares | Q2 2026 |
| Evernest Financial Advisors, LLCWealth manager | 0.6% | $3.0M | 32,492 | +0.0% shares | Q2 2026 |
| Qp Wealth Management, LLCWealth manager | 4.4% | $2.9M | 33,831 | -0.6% shares | Q3 2026 |
The 30 largest of 45 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 25). Screen SMMD in the grand portfolio →
SMMD stock trades by members of Congress
No member of Congress has disclosed a trade in SMMD.
SMMD questions and answers
Are insiders buying SMMD stock?
No open-market insider purchases or sales of SMMD were filed in the last 90 days.
Which hedge funds own SMMD?
45 13F filers hold SMMD among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Ulrich Consultants & Investment Group, LLC (17.2%), Sfam, LLC (12.7%) and Diesslin Group, Inc. (12.3%). In their latest 13Fs, 2 managers opened a new position and 16 added to one.
Has Congress traded SMMD?
No member of Congress has disclosed a trade in SMMD.
Who is the largest holder of SMMD?
Among 13F filers, Glenmede Trust Co Na reports the largest SMMD position, $439.0M (4,790,919 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Ulrich Consultants & Investment Group, LLC's: 17.2% of its portfolio.
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