§ EQUITY
USDSMLF
ISHARES US SMALLCAP EQUITY F
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
176 increased/new, 87 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Strategic Financial Services, Inc. | 3.8M | 13.8% | +1% |
| Charles Schwab Investment Mgmt | 2.6M | 0.0% | +508% |
| AMERIPRISE FINANCIAL INC | 2.0M | n/a | −18% |
| Wells Fargo & Company | 1.6M | n/a | +27% |
| Advance Capital Management, Inc. | 1.5M | 4.4% | n/a |
| LPL Financial LLC | 1.5M | 0.0% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for SMLF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER69.6% · 239 holders
DEALER / BANK13.5% · 19 holders
PASSIVE / INDEX8.4% · 2 holders
QUALITY / COMPOUNDER7.7% · 5 holders
INCOME / DEFENSIVE0.8% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SMLF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SMLF yet.