§ EQUITY
USDSMMV
ISHARES MSCI USA SMALL-CAP M
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
50 increased/new, 41 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 1.3M | 0.0% | +0% |
| MERCER GLOBAL ADVISORS INC /ADV | 356K | 0.0% | −19% |
| WEALTH MANAGEMENT RESOURCES, INC. | 280K | 4.2% | −0% |
| RAYMOND JAMES FINANCIAL INC | 250K | 0.0% | −4% |
| COMMONWEALTH EQUITY SERVICES, LLC | 169K | 0.0% | −2% |
| LPL Financial LLC | 135K | 0.0% | −18% |
◇ AC INTELLIGENCE
Top institutional owners for SMMV 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
OTHER60.8% · 103 holders
DEALER / BANK36.7% · 13 holders
QUALITY / COMPOUNDER1.6% · 3 holders
TACTICAL / MACRO0.7% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
PASSIVE / INDEX0.1% · 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 SMMV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SMMV yet.