Ishares L Cap Mb Sep ETF
$28.280%
-$10.8M
Net Activity
-19.24% total shares
Institutions Holding
38
Popularity Rank
#6879
Avg Weight
0.18%
Total Value
$52.0M
38 institutions currently hold SMAX, with 12 net buyers and 15 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
15
Net Buying Institutions
12
Top 5 by Value
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Across its top 20 institutional holders, SMAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 26/100).
SMAX ranks #6879 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
38 institutions disclose a position in SMAX, but none treat it as a major bet — even J. L. Bainbridge & Co., Inc., its most concentrated holder, allocates just 2.1% of its own portfolio to it.
Envestnet Asset Management Inc has added to its SMAX position for two straight quarters, increasing it by $427.9K to reach $1.2M today.
J. L. Bainbridge & Co., Inc. has trimmed its SMAX position for two straight quarters, cutting it by $23.0M while still holding $26.4M.
SMAX is up 0% today, but institutions show net selling of $10.8M this quarter — a divergence between today's price move and the underlying institutional flow.
+$3.2M
Total Buy Value
$15.1M
Total Sell Value
12
Net Buyers
15
Net Sellers
SMAX
Q2 2026
Top 5 Institutional Movers
-$11.1M
-$1.5M
-$515.6K
+$444.1K
SMAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46438G588
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Access SMAX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SMAXCLI
npx alphasmo stocks get SMAX