Public ownership evidence

iShares U.S. Small Cap Equity Factor ETF (SMLF) Ownership Disclosures

Read SMLF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Small Cap Equity Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
AFFINITY WEALTH LLC
Report period
2025-12-31
Available
2026-08-27
Reported shares
23
Value (USD)
$1,722
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002111764-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMLF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMLF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

AFFINITY WEALTH LLC2025-12-312026-08-2723$1,722None
Strategic Financial Services, Inc.2026-06-302026-08-253,777,784$336,751,693None
Kingsview Wealth Management, LLC2026-06-302026-08-2014,687$1,309,199None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20147,559$13,153,424None
Beacon Pointe Advisors, LLC2026-06-302026-08-19187,571$16,720,065None
Denver PWM, LLC2026-06-302026-08-19106,982$9,695,820None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1874,843$6,667,640None
Equitable Holdings, Inc.2026-06-302026-08-1863,104$5,625,127None
Modern Wealth Management, LLC2026-06-302026-08-15808,975$72,111,994None
Modern Wealth Management, LLC2026-06-302026-08-1593$8,290None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-152,685$239,341None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-152,265$201,902None
NFSG Corp2026-06-302026-08-1550$4,457None
WCG Wealth Advisors LLC2026-06-302026-08-15152,433$13,587,871None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-153,244,719$289,234,252None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-153,244,719$289,234,252None
Qube Research & Technologies Ltd2026-06-302026-08-15647$57,674None
IFG Advisory, LLC2026-06-302026-08-154,759$424,193None
OSAIC HOLDINGS, INC.2026-06-302026-08-15432$38,508None
OSAIC HOLDINGS, INC.2026-06-302026-08-15239,617$21,359,451None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,065$718,946None
OSAIC HOLDINGS, INC.2026-06-302026-08-15216,336$19,293,081None
JANE STREET GROUP, LLC2026-06-302026-08-159,004$802,617None
HRT FINANCIAL LP2026-06-302026-08-153,560$317,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,451$575,042None
Medallion Wealth Advisors, LLC2026-06-302026-08-15656$49,325None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15183$16,322None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$89None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$90None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,959None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$90None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1579$7,017None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$359None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15188$16,733None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$379None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152$181None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1537$3,264None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1527$2,442None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,302$116,072None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1527$2,437None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1541$3,617None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514$1,268None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1558$5,169None
BROWN ADVISORY INC2026-06-302026-08-1516,792$1,496,839None
&PARTNERS2026-06-302026-08-1565,269$5,818,071None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-152,587$230,605None
Thrivent Financial for Lutherans2026-06-302026-08-154,323$385,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1559$5,197None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,172$104,504None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1514,621$1,303,316None

90-day public filing window, up to 50 source positions.

AFFINITY WEALTH LLC ↗Strategic Financial Services, Inc. ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Denver PWM, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Modern Wealth Management, LLC ↗Modern Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.