Inst. Holders
50 funds
SM
SMMD
ISHARES TR
$86.67 ▲ +0.92%
Prev close $85.8824 New Institutional Positions6 Institutional Exits
Snapshot
The big-picture read on SMMD right now — valuation, ownership and activity at a glance.
Inst. Value
$2.3B
Inst. Activity
24 buys / 6 sells
SEC Reports
1
Price chart 30d -3.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Short Volume: SMMD — 88.8% short (0.6M / 0.6M)
Short: 560,046 | Exempt: 127 | TRF Vol: 630,544 | Short Ratio: 88.8% | Off-exchange volume (dark poo
Jun 30, 2026 Inst.
BANK OF MONTREAL /CAN/ — ADD
2,323,554 shares ($212.9M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC WELLINGTON MANAGEMENT GROUP LLP — NEW
1,085,260 shares ($99.4M)
Four institutional investors, including BofA, Wells Fargo, Morgan Stanley, and Ameriprise Financial, increased their pos
INST-CLUSTER — Impact 4/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: SMMD — 88.8% short (0.6M / 0.6M)
Short: 560,046 | Exempt: 127 | TRF Vol: 630,544 | Short Ratio: 88.8% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: SMMD — 83,045 shares ($7.4M) failed to deliver
Settlement: 20260914, Price: $88.60, FTD Value: $7,357,787, ISHARES TR RUSSELL 2500 ETF
Sep 7, 2026
dark_pool
Dark Pool: SMMD — 0.2M shares, 2,423 trades
Week starting 2026-09-07. Total ATS volume: 232,802 shares across 2,423 trades.
Sep 3, 2026
ftd
FTD: SMMD — 47,560 shares ($4.3M) failed to deliver
Settlement: 20260903, Price: $89.91, FTD Value: $4,276,119.6, ISHARES TR RUSSELL 2500 ETF
Aug 31, 2026
dark_pool
Dark Pool: SMMD — 0.3M shares, 2,801 trades
Week starting 2026-08-31. Total ATS volume: 269,097 shares across 2,801 trades.
Institutional ownership
Which big funds own SMMD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.3B total value (24,585,447 shares) as of 2026-Q2. Top holders: GLENMEDE, FIFTH, BANK. Net buying activity: 24 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| GLENMEDE TRUST CO NA | 4,790,919 | $439.0M | 19.5% | — |
| FIFTH THIRD BANCORP | 3,480,115 | $318.9M | 14.2% | DOUBLED +485.3% |
| BANK OF MONTREAL /CAN/ | 2,323,554 | $212.9M | 9.5% | ADD +34.3% |
| BANK OF AMERICA CORP /DE/ | 1,760,471 | $161.3M | 7.2% | TRIM -34.7% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1,504,650 | $137.9M | 6.1% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 1,085,260 | $99.4M | 4.4% | NEW |
| FMR LLC | 1,082,560 | $99.2M | 4.4% | — |
| Focus Partners Wealth | 776,244 | $71.1M | 3.2% | — |
| UBS Group AG | 774,676 | $71.0M | 3.2% | ADD +32.7% |
| Cresset Asset Management, LLC | 650,970 | $59.6M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | ADD | 1,730,215 | 2,323,554 | +34.3% | $212.9M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | — | 1,085,260 | — | $99.4M |
| UBS Group AG | ADD | 583,871 | 774,676 | +32.7% | $71.0M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 77,374 | 367,953 | +375.6% | $33.7M |
| LPL Financial LLC | ADD | 214,790 | 281,070 | +30.9% | $25.8M |
| OSAIC HOLDINGS, INC. | DOUBLED | 71,126 | 273,676 | +284.8% | $25.1M |
| AMERIPRISE FINANCIAL INC | DOUBLED | 49,893 | 150,641 | +201.9% | $13.8M |
| CONGRESS ASSET MANAGEMENT CO | TRIM | 239,075 | 133,716 | -44.1% | $12.3M |
| HighTower Advisors, LLC | ADD | 96,338 | 128,158 | +33.0% | $11.7M |
| Cerity Partners LLC | DOUBLED | 31,934 | 122,893 | +284.8% | $11.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SMMD.
Shares short
44,940
Settlement Sep 15, 2026
Change vs prior
-76.2%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All SMMD filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026