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Among the 5 tracked institutional investors we monitor, SMMD (ISHARES TR) is held with a combined value of $199.60M across 2,178,332 shares. The largest holder is WELLINGTON MANAGEMENT GROUP LLP with a position worth $99.44M (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 2 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$199.60M
Total Shares Held
2,178,332
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | $99.44M | 0.02% | New |
| 2 | FMR LLC | $99.20M | 0.00% | +15.1% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $385.85K | 0.00% | New |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $323.00K | 0.00% | -29.5% |
| 5 | BlackRock, Inc. | $254.37K | 0.00% | +258.2% |
As of the latest SEC 13F filings, WELLINGTON MANAGEMENT GROUP LLP is the largest institutional holder of SMMD with a position worth $99.44M, representing 0.02% of their portfolio. In total, 5 institutional investors hold SMMD with a combined value of $199.60M.
In the most recent quarter, 2 funds opened a new position in SMMD. Additionally, 2 increased their holdings and 1 reduced their positions.
Institutional investors hold $199.60M worth of SMMD stock across 5 positions. The largest institutional holder is WELLINGTON MANAGEMENT GROUP LLP with $99.44M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SMMD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SMMD positions.
Last Close
$86.63
2026-10-02
YTD
+15.0%
73% of 52-week range