13F

SMMD ISHARES RUSSELL 2500 ETF

2026Q1 · CUSIP 46435G268

🟡 Cooling · Breadth rolling over
Holders
232
Δ holders QoQ
+11
Breadth percentile
Top 27%
Whale holders
86
Δ whales
+2
Inst. holding value
$2.1B
New positions
38
Closed positions
27
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ+2 · h=6 2018Q2: Δ-2 · h=4 2018Q3: Δ+3 · h=7 2018Q4: Δ+13 · h=20 2019Q1: Δ+0 · h=20 2019Q2: Δ+0 · h=20 2019Q3: Δ+2 · h=22 2019Q4: Δ+8 · h=30 2020Q1: Δ+2 · h=32 2020Q2: Δ-2 · h=30 2020Q3: Δ+1 · h=31 2020Q4: Δ+15 · h=46 2021Q1: Δ+21 · h=67 2021Q2: Δ+1 · h=68 2021Q3: Δ-2 · h=66 2021Q4: Δ+23 · h=89 2022Q1: Δ+9 · h=98 2022Q2: Δ+4 · h=102 2022Q3: Δ+0 · h=102 2022Q4: Δ+28 · h=130 2023Q1: Δ-7 · h=123 2023Q2: Δ+1 · h=124 2023Q3: Δ+8 · h=132 2023Q4: Δ+22 · h=154 2024Q1: Δ+1 · h=155 2024Q2: Δ+9 · h=164 2024Q3: Δ+10 · h=174 2024Q4: Δ+25 · h=199 2025Q1: Δ-6 · h=193 2025Q2: Δ+6 · h=199 2025Q3: Δ-6 · h=193 2025Q4: Δ+28 · h=221 2026Q1: Δ+11 · h=232 2018Q1: holders=6 2018Q2: holders=4 2018Q3: holders=7 2018Q4: holders=20 2019Q1: holders=20 2019Q2: holders=20 2019Q3: holders=22 2019Q4: holders=30 2020Q1: holders=32 2020Q2: holders=30 2020Q3: holders=31 2020Q4: holders=46 2021Q1: holders=67 2021Q2: holders=68 2021Q3: holders=66 2021Q4: holders=89 2022Q1: holders=98 2022Q2: holders=102 2022Q3: holders=102 2022Q4: holders=130 2023Q1: holders=123 2023Q2: holders=124 2023Q3: holders=132 2023Q4: holders=154 2024Q1: holders=155 2024Q2: holders=164 2024Q3: holders=174 2024Q4: holders=199 2025Q1: holders=193 2025Q2: holders=199 2025Q3: holders=193 2025Q4: holders=221 2026Q1: holders=232 -28 -14 +0 +14 +28 3124244 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 3 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 18%
2022Q4 Top 14%
2021Q1 Top 17%
Put holders / Call holders: 0 / 0