Mariner
MSML

Mariner’s iShares MSCI USA Small-Cap ETF MSML Stock Holding History

Mariner’s Portfolio MSML Stock Details MSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$489K Sell
6,477
-207
-3% -$14.7K ﹤0.01% 2478
2026
Q1 		$435K Buy
6,684
+177
+3% +$12K ﹤0.01% 2591
2025
Q4 		$423K Buy
6,507
+30
+0.5% +$1.93K ﹤0.01% 2572
2025
Q3 		$411K Buy
6,477
+252
+4% +$15.5K ﹤0.01% 2580
2025
Q2 		$363K Sell
6,225
-2,665
-30% -$146K ﹤0.01% 2572
2025
Q1 		$482K Hold
8,890
– – ﹤0.01% 2233
2024
Q4 		$522K Buy
8,890
+235
+3% +$14.2K ﹤0.01% 2161
2024
Q3 		$508K Sell
8,655
-338
-4% -$19.1K ﹤0.01% 2114
2024
Q2 		$485K Buy
8,993
+1,583
+21% +$85.3K ﹤0.01% 2076
2024
Q1 		$417K Sell
7,410
-86
-1% -$4.58K ﹤0.01% 2177
2023
Q4 		$402K Buy
7,496
+1,463
+24% +$70K ﹤0.01% 2105
2023
Q3 		$284K Buy
+6,033
New +$301K ﹤0.01% 2203
2022
Q4 		– Sell
-5,449
Closed -$233K – 2786
2022
Q3 		$233K Buy
+5,449
New +$259K ﹤0.01% 1953
2018
Q3 		– Sell
-7,712
Closed -$345K – 821
2018
Q2 		$345K Buy
7,712
+432
+6% +$19K 0.01% 613
2018
Q1 		$307K Buy
+7,280
New +$316K 0.01% 522

Other funds holding MSML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mariner's MSML Position: Q2 2026 in Review

Mariner reduced its iShares MSCI USA Small-Cap ETF (MSML) stake by 3.1% in Q2 2026, selling an estimated $14.7K and leaving 6,477 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Mariner first reported a position in MSML in Q1 2018 and has held it in 15 quarters since. The position peaked at $522K in Q4 2024. 88 funds tracked by Wall St. Rank hold MSML as of Q2 2026.

  • Mariner held 6,477 shares of iShares MSCI USA Small-Cap ETF worth $489K as of Q2 2026.
  • Mariner sold 207 iShares MSCI USA Small-Cap ETF shares in Q2 2026, an estimated $14.7K.
  • iShares MSCI USA Small-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2478 holding.
  • Mariner first reported a position in iShares MSCI USA Small-Cap ETF in Q1 2018 and has held it in 15 quarters since.
  • Mariner's iShares MSCI USA Small-Cap ETF position peaked at $522K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held iShares MSCI USA Small-Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.