Who owns SVAL?
iShares US Small Cap Value Factor ETF · iShares
45 institutions reported holding SVAL, worth $144.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SVAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | $118.2M | 2,828,726 | +75,639 shares |
| Bank of America Corp. | Charlotte, NC | $7.5M | 179,896 | +21,070 shares |
| Prepared Retirement Institute LLC | Lansdale, PA | $2.0M | 48,177 | +5,012 shares |
| LPL Financial LLC | Fort Mill, SC | $2.0M | 47,577 | −10,623 shares |
| Citadel Advisors LLC | Miami, FL | $1.7M | 41,747 | +14,006 shares |
| Two Sigma Investments, LP | New York, NY | $1.5M | 36,300 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.5M | 34,961 | New position |
| Mariner, LLC | Overland Park, KS | $1.4M | 32,508 | −454 shares |
| Global Assets Advisory, LLC | Orlando, FL | $1.2M | 28,898 | New position |
| Apeiron RIA LLC | Dallas, TX | $1.0M | 24,271 | −5,839 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SVAL?
45 institutional managers reported holding SVAL in Form 13F filings for June 30, 2026, worth $144.4M in total. The largest reported position was held by Money Concepts Capital Corp., at $118.2M.
Did institutions buy or sell SVAL last quarter?
Reported 13F value rose 18.2% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SVAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.