ISHARES US SMALL CAP VAL FAC (SVAL) Top Institutional Shareholders
ISHARES US SMALL CAP VAL FAC (SVAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $120.68M in SVAL holdings during the latest filing period.
Money Concepts Capital Corp is currently the largest disclosed institutional shareholder of SVAL tracked by InsiderSet, reporting ownership valued at approximately $98.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $110.73M, representing an estimated gain of +11.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed SVAL value among the investors covered in this analysis. Major shareholders include Money Concepts Capital Corp, Bank Of America Corp, Tocqueville Asset Management L.P., and several other long-term asset managers with concentrated positions in ISHARES US SMALL CAP VAL FAC (SVAL).
This page ranks the largest institutional SVAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$120.68M
Largest Holder
Money Concepts Capital Corp
Largest Position
$98.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
40
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Money Concepts Capital Corp | 5.47% | 2,753,087 | $98,938,771 | $110,729,159 | +$11,790,388 | +11.92% | |
| Bank Of America Corp | 0.00% | 158,826 | $5,707,715 | $6,387,982 | +$680,267 | +11.92% | |
| Tocqueville Asset Management L.P. | 0.07% | 131,534 | $4,726,990 | $5,290,297 | +$563,307 | +11.92% | |
| Lpl Financial Llc | 0.00% | 58,200 | $2,091,545 | $2,340,804 | +$249,259 | +11.92% | |
| Two Sigma Investments, Lp | 0.00% | 36,300 | $1,304,528 | $1,459,986 | +$155,458 | +11.92% | |
| Mariner, Llc | 0.00% | 32,962 | $1,184,578 | $1,325,732 | +$141,154 | +11.92% | |
| Apeiron Ria Llc | 0.25% | 30,110 | $1,082,075 | $1,211,024 | +$128,949 | +11.92% | |
| Citadel Advisors Llc | 0.00% | 27,741 | $996,939 | $1,115,743 | +$118,804 | +11.92% | |
| Well Done, Llc | 0.09% | 17,700 | $636,092 | $711,894 | +$75,802 | +11.92% | |
| Royal Bank Of Canada | 0.00% | 16,930 | $608,000 | $680,925 | +$72,925 | +11.99% | |
| Novapoint Capital, Llc | 0.15% | 16,571 | $595,519 | $666,486 | +$70,967 | +11.92% | |
| Raymond James Financial Inc | 0.00% | 12,408 | $445,897 | $499,050 | +$53,153 | +11.92% | |
| Openarc Corporate Advisory, Llc | 0.01% | 11,204 | $402,643 | $450,625 | +$47,982 | +11.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,013 | $359,860 | $402,723 | +$42,863 | +11.91% | |
| Jane Street Group, Llc | 0.00% | 8,624 | $309,924 | $346,857 | +$36,933 | +11.92% | |
| Chicago Partners Investment Group Llc | 0.01% | 7,172 | $278,429 | $288,458 | +$10,029 | +3.60% | |
| Sanctuary Advisors, Llc | 0.00% | 6,920 | $248,687 | $278,322 | +$29,635 | +11.92% | |
| Dynamic Financial Group | 0.18% | 6,005 | $215,811 | $241,521 | +$25,710 | +11.91% | |
| Morgan Stanley | 0.00% | 5,845 | $210,062 | $235,086 | +$25,024 | +11.91% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,820 | $65,902 | $73,200 | +$7,298 | +11.07% | |
| Us Bancorp \De\ | 0.00% | 1,778 | $63,897 | $71,511 | +$7,614 | +11.92% | |
| International Assets Investment Management, Llc | 0.00% | 1,309 | $47,451 | $52,648 | +$5,197 | +10.95% | |
| Westside Investment Management, Inc. | 0.01% | 1,300 | $46,719 | $52,286 | +$5,567 | +11.92% | |
| Osaic Holdings, Inc. | 0.00% | 1,223 | $43,953 | $49,189 | +$5,236 | +11.91% | |
| Crews Bank & Trust | 0.00% | 570 | $20,484 | $22,925 | +$2,441 | +11.92% | |
| 1 North Wealth Services Llc | 0.00% | 350 | $12,578 | $14,077 | +$1,499 | +11.92% | |
| National Bank Of Canada | 0.00% | 310 | $11,129 | $12,468 | +$1,339 | +12.03% | |
| Fmr Llc | 0.00% | 284 | $10,213 | $11,422 | +$1,209 | +11.84% | |
| Winch Advisory Services, Llc | 0.00% | 167 | $6,017 | $6,717 | +$700 | +11.63% | |
| Creative Financial Designs Inc | 0.00% | 63 | $2,264 | $2,534 | +$270 | +11.92% | |
| Ae Wealth Management Llc | 0.00% | 47 | $1,689 | $1,890 | +$201 | +11.92% | |
| Prepared Retirement Institute Llc | 0.77% | 0 | $1,551 | — | — | — | |
| Arax Advisory Partners | 0.00% | 10 | $360 | $402 | +$42 | +11.72% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2 | $72 | $80 | +$8 | +11.72% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $32 | $40 | +$8 | +25.69% |
Frequently asked questions about SVAL
Who owns the most SVAL stock?
The largest holders of SVAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US SMALL CAP VAL FAC (SVAL).
Is SVAL widely held by superinvestors?
Many widely followed stocks like SVAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SVAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.