ISHARES US SMALL CAP VAL FAC (SVAL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $25.95M in SVAL holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SVAL tracked by InsiderSet, reporting ownership valued at approximately $7.52M in its June 30, 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 $7.59M, representing an estimated gain of +0.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed SVAL value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Prepared Retirement Institute Llc, Lpl Financial Llc, 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
41
Total Reported Value
$25.95M
Largest Holder
Bank Of America Corp
Largest Position
$7.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 179,896 | $7,516,944 | $7,586,898 | +$69,954 | +0.93% | |
| Prepared Retirement Institute Llc | 0.86% | 48,177 | $2,013,081 | $2,031,807 | +$18,726 | +0.93% | |
| Lpl Financial Llc | 0.00% | 47,577 | $1,988,010 | $2,006,503 | +$18,493 | +0.93% | |
| Citadel Advisors Llc | 0.00% | 41,747 | $1,744,415 | $1,760,630 | +$16,215 | +0.93% | |
| Two Sigma Investments, Lp | 0.00% | 36,300 | $1,516,810 | $1,530,909 | +$14,099 | +0.93% | |
| Susquehanna International Group, Llp | 0.00% | 34,961 | $1,460,859 | $1,474,438 | +$13,579 | +0.93% | |
| Mariner, Llc | 0.00% | 32,508 | $1,358,364 | $1,370,986 | +$12,622 | +0.93% | |
| Global Assets Advisory, Llc | 0.27% | 28,898 | $1,215,150 | $1,218,738 | +$3,588 | +0.30% | |
| Apeiron Ria Llc | 0.26% | 24,271 | $1,014,174 | $1,023,600 | +$9,426 | +0.93% | |
| Royal Bank Of Canada | 0.00% | 19,508 | $815,000 | $822,726 | +$7,726 | +0.95% | |
| Well Done, Llc | 0.10% | 17,604 | $735,591 | $742,428 | +$6,837 | +0.93% | |
| Raymond James Financial Inc | 0.00% | 12,408 | $518,472 | $523,293 | +$4,821 | +0.93% | |
| Novapoint Capital, Llc | 0.11% | 12,218 | $510,534 | $515,279 | +$4,745 | +0.93% | |
| Openarc Corporate Advisory, Llc | 0.01% | 11,204 | $468,164 | $472,515 | +$4,351 | +0.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,174 | $383,350 | $386,902 | +$3,552 | +0.93% | |
| Chicago Partners Investment Group Llc | 0.01% | 7,197 | $303,149 | $303,525 | +$376 | +0.12% | |
| Sanctuary Advisors, Llc | 0.00% | 6,920 | $289,155 | $291,843 | +$2,688 | +0.93% | |
| Cetera Investment Advisers | 0.00% | 6,012 | $251,208 | $253,549 | +$2,341 | +0.93% | |
| Dynamic Financial Group | 0.19% | 6,009 | $251,079 | $253,422 | +$2,343 | +0.93% | |
| Morgan Stanley | 0.00% | 5,845 | $244,262 | $246,506 | +$2,244 | +0.92% | |
| Private Advisor Group, Llc | 0.00% | 5,542 | $231,559 | $233,727 | +$2,168 | +0.94% | |
| Newedge Advisors, Llc | 0.00% | 5,253 | $219,499 | $221,539 | +$2,040 | +0.93% | |
| Colton Groome Financial Advisors, Llc | 0.05% | 5,119 | $213,899 | $215,888 | +$1,989 | +0.93% | |
| Worth Financial Advisory Group, Llc | 0.09% | 5,090 | $212,688 | $214,665 | +$1,977 | +0.93% | |
| Us Bancorp \De\ | 0.00% | 1,869 | $78,118 | $78,823 | +$705 | +0.90% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,820 | $76,094 | $76,756 | +$662 | +0.87% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,770 | $73,960 | $74,648 | +$688 | +0.93% | |
| Ubs Group Ag | 0.00% | 1,323 | $55,282 | $55,796 | +$514 | +0.93% | |
| Westside Investment Management, Inc. | 0.01% | 1,300 | $54,321 | $54,826 | +$505 | +0.93% | |
| Osaic Holdings, Inc. | 0.00% | 893 | $37,317 | $37,661 | +$344 | +0.92% | |
| Crews Bank & Trust | 0.00% | 570 | $23,818 | $24,039 | +$221 | +0.93% | |
| International Assets Investment Management, Llc | 0.00% | 540 | $22,621 | $22,774 | +$153 | +0.68% | |
| 1 North Wealth Services Llc | 0.00% | 350 | $14,625 | $14,761 | +$136 | +0.93% | |
| National Bank Of Canada | 0.00% | 295 | $12,296 | $12,441 | +$145 | +1.18% | |
| Fmr Llc | 0.00% | 284 | $11,875 | $11,977 | +$102 | +0.86% | |
| Winch Advisory Services, Llc | 0.00% | 168 | $7,021 | $7,085 | +$64 | +0.91% | |
| Private Trust Co Na | 0.00% | 67 | $2,800 | $2,826 | +$26 | +0.92% | |
| Creative Financial Designs Inc | 0.00% | 63 | $2,632 | $2,657 | +$25 | +0.95% | |
| Arax Advisory Partners | 0.00% | 10 | $418 | $422 | +$4 | +0.89% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2 | $84 | $84 | +$0 | +0.41% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $24 | $42 | +$18 | +75.72% |
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.