SVAL Institutional Ownership & Shareholders
ISHARES US SMALL CAP VAL FAC (SVAL) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $7.80M, representing an estimated gain of +3.72% 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
40
Total Reported Value
$27.07M
Largest Holder
Bank Of America Corp
Largest Position
$7.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $7,796,693 | +$279,749 | +3.72% | |
| Prepared Retirement Institute Llc | 0.86% | 48,177 | $2,013,081 | $2,087,991 | +$74,910 | +3.72% | |
| Lpl Financial Llc | 0.00% | 47,577 | $1,988,010 | $2,061,987 | +$73,977 | +3.72% | |
| Apeiron Ria Llc | 0.42% | 44,588 | $1,860,211 | $1,932,444 | +$72,233 | +3.88% | |
| Citadel Advisors Llc | 0.00% | 41,747 | $1,744,415 | $1,809,315 | +$64,900 | +3.72% | |
| Two Sigma Investments, Lp | 0.00% | 36,300 | $1,516,810 | $1,573,242 | +$56,432 | +3.72% | |
| Susquehanna International Group, Llp | 0.00% | 34,961 | $1,460,859 | $1,515,210 | +$54,351 | +3.72% | |
| Mariner, Llc | 0.00% | 32,508 | $1,358,364 | $1,408,897 | +$50,533 | +3.72% | |
| Global Assets Advisory, Llc | 0.29% | 31,051 | $1,316,542 | $1,345,750 | +$29,208 | +2.22% | |
| Novapoint Capital, Llc | 0.21% | 24,017 | $992,433 | $1,040,897 | +$48,464 | +4.88% | |
| Royal Bank Of Canada | 0.00% | 19,508 | $815,000 | $845,477 | +$30,477 | +3.74% | |
| Well Done, Llc | 0.09% | 15,552 | $642,642 | $674,024 | +$31,382 | +4.88% | |
| Raymond James Financial Inc | 0.00% | 12,408 | $518,472 | $537,763 | +$19,291 | +3.72% | |
| Openarc Corporate Advisory, Llc | 0.01% | 11,204 | $462,973 | $485,581 | +$22,608 | +4.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,181 | $379,370 | $397,905 | +$18,535 | +4.89% | |
| Chicago Partners Investment Group Llc | 0.01% | 7,240 | $311,598 | $313,782 | +$2,184 | +0.70% | |
| Sanctuary Advisors, Llc | 0.00% | 6,920 | $289,155 | $299,913 | +$10,758 | +3.72% | |
| Cetera Investment Advisers | 0.00% | 6,012 | $251,208 | $260,560 | +$9,352 | +3.72% | |
| Dynamic Financial Group | 0.18% | 6,015 | $248,546 | $260,690 | +$12,144 | +4.89% | |
| Morgan Stanley | 0.00% | 5,845 | $244,262 | $253,322 | +$9,060 | +3.71% | |
| Private Advisor Group, Llc | 0.00% | 5,542 | $231,559 | $240,190 | +$8,631 | +3.73% | |
| Newedge Advisors, Llc | 0.00% | 5,253 | $219,499 | $227,665 | +$8,166 | +3.72% | |
| Colton Groome Financial Advisors, Llc | 0.05% | 5,119 | $211,528 | $221,857 | +$10,329 | +4.88% | |
| Us Bancorp \De\ | 0.00% | 1,869 | $78,118 | $81,002 | +$2,884 | +3.69% | |
| Td Waterhouse Canada Inc. | 0.00% | 1,820 | $75,803 | $78,879 | +$3,076 | +4.06% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,770 | $73,960 | $76,712 | +$2,752 | +3.72% | |
| Ubs Group Ag | 0.00% | 1,323 | $55,282 | $57,339 | +$2,057 | +3.72% | |
| Westside Investment Management, Inc. | 0.01% | 1,300 | $53,719 | $56,342 | +$2,623 | +4.88% | |
| Osaic Holdings, Inc. | 0.00% | 893 | $37,317 | $38,703 | +$1,386 | +3.71% | |
| Private Trust Co Na | 0.00% | 773 | $31,942 | $33,502 | +$1,560 | +4.88% | |
| Crews Bank & Trust | 0.00% | 570 | $23,818 | $24,704 | +$886 | +3.72% | |
| 1 North Wealth Services Llc | 0.00% | 350 | $14,625 | $15,169 | +$544 | +3.72% | |
| National Bank Of Canada | 0.00% | 295 | $12,296 | $12,785 | +$489 | +3.98% | |
| Fmr Llc | 0.00% | 284 | $11,875 | $12,309 | +$434 | +3.65% | |
| Winch Advisory Services, Llc | 0.00% | 168 | $7,021 | $7,281 | +$260 | +3.70% | |
| Creative Financial Designs Inc | 0.00% | 63 | $2,632 | $2,730 | +$98 | +3.74% | |
| Arax Advisory Partners | 0.00% | 10 | $418 | $433 | +$15 | +3.68% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2 | $84 | $87 | +$3 | +3.19% | |
| Blue Trust, Inc. | 0.00% | 1 | $59 | $43 | -$16 | -26.54% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $24 | $43 | +$19 | +80.58% |
Frequently asked questions about SVAL
Who are the largest institutional holders of SVAL?
The largest institutional holders of SVAL reported in the latest SEC Form 13F filings include Bank Of America Corp, Prepared Retirement Institute Llc, Lpl Financial Llc, Apeiron Ria Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported SVAL position.
What is SVAL institutional ownership?
This page tracks SVAL positions reported by institutional investment managers through SEC Form 13F. ISHARES US SMALL CAP VAL FAC (SVAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SVAL?
InsiderSet currently tracks 40 institutional managers reporting SVAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SVAL shareholders.
How much SVAL stock do institutions own?
Institutional investment managers disclosed approximately $27.07M in SVAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SVAL institutional ownership last updated?
The latest SVAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SVAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SVAL position after the reporting date.
Are institutions buying or selling SVAL?
Institutional buying and selling can be analyzed by comparing SVAL positions across consecutive 13F reporting periods. InsiderSet's SVAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SVAL ownership changes.
How has SVAL institutional ownership changed over time?
InsiderSet tracks SVAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.