18 institutions reported holding $123.0M of Ishares Tr/us Sm Cap Value Factor E (SVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MONEY CONCEPTS CAPITAL CORP ($118.2M), Global Assets Advisory, LLC ($1.2M), Apeiron RIA LLC ($1.0M), Well Done, LLC ($735,591), COMMONWEALTH EQUITY SERVICES, LLC ($383,350). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MONEY CONCEPTS CAPITAL CORP | $118.2M | 2.8M | Added |
| 2 | Global Assets Advisory, LLC | $1.2M | 28,898 | New |
| 3 | Apeiron RIA LLC | $1.0M | 24,271 | Trimmed |
| 4 | Well Done, LLC | $735,591 | 17,604 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $383,350 | 9,174 | Trimmed |
| 6 | Chicago Partners Investment Group LLC | $303,149 | 7,197 | Added |
| 7 | Dynamic Financial Group | $251,079 | 6,009 | Added |
| 8 | Private Advisor Group, LLC | $231,559 | 5,542 | New |
| 9 | COLTON GROOME FINANCIAL ADVISORS, LLC | $213,899 | 5,119 | New |
| 10 | Worth Financial Advisory Group, LLC | $212,688 | 5,090 | New |
| 11 | TD Waterhouse Canada Inc. | $76,094 | 1,820 | Hold |
| 12 | Westside Investment Management, Inc. | $54,321 | 1,300 | Hold |
| 13 | Crews Bank & Trust | $23,818 | 570 | Hold |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $22,621 | 540 | Trimmed |
| 15 | 1 NORTH WEALTH SERVICES LLC | $14,625 | 350 | Hold |
| 16 | PRIVATE TRUST CO NA | $2,800 | 67 | New |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2,632 | 63 | Hold |
| 18 | AE Wealth Management LLC | $1,964 | 47 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30