40 institutions reported holding $122.2M of ISHARES TR (SVAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: MONEY CONCEPTS CAPITAL CORP ($98.9M), BANK OF AMERICA CORP /DE/ ($5.7M), TOCQUEVILLE ASSET MANAGEMENT L.P. ($4.7M), LPL Financial LLC ($2.1M), Prepared Retirement Institute LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MONEY CONCEPTS CAPITAL CORP | $98.9M | 2.8M | New |
| 2 | BANK OF AMERICA CORP /DE/ | $5.7M | 158,826 | Added |
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $4.7M | 131,534 | Trimmed |
| 4 | LPL Financial LLC | $2.1M | 58,200 | Added |
| 5 | Prepared Retirement Institute LLC | $1.6M | 43,165 | Added |
| 6 | TWO SIGMA INVESTMENTS, LP | $1.3M | 36,300 | New |
| 7 | Mariner, LLC | $1.2M | 32,962 | Added |
| 8 | Apeiron RIA LLC | $1.1M | 30,110 | New |
| 9 | CITADEL ADVISORS LLC | $996,939 | 27,741 | New |
| 10 | Well Done, LLC | $636,092 | 17,700 | Trimmed |
| 11 | Royal Bank of Canada | $608,000 | 16,930 | Trimmed |
| 12 | NovaPoint Capital, LLC | $595,519 | 16,571 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $445,897 | 12,408 | Trimmed |
| 14 | OpenArc Corporate Advisory, LLC | $402,643 | 11,204 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $359,860 | 10,013 | Added |
| 16 | JANE STREET GROUP, LLC | $309,924 | 8,624 | New |
| 17 | Chicago Partners Investment Group LLC | $278,429 | 7,172 | Added |
| 18 | Sanctuary Advisors, LLC | $248,687 | 6,920 | Added |
| 19 | Dynamic Financial Group | $215,811 | 6,005 | Added |
| 20 | MORGAN STANLEY | $210,062 | 5,845 | Trimmed |
| 21 | TD Waterhouse Canada Inc. | $65,902 | 1,820 | Hold |
| 22 | US BANCORP \DE\ | $63,897 | 1,778 | Hold |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $47,451 | 1,309 | Trimmed |
| 24 | Westside Investment Management, Inc. | $46,719 | 1,300 | Hold |
| 25 | OSAIC HOLDINGS, INC. | $43,953 | 1,223 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31