Who Owns ISHARES TR (SVAL)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $144.2M of ISHARES TR (SVAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MONEY CONCEPTS CAPITAL CORP ($118.2M), BANK OF AMERICA CORP /DE/ ($7.5M), Prepared Retirement Institute LLC ($2.0M), LPL Financial LLC ($2.0M), CITADEL ADVISORS LLC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MONEY CONCEPTS CAPITAL CORP$118.2M2.8MAdded
2BANK OF AMERICA CORP /DE/$7.5M179,896Added
3Prepared Retirement Institute LLC$2.0M48,177Added
4LPL Financial LLC$2.0M47,577Trimmed
5CITADEL ADVISORS LLC$1.7M41,747Added
6TWO SIGMA INVESTMENTS, LP$1.5M36,300Hold
7SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M34,961New
8Mariner, LLC$1.4M32,508Trimmed
9Global Assets Advisory, LLC$1.2M28,898New
10Apeiron RIA LLC$1.0M24,271Trimmed
11Royal Bank of Canada$815,00019,508Added
12Well Done, LLC$735,59117,604Trimmed
13RAYMOND JAMES FINANCIAL INC$518,47212,408Hold
14NovaPoint Capital, LLC$510,53412,218Trimmed
15OpenArc Corporate Advisory, LLC$468,16411,204Hold
16COMMONWEALTH EQUITY SERVICES, LLC$383,3509,174Trimmed
17Chicago Partners Investment Group LLC$303,1497,197Added
18Sanctuary Advisors, LLC$289,1556,920Hold
19Cetera Investment Advisers$251,2086,012New
20Dynamic Financial Group$251,0796,009Added
21MORGAN STANLEY$244,2625,845Hold
22Private Advisor Group, LLC$231,5595,542New
23NewEdge Advisors, LLC$219,4995,253Added
24COLTON GROOME FINANCIAL ADVISORS, LLC$213,8995,119New
25Worth Financial Advisory Group, LLC$212,6885,090New

来源：SEC 13F 申报文件 · 截至 2026-06-30