SVAL institutional holders

iShares US Small Cap Value Factor ETF · 45 reporting institutions · $144.4M reported value

Funds that can replace SVAL · SVAL return decomposition

Institutional holdings

Institutions reporting SVAL, largest first
InstitutionReported positionAdvisors at firmReport period
Money Concepts Capital Corp$118.2M3892026-06-30
Bank of America Corp /de$7.5M02026-06-30
Prepared Retirement Institute LLC$2M02026-06-30
Lpl Financial LLC$2M23,4582026-06-30
Citadel Advisors LLC$1.7M02026-06-30
Two Sigma Investments, LP$1.5M02026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
Mariner, LLC$1.4M02026-06-30
Global Assets Advisory, LLC$1.2M302026-06-30
Apeiron RIA LLC$1M112026-06-30
Royal Bank of Canada$815K02026-06-30
Captrust Wealth Advisors$735.6K202026-06-30
Raymond James Financial Inc$518.5K02026-06-30
Novapoint Capital LLC$510.5K42026-06-30
Openarc Corporate Advisory, LLC$468.2K1232026-06-30
Commonwealth Equity Services, LLC$383.4K2,8632026-06-30
Chicago Partners Investment Group LLC$303.1K572026-06-30
Sanctuary Advisors, LLC$289.2K4012026-06-30
Integrated Wealth Concepts LLC$260.3K4802026-06-30
Cetera Investment Advisers$251.2K10,3702026-06-30
Dynamic Financial Group$251.1K32026-06-30
Morgan Stanley$244.3K23,1852026-06-30
Private Advisor Group, LLC$231.6K9272026-06-30
Newedge Advisors$219.5K6012026-06-30
Colton Groome Financial Advisors, LLC$213.9K92026-06-30
Worth Financial Advisory Group, LLC$212.7K72026-06-30
US Bancorp$78.1K02026-06-30
TD Waterhouse Canada Inc.$76.1K02026-06-30
Tower Research Capital LLC (trc)$74K02026-06-30
UBS Group AG$55.3K02026-06-30
Westside Investment Management, LLC$54.3K72026-06-30
Osaic Holdings, Inc.$37.3K02026-06-30
Crews Bank & Trust$23.8K02026-06-30
International Assets Investment Management, LLC$22.6K1222026-06-30
1 North Wealth Services LLC$14.6K62026-06-30
National Bank of Canada /fi$12.3K02026-06-30
Fmr LLC$11.9K02026-06-30
Winch Financial$7K72026-06-30
Global Retirement Partners LLC$3.3K4912026-06-30
Private Trust Co NA$2.8K02026-06-30
Creative Financial Designs Inc /adv$2.6K02026-06-30
Ae Wealth Management LLC$2K4712026-06-30
Arax Advisory Partners$4182322026-06-30
PNC Financial Services Group, Inc.$8402026-06-30
Wells Fargo & Company/mn$2402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30