ISHARES US SMALL CAP VAL FAC SVAL
$41.64
-0.6% 52w: $29.25 – $42.02
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data29.2535.6442.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
36
+5 QoQ
13F value
$122.2M
+474.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SVAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 2.8M | $98.9M | 5.5% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 158.8K | $5.7M | 0.0% | +22.8% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | Other | 131.5K | $4.7M | 0.1% | -1.3% |
| LPL Financial LLC | Bank broker | 58.2K | $2.1M | 0.0% | +50.2% |
| Prepared Retirement Institute LLC | Wealth advisor | 43.2K | $1.6M | 0.8% | +19.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 36.3K | $1.3M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 33.0K | $1.2M | 0.0% | +0.9% |
| Apeiron RIA LLC | Wealth advisor | 30.1K | $1.1M | 0.3% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 27.7K | $997K | 0.0% | New |
| Well Done, LLC | Wealth advisor | 17.7K | $636K | 0.1% | -1.0% |
| ROYAL BANK OF CANADA | Bank broker | 16.9K | $608K | 0.0% | -31.3% |
| NovaPoint Capital, LLC | Other | 16.6K | $596K | 0.1% | +7.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.4K | $446K | 0.0% | -81.5% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 11.2K | $403K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 10.0K | $360K | 0.0% | +5.5% |
| JANE STREET GROUP, LLC | Market maker | 8.6K | $310K | 0.0% | New |
| Chicago Partners Investment Group LLC | Wealth advisor | 7.2K | $278K | 0.0% | +0.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 6.9K | $249K | 0.0% | +1.2% |
| Dynamic Financial Group | Wealth advisor | 6.0K | $216K | 0.2% | 0.0% |
| MORGAN STANLEY | Bank broker | 5.8K | $210K | 0.0% | -25.7% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 1.8K | $66K | 0.0% | Held |
| US BANCORP \DE\ | Wealth advisor | 1.8K | $64K | 0.0% | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 1.3K | $47K | 0.0% | -23.5% |
| Westside Investment Management, Inc. | Diversified mechanical | 1.3K | $47K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2K | $44K | 0.0% | Held |
| Crews Bank & Trust | Wealth advisor | 570 | $20K | 0.0% | -19.1% |
| 1 NORTH WEALTH SERVICES LLC | Wealth advisor | 350 | $13K | 0.0% | New |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 310 | $11K | 0.0% | Held |
| FMR LLC | Long only active | 284 | $10K | 0.0% | New |
| Winch Advisory Services, LLC | Wealth advisor | 167 | $6K | 0.0% | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 63 | $2K | 0.0% | -34.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 53 | $2K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 47 | $2K | 0.0% | Held |
| Arax Advisory Partners | Wealth advisor | 10 | $360 | 0.0% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2 | $72 | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 1 | $32 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.