Who owns iShares US Small Cap Value Factor ETF?
Institutional ownership of SVAL from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
38
13F holders
$138.8M
value, 2026 filers
69.2%
of shares outstanding (3.3M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SVAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MONEY CONCEPTS CAPITAL CORP | 2.8M | $118.2M | 5.5% | 58.9% | +2.7% |
| 2 | BANK OF AMERICA CORP /DE/ | 179,896 | $7.5M | 0.0% | 3.7% | +13.3% |
| 3 | LPL Financial LLC | 47,577 | $2.0M | 0.0% | 1% | -18.3% |
| 4 | CITADEL ADVISORS LLC | 41,747 | $1.7M | 0.0% | 0.9% | +50.5% |
| 5 | TWO SIGMA INVESTMENTS, LP | 36,300 | $1.5M | 0.0% | 0.8% | 0.0% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 34,961 | $1.5M | 0.0% | 0.7% | new |
| 7 | Mariner, LLC | 32,508 | $1.4M | 0.0% | 0.7% | -1.4% |
| 8 | ROYAL BANK OF CANADA | 19,508 | $815,000 | 0.0% | 0.4% | +15.2% |
| 9 | RAYMOND JAMES FINANCIAL INC | 12,408 | $518,472 | 0.0% | 0.3% | 0.0% |
| 10 | NovaPoint Capital, LLC | 12,218 | $510,534 | 0.1% | 0.3% | -26.3% |
| 11 | OpenArc Corporate Advisory, LLC | 11,204 | $468,164 | 0.0% | 0.2% | 0.0% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 9,174 | $383,350 | 0.0% | 0.2% | -8.4% |
| 13 | Chicago Partners Investment Group LLC | 7,197 | $303,149 | 0.0% | 0.1% | +0.3% |
| 14 | Sanctuary Advisors, LLC | 6,920 | $289,155 | 0.0% | 0.1% | 0.0% |
| 15 | Integrated Wealth Concepts LLCNEW | 6,230 | $260,302 | 0.0% | 0.1% | new |
| 16 | Cetera Investment AdvisersNEW | 6,012 | $251,208 | 0.0% | 0.1% | new |
| 17 | Dynamic Financial Group | 6,009 | $251,079 | 0.2% | 0.1% | +0.1% |
| 18 | MORGAN STANLEY | 5,845 | $244,262 | 0.0% | 0.1% | 0.0% |
| 19 | NewEdge Advisors, LLCNEW | 5,253 | $219,499 | 0.0% | 0.1% | new |
| 20 | US BANCORP \DE\ | 1,869 | $78,118 | 0.0% | 0% | +5.1% |
| 21 | TD Waterhouse Canada Inc. | 1,820 | $76,094 | 0.0% | 0% | 0.0% |
| 22 | Tower Research Capital LLC (TRC)NEW | 1,770 | $73,960 | 0.0% | 0% | new |
| 23 | UBS Group AGNEW | 1,323 | $55,282 | 0.0% | 0% | new |
| 24 | Westside Investment Management, Inc. | 1,300 | $54,321 | 0.0% | 0% | 0.0% |
| 25 | OSAIC HOLDINGS, INC. | 893 | $37,317 | 0.0% | 0% | -27.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.