SVAL institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding45
Shares held3,455,846
Reported value$144.4m
Quarter flows11 new, 10 added, 9 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MONEY CONCEPTS CAPITAL CORP2,828,726$118.2m5.5%
BANK OF AMERICA CORP /DE/179,896$7.5m0.0%
Prepared Retirement Institute LLC48,177$2.0m0.9%
LPL Financial LLC47,577$2.0m0.0%
CITADEL ADVISORS LLC41,747$1.7m0.0%
TWO SIGMA INVESTMENTS, LP36,300$1.5m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP34,961$1.5m0.0%
Mariner, LLC32,508$1.4m0.0%
Global Assets Advisory, LLC28,898$1.2m0.3%
Apeiron RIA LLC24,271$1.0m0.3%
ROYAL BANK OF CANADA19,508$815,0000.0%
Well Done, LLC17,604$735,5910.1%
RAYMOND JAMES FINANCIAL INC12,408$518,4720.0%
NovaPoint Capital, LLC12,218$510,5340.1%
OpenArc Corporate Advisory, LLC11,204$468,1640.0%
COMMONWEALTH EQUITY SERVICES, LLC9,174$383,3500.0%
Chicago Partners Investment Group LLC7,197$303,1490.0%
Sanctuary Advisors, LLC6,920$289,1550.0%
Integrated Wealth Concepts LLC6,230$260,3020.0%
Cetera Investment Advisers6,012$251,2080.0%
Dynamic Financial Group6,009$251,0790.2%
MORGAN STANLEY5,845$244,2620.0%
Private Advisor Group, LLC5,542$231,5590.0%
NewEdge Advisors, LLC5,253$219,4990.0%
COLTON GROOME FINANCIAL ADVISORS, LLC5,119$213,8990.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SVAL"). SVAL price history · All 13F data

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