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Disclosery

SVAL ISHARES TR

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US SML CP VALUE (fund)

36 managers (36 13F filers) reported a position in SVAL shares at 2026-03-31, 3,400,604 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
36
New
10
Added
10
Reduced
8
Sold out
4
Shares held by filers
3,400,604

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MONEY CONCEPTS CAPITAL CORP2,753,087$98.9M5.47%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/158,826$5.71M<0.01%+29,54013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …131,534$4.73M0.07%-1,70013F-HRTimelineGroup
LPL Financial LLC58,200$2.09M<0.01%+19,44313F-HRTimeline
Prepared Retirement Institute LLC43,165$1.55M0.77%+6,94013F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,300$1.3M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,962$1.18M<0.01%+28613F-HRTimelineGroup
Apeiron RIA LLC30,110$1.08M0.25%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,741$997K<0.01%new13F-HRTimelineGroup
Well Done, LLC17,700$636K0.09%-18013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,930$608K<0.01%-7,72813F-HRTimelineGroup
NovaPoint Capital, LLC16,571$596K0.15%+1,17413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,408$446K<0.01%-54,81913F-HRTimelineGroup
OpenArc Corporate Advisory, LLC11,204$403K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,013$360K<0.01%+51813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,624$310K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC7,172$278K0.01%+2313F-HRTimeline
Sanctuary Advisors, LLC6,920$249K<0.01%+8513F-HRTimeline
Dynamic Financial Group6,005$216K0.18%+313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,845$210K<0.01%-2,01913F-HRTimelineGroup
TD Waterhouse Canada Inc.1,820$65.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,778$63.9K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,309$47.5K<0.01%-40213F-HRTimeline
Westside Investment Management, Inc.1,300$46.7K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,223$44K<0.01%013F-HRTimelineGroup
Crews Bank & Trust570$20.5K<0.01%-13513F-HRTimeline
1 NORTH WEALTH SERVICES LLC350$12.6K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/310$11.1K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC284$10.2K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC167$6.02K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV63$2.26K<0.01%-3313F-HRTimeline
NewEdge Advisors, LLC53$1.91K<0.01%013F-HR/ATimeline
AE Wealth Management LLC47$1.69K<0.01%013F-HRTimeline
Arax Advisory Partners10$360<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2$72<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$32<0.01%+113F-HR/ATimelineGroup