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Disclosery

VLUE ISHARES TR

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MSCI USA VALUE (fund)

547 managers (554 13F filers) reported a position in VLUE shares at 2026-03-31, 54,422,622 shares in all. 117 filers opened a position and 37 filers sold out during the quarter.

Managers
547
13F filers
554
New
117
Added
185
Reduced
143
Sold out
37
Shares held by filers
54,422,622

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
Sequoia Financial Advisors, LLC7,879$1.12M0.01%new13F-HRTimeline
Heirloom Wealth Management7,743$1.1M0.2%new13F-HRTimeline
Traveka Wealth, LLC7,526$1.07M0.41%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,266$1.03M0.01%+62313F-HRTimelineGroup
VestGen Advisors, LLC5,642$1.03M0.03%new13F-HRTimeline
Avant Capital LLC7,022$998K0.7%-37813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,928$986K0.01%+4613F-HRTimelineGroup
Chicago Partners Investment Group LLC6,143$977K0.02%+3913F-HRTimeline
Summit Wealth Group, LLC6,818$969K0.22%-1,02013F-HRTimeline
UMB Bank, n.a.6,654$946K0.01%+813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
San Luis Wealth Advisors LLC6,630$943K0.16%-1,15013F-HRTimeline
Simplicity Wealth,LLC6,627$942K0.05%new13F-HRTimeline
WEDBUSH SECURITIES INC6,572$934K0.03%+1,32713F-HRTimeline
Accredited Investors Inc.6,527$928K0.05%new13F-HRTimeline
GREENLEAF TRUST6,525$928K0.01%013F-HRTimeline
PFG Advisors6,523$928K0.05%+30913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,483$922K<0.01%+17813F-HRTimelineGroup
Noble Wealth Management PBC6,452$917K0.47%+2,70313F-HRTimeline
MB Generational Wealth, LLC6,410$911K0.5%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,322$899K0.02%-12913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding6,316$898K-5,027Timeline
KPP Advisory Services LLC6,080$865K0.13%-84513F-HRTimeline
Apeiron RIA LLC6,079$864K0.2%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,073$864K<0.01%+52813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,873$835K0.06%013F-HRTimeline
Darden Wealth Group Inc5,852$832K0.42%-1613F-HRTimeline
RFG Advisory, LLC5,568$792K0.01%-29313F-HRTimeline
Meridian Wealth Management, LLC5,556$790K0.03%+15513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,517$785K0.01%+46613F-HRTimeline
West Wealth Group, LLC5,491$781K0.15%+1,15313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,490$781K0.03%+20813F-HRTimeline
Keystone Wealth Services, LLC5,488$780K0.17%+313F-HRTimeline
B. Riley Wealth Advisors, Inc.5,595$775K0.05%+82213F-HRTimeline
Breakwater Capital Group5,443$774K0.1%+85713F-HRTimeline
Squire Investment Management Company, L…5,436$773K0.21%013F-HRTimeline
One Wealth Advisors, LLC5,403$768K0.1%+51413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,324$757K<0.01%-1,17613F-HRTimelineGroup
AWM CAPITAL, LLC5,293$753K0.07%013F-HRTimeline
VestGen Investment Management5,292$752K0.41%new13F-HRTimeline
&PARTNERS5,273$751K<0.01%+1,00713F-HRTimeline
NorthCoast Asset Management LLC5,145$732K0.02%013F-HRTimeline
Cypress Wealth Services, LLC5,120$728K0.1%-813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,115$727K0.01%+95213F-HRTimelineGroup
GeoWealth Management, LLC4,948$703K0.03%new13F-HRTimeline
Ariadne Wealth Management, LP4,932$701K0.31%+413F-HRTimeline
Innovative Wealth Building LLC4,907$698K0.49%-55013F-HRTimeline
Regal Investment Advisors LLC4,893$696K0.04%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,852$690K<0.01%+2,18013F-HRTimelineGroup
Carrera Capital Advisors4,819$685K0.11%-8413F-HRTimeline
First Citizens Financial Corp4,794$682K0.32%+86913F-HRTimeline
Independent Advisor Alliance4,741$674K0.01%new13F-HRTimeline
Waverly Advisors, LLC4,658$662K<0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,643$660K-924Timeline
CITIGROUP INCin group CITIGROUP INC4,634$659K<0.01%+1,42313F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC4,538$645K0.49%-15513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,524$643K0.01%-5013F-HRTimelineGroup
CGN Advisors LLC4,493$639K0.05%-3513F-HRTimeline
Tranquility Partners, LLC4,428$630K0.24%+213F-HRTimeline
Vise Technologies, Inc.4,566$624K0.01%013F-HRTimeline
Apella Capital, LLC3,762$595K0.01%+213F-HRTimeline
Strategic Equity Management4,175$594K0.22%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,109$584K0.05%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.4,108$584K0.03%-1713F-HRTimeline
FLC Capital Advisors3,996$568K0.1%+57013F-HRTimeline
Brown Miller Wealth Management, LLC3,991$567K0.16%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,991$567K0.02%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,968$565K<0.01%+1113F-HRTimelineGroup
Pflug Koory, LLC3,951$562K0.26%+113F-HRTimeline
Cyndeo Wealth Partners, LLC3,916$557K0.03%new13F-HRTimeline
Napier Financial, LLC3,892$553K0.13%new13F-HRTimeline
Archvest Wealth Advisors, Inc.3,806$541K0.35%-58613F-HRTimeline
Stokes Family Office, LLC3,735$531K0.05%-4513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,728$530K0.06%-13,75313F-HRTimelineGroup
CHOREO, LLC3,724$529K0.01%-18613F-HRTimeline
Symphony Financial, Ltd. Co.3,773$527K0.07%+1613F-HRTimeline
Bell Investment Advisors, Inc3,702$526K0.08%+1613F-HRTimeline
S&T Bank/PA3,647$519K0.19%-27713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,644$518K0.01%+2,05113F-HRTimeline
Integrity Advisory Solutions, LLC3,641$518K0.07%-11713F-HRTimeline
GUERRA PAN ADVISORS, LLC3,611$513K0.32%-6013F-HRTimeline
Friday Financial3,568$507K0.17%013F-HRTimeline
Golden State Wealth Management, LLC3,515$500K0.05%-23813F-HRTimeline
Strategic Blueprint, LLC3,513$500K0.03%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC3,461$492K0.04%-713F-HRTimeline
IHT Wealth Management, LLC3,421$486K0.01%+5413F-HRTimeline
BostonPremier Wealth LLC3,412$485K0.25%+413F-HRTimeline
Lunt Capital Management, Inc.3,396$483K0.19%013F-HRTimeline
Strategic Financial Services, Inc.3,390$482K0.02%013F-HRTimeline
Financial Engines Advisors L.L.C.3,383$481K<0.01%013F-HRTimeline
Gibbs Wealth Management3,380$481K0.06%+1,25813F-HRTimeline
Federation des caisses Desjardins du Qu…3,375$480K<0.01%-18913F-HRTimeline
Richard P Slaughter Associates Inc3,369$479K0.1%-1513F-HRTimeline
Kaufman Rossin Wealth, LLC3,369$479K0.27%013F-HRTimeline
Dynamic Advisor Solutions LLC3,349$476K0.02%new13F-HRTimeline
CFS Investment Advisory Services, LLC3,004$475K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC3,290$468K0.06%-1813F-HRTimeline
Montecito Bank & Trust3,267$465K0.08%-62513F-HRTimeline
MONEYWISE, INC.3,222$458K0.2%new13F-HRTimeline
Schrum Private Wealth Management LLC3,220$458K0.35%-2713F-HRTimeline
Diversified Enterprises, LLC3,206$456K0.02%-3013F-HRTimeline
JT Stratford LLC3,195$454K0.06%new13F-HRTimeline
GEM Asset Management, LLC3,185$453K0.2%013F-HRTimeline
Foundry Financial Group, Inc.3,154$448K0.22%013F-HRTimeline
Yukon Wealth Management, Inc.3,140$446K0.27%+413F-HRTimeline
Acropolis Investment Management, LLC3,135$446K0.02%+20013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,133$445K0.01%-12513F-HRTimelineGroup
Prospera Financial Services Inc3,116$443K0.01%new13F-HRTimeline
Cedarwood Wealth LLC3,052$434K0.44%+113F-HRTimeline
Vertex Planning Partners, LLC3,044$433K0.08%new13F-HRTimeline
STRATEGIC INVESTMENT MANAGEMENT, LLC3,000$427K0.18%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding2,999$426KnewTimeline
Driehaus Capital Management LLC2,962$421K<0.01%-3,48013F-HRTimeline
Goldstein Advisors, LLC2,958$421K0.05%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,929$417K0.28%+91313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,912$414K0.01%+31413F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO2,900$412K0.01%-38713F-HRTimeline
Shared Vision Wealth Group LLC2,897$412K0.17%+29713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,882$410K0.09%new13F-HRTimeline
HUB Investment Partners, LLC2,821$401K0.01%+37513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,802$398K0.03%new13F-HRTimelineGroup
Community Bank, N.A.2,788$396K0.05%013F-HRTimeline
JGP Wealth Management, LLC2,769$394K0.04%013F-HRTimeline
Legacy Capital Group California, Inc.2,759$392K0.15%new13F-HRTimeline
Smithfield Trust Co2,761$391K0.02%+22513F-HRTimeline
First Financial Bankshares Inc2,725$387K0.01%-1513F-HRTimeline
Sigma Planning Corp2,694$383K0.01%+1113F-HRTimeline
Sugar Maple Asset Management, LLC2,685$382K0.23%new13F-HRTimeline
J.W. COLE ADVISORS, INC.2,679$381K0.01%+17513F-HRTimeline
Snowden Capital Advisors LLC2,675$380K0.01%+57513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,674$380K0.01%+94113F-HRTimeline
Magnus Financial Group LLC2,660$378K0.03%new13F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,637$375K0.21%+1213F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co2,657$375K0.08%new13F-HRTimelineGroup
ONE Advisory Partners, LLC2,633$374K0.12%+7913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,604$370K0.04%+48513F-HRTimeline
Clearwater Capital Advisors, LLC2,576$366K0.03%-40013F-HRTimeline
W ADVISORS, LLC2,551$363K0.19%013F-HRTimeline
Two West Capital Advisors LLC2,188$361K0.19%new13F-HRTimeline
Fortis Capital Management LLC2,521$358K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,515$358K<0.01%+48513F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.2,508$357K0.01%013F-HRTimelineGroup
Confluence Wealth Services, Inc.2,508$357K0.01%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC2,485$353K0.04%-28013F-HRTimeline
Barnes Wealth Management Group, Inc2,450$348K0.18%+28813F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…2,435$346K<0.01%+79613F-HRTimelineGroup
Quantinno Capital Management LP2,416$344K<0.01%-54213F-HRTimeline
BCGM Wealth Management, LLC2,408$342K0.09%+1013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,386$339K0.01%+6513F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC2,370$337K0.2%-49,74313F-HRTimeline
Robertson Stephens Wealth Management, L…2,351$334K0.01%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,327$331K0.03%+6713F-HRTimeline
Krilogy Financial LLC2,110$330K0.01%+3413F-HRTimeline
Advyzon Investment Management, LLC2,270$323K0.03%new13F-HRTimeline
Stonebrook Private Inc.2,241$319K0.07%new13F-HRTimeline
CIBC WORLD MARKET INC.2,119$301K<0.01%-100,94013F-HRTimeline
American Money Management, LLC2,084$296K0.05%new13F-HRTimeline
Sentinel Advisory Group, LLC2,069$294K0.14%13F-HRTimeline
RDA Financial Network2,054$292K0.07%new13F-HRTimeline
Sowell Financial Services LLC2,053$292K0.01%+713F-HRTimeline
OakTrust Wealth Advisors, LLC2,017$287K0.26%+813F-HRTimeline
Eldridge Investment Advisors, Inc.2,010$286K0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC2,009$286K<0.01%new13F-HRTimeline
PMG Wealth Management, Inc.2,000$284K0.21%013F-HRTimeline
EPG Wealth Management LLC1,997$284K0.08%+613F-HRTimeline
Nova R Wealth, Inc.1,987$283K0.09%-5113F-HRTimeline
Walkner Condon Financial Advisors LLC1,974$281K0.04%-1613F-HRTimeline
Fairvoy Private Wealth, LLC1,969$280K0.07%+39013F-HRTimeline
Headlands Technologies LLC1,965$279K0.03%+36113F-HRTimeline
HMV Wealth Advisors, LLC1,956$278K0.13%013F-HRTimeline
WealthTrust Axiom LLC1,930$274K0.07%013F-HRTimeline
Compagnie Lombard Odier SCmA1,927$274K<0.01%new13F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…1,906$271K0.09%+913F-HRTimeline
WealthPlan Investment Management, LLC1,897$270K0.02%013F-HRTimeline
Wall Capital Group, Inc.1,855$264K0.28%+813F-HRTimeline
Aspiring Ventures, LLC1,848$263K0.09%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.1,835$261K<0.01%13F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.1,835$261K0.11%+213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,814$258K0.05%+213F-HRTimeline
Alpha Omega Wealth Management LLC1,785$254K0.04%-49313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,760$250K<0.01%-4613F-HRTimelineGroup
Gladstone Institutional Advisory LLC1,751$249K0.01%new13F-HRTimeline
Vilga Financial Planning LLC1,730$246K0.22%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,700$242K0.02%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,688$240K<0.01%-1,01713F-HRTimeline
Legacy Advisors, LLC1,680$239K0.03%013F-HRTimeline
Ethic Inc.1,674$238K<0.01%013F-HRTimeline
Kovack Advisors, Inc.1,646$236K0.01%+18013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,641$233K0.11%new13F-HRTimeline
United Advisor Group, LLC1,607$228K0.03%+313F-HRTimeline
Visionary Wealth Advisors1,600$227K0.01%-8213F-HRTimeline
Financial Partners Group, Inc1,586$225K0.03%+713F-HRTimeline
Signet Private Wealth LLC1,585$225K0.22%new13F-HRTimeline
MAI Capital Management1,571$223K<0.01%+14613F-HRTimeline
Arax Advisory Partners1,564$223K0.01%-99913F-HRTimeline
Sharkey, Howes & Javer1,562$222K0.03%new13F-HRTimeline
Successful Portfolios LLC1,543$219K0.12%new13F-HRTimeline
IEQ CAPITAL, LLC1,514$215K<0.01%new13F-HRTimeline
CHILTON INVESTMENT CO INC.1,500$213K0.01%013F-HRTimeline
Modern Wealth Management, LLC1,457$211K<0.01%new13F-HRTimeline
BKM Wealth Management, LLC1,481$211K0.08%013F-HRTimeline