13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SVAL

ISHARES TR

33 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E536·33 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$120M
56.0% inst. owned
of float
Holders
33
+28 QoQ
filers reporting
Activity
+45 / −92
+946 added · −875 reduced
this quarter
Concentration
82.15%
MONEY CONCEPTS CAPITAL CORP #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported SVAL in Q1 2026. MONEY CONCEPTS CAPITAL CORP leads at 82.2% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$99M2.8M5.47%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M159K0.00%Q1 202603
TOCQUEVILLE ASSET MANAGEMENT L.P.
CIK 0000883961
$5M132K0.07%Q1 202604
LPL Financial LLC
CIK 0001403438
$2M58K0.00%Q1 202605
Prepared Retirement Institute LLC
CIK 0002056037
$2M43K0.77%Q1 202606
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$1M36K0.00%Q1 202607
Mariner, LLC
CIK 0001373442
$1M33K0.00%Q1 202608
Apeiron RIA LLC
CIK 0001801846
$1M30K0.25%Q1 202609
Well Done, LLC
CIK 0001667132
$636,09218K0.09%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$608,00017K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$445,89712K0.00%Q1 202612
OpenArc Corporate Advisory, LLC
CIK 0002111345
$402,64311K0.01%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$359,86010K0.00%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$309,9249K0.00%Q1 202615
Chicago Partners Investment Group LLC
CIK 0001563525
$278,4297K0.01%Q1 202616
Sanctuary Advisors, LLC
CIK 0001777271
$248,6877K0.00%Q1 202617
Dynamic Financial Group
CIK 0002061178
$215,8116K0.18%Q1 202618
MORGAN STANLEY
CIK 0000895421
$210,0626K0.00%Q1 202619
TD Waterhouse Canada Inc.
CIK 0001999606
$65,9022K0.00%Q1 202620
US BANCORP \DE\
CIK 0000036104
$63,8972K0.00%Q1 2026
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