SVAL · Insider trading · 13F holders · Congress trades
Ishares Tr (SVAL)
Who is buying and selling SVAL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SVAL at a glance
- No open-market insider purchases or sales of SVAL were filed in the last 90 days.
- 4 13F filers hold SVAL among their 50 largest positions, worth $124.6M combined. The biggest bets by portfolio weight are Money Concepts Capital Corp (5.5%), B.A. Schrock Wealth Management, Inc. (0.9%) and Prepared Retirement Institute LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SVAL.
SVAL insider trading
No open-market insider purchases or sales of SVAL were filed in the last 90 days.
Who owns SVAL? Hedge funds and superinvestors
4 13F filers hold SVAL among their 50 largest positions, worth $124.6M combined. The biggest bets by portfolio weight are Money Concepts Capital Corp (5.5%), B.A. Schrock Wealth Management, Inc. (0.9%) and Prepared Retirement Institute LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Money Concepts Capital CorpWealth manager | 5.5% | $118.2M | 2,828,726 | +2.7% shares | Q2 2026 |
| B.A. Schrock Wealth Management, Inc.Wealth manager | 0.9% | $2.5M | 59,666 | — | Q3 2026 |
| Prepared Retirement Institute LLCWealth manager | 0.9% | $2.0M | 48,177 | +11.6% shares | Q2 2026 |
| Apeiron RIA LLCWealth manager | 0.4% | $1.9M | 44,588 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 2). Screen SVAL in the grand portfolio →
SVAL stock trades by members of Congress
No member of Congress has disclosed a trade in SVAL.
SVAL questions and answers
Are insiders buying SVAL stock?
No open-market insider purchases or sales of SVAL were filed in the last 90 days.
Which hedge funds own SVAL?
4 13F filers hold SVAL among their 50 largest positions, worth $124.6M combined. The biggest bets by portfolio weight are Money Concepts Capital Corp (5.5%), B.A. Schrock Wealth Management, Inc. (0.9%) and Prepared Retirement Institute LLC (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SVAL?
No member of Congress has disclosed a trade in SVAL.
Who is the largest holder of SVAL?
Among 13F filers, Money Concepts Capital Corp reports the largest SVAL position, $118.2M (2,828,726 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Money Concepts Capital Corp's: 5.5% of its portfolio.
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