VLUE — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns VLUE? 31 Institutions Hold $59.2M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (VLUE)? 31 institutions reported holding $59.19M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Insight Wealth Strategies, LLC ($27.4M), Tactive Advisors, LLC ($7.8M), First Financial Bank - Trust Division ($5.8M).

Rank	Institution	Value	Shares	Change
1	Insight Wealth Strategies, LLC	$27.4M	138,537	Trimmed
2	Tactive Advisors, LLC	$7.8M	39,343	Added
3	FIRST FINANCIAL BANK - TRUST DIVISION	$5.8M	29,286	Trimmed
4	JUNCTURE WEALTH STRATEGIES, LLC	$3.8M	19,091	Added
5	Farther Finance Advisors, LLC	$3.0M	15,400	Added
6	GILPIN WEALTH MANAGEMENT, LLC	$2.5M	12,565	Trimmed
7	First Citizens Financial Corp	$1.1M	5,431	Trimmed
8	Noble Wealth Management PBC	$1.1M	5,399	Trimmed
9	Breakwater Capital Group	$807,247	4,077	Trimmed
10	Wedmont Private Capital	$760,225	3,799	New
11	Apella Capital, LLC	$758,130	3,770	Trimmed
12	Friday Financial	$714,884	3,568	Hold
13	Galvin, Gaustad & Stein, LLC	$683,951	3,454	Added
14	Acropolis Investment Management, LLC	$620,730	3,135	Hold
15	Taylor & Morgan Wealth Management, LLC	$526,356	2,658	Added
16	Montecito Bank & Trust	$456,786	2,307	Trimmed
17	Avidian Wealth Enterprises, LLC	$366,343	1,850	Trimmed
18	Vilga Financial Planning LLC	$342,540	1,730	Hold
19	Successful Portfolios LLC	$313,823	1,571	Added
20	Rosenberg Matthew Hamilton	$145,530	735	Trimmed
21	CoreCap Advisors, LLC	$55,949	282	Trimmed
22	ARMSTRONG ADVISORY GROUP, INC	$55,242	279	Hold
23	GAMMA Investing LLC	$40,590	205	Hold
24	Trust Co	$22,770	115	Hold
25	Versant Capital Management, Inc	$19,998	101	Hold

Source: SEC Form 13F filings · as of 2026-09-30