SHAG

Wsdmtree Yld En US ST Agg$47.29 0.24%
UnclassifiedUSCUSIP 97717Y808· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
7
+2 QoQ
13F Value (tracked)
$8.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)2 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$47.29 0.24%5Y -7.4%
$45.48$47.05$48.62$50.18$51.7520212022202320242025202622332453642565456354353524253333432443
Hover for who · click for detailEnd-of-day closing prices52w $47.29 – $48.30
Build

Use SHAG data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SHAG

This stock page is the Follow view. The Build view lets your agent query SHAG owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SHAG"
Ask your agent
Use Arkolith to show who owns SHAG,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

7 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Private Advisor Group, LLC
$4.1M
86K
+11%
Added · +8K sh
Q1 2026
2CITADEL ADVISORS LLC
$1.9M
41K
−35%
Reduced · −22K sh
Q1 2026
3Kestra Advisory Services, LLC
$959K
20K
−0.2%
Reduced · −46 sh
Q1 2026
4Prime Capital Investment Advisors, LLC
$814K
17K
+0.4%
Added · +74 sh
Q1 2026
5Trilogy Capital Inc.
$215K
5K
−0.3%
Reduced · −15 sh
Q1 2026
6Smartleaf Asset Management LLC
$72K
2K
+14%
Added · +190 sh
Q1 2026
7CREATIVE FINANCIAL DESIGNS INC /ADV
$2K
38
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
2
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

23 funds-1 since Q2 2022
01427Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $23.5M

Funds that own SHAG also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA8 funds$4.5B
ISHARES CORE S&P 500 ETFIVV8 funds$3.9B
APPLE INCAAPL8 funds$3.1B
AMAZON.COM INCAMZN8 funds$2.5B
MICROSOFT CORPMSFT8 funds$1.8B
MICRON TECHNOLOGY INCMU8 funds$1.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM8 funds$1.5B
BROADCOM INCAVGO8 funds$1.4B
META PLATFORMS INC-CLASS AMETA8 funds$1.4B
ALPHABET INC-CL AGOOGL8 funds$1.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B8 funds$1.1B
SS SPDR S&P 500 ETF TRUST-USSPY8 funds$1.1B

Ranked by how many of SHAG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SHAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.