31 tracked 13F filers disclose a position in SHAG as of the latest SEC 13F filings, a combined $32.6M in reported value. 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $6.1M | 128K | ▲+30% Added · +30K sh | Q1 2026 | |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $4.6M | 98K | ▲+17% Added · +15K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $3.9M | 82K | ▼−31% Reduced · −36K sh | Q1 2026 | |
| 4 | Private Advisor Group, LLC | $3.1M | 65K | ▼−25% Reduced · −21K sh | Q2 2026 | |
| 5 | COLUMBIA ADVISORY PARTNERS LLC | $2.6M | 55K | ▼−17% Reduced · −11K sh | Q2 2026 | |
| 6 | CITADEL ADVISORS LLC | $1.9M | 41K | ▼−35% Reduced · −22K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 36K | ▼−25% Reduced · −12K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $1.5M | 31K | ▼−33% Reduced · −15K sh | Q1 2026 | |
| 9 | HF Advisory Group, LLC | $1.1M | 24K | ▲+4.5% Added · +1K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $1.1M | 22K | ▲+406% Added · +18K sh | Q1 2026 | |
| 11 | Insight Advisors, LLC/ PA | $917K | 19K | ▲+13% Added · +2K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $884K | 19K | ▼−7.3% Reduced · −1K sh | Q2 2026 | |
| 13 | Prime Capital Investment Advisors, LLC | $801K | 17K | ▼−1.0% Reduced · −168 sh | Q2 2026 | |
| 14 | WEBSTER BANK, N. A. | $615K | 13K | ▲+13% Added · +1K sh | Q2 2026 | |
| 15 | Winch Advisory Services, LLC | $481K | 10K | ▲+0.4% Added · +44 sh | Q2 2026 | |
| 16 | Bank of New York Mellon Corp | $349K | 7K | ▲+3.1% Added · +224 sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $336K | 7K | ▼−5.7% Reduced · −431 sh | Q1 2026 | |
| 18 | Trilogy Capital Inc. | $207K | 4K | ▼−3.3% Reduced · −148 sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $165K | 3K | ▲+93% Added · +2K sh | Q1 2026 | |
| 20 | Smartleaf Asset Management LLC | $72K | 2K | —Held | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $47K | 991 | ▼−14% Reduced · −160 sh | Q1 2026 | |
| 22 | LANARK FINANCIAL, INC. | $46K | 976 | ▼−58% Reduced · −1K sh | Q2 2026 | |
| 23 | AMERIFLEX GROUP, INC. | $38K | 802 | ▲New +802 sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $38K | 800 | —Held | Q1 2026 | |
| 25 | Advisory Services Network, LLC | $29K | 606 | ▲New +606 sh | 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.
Last quarter, 2 funds opened a new position in SHAG and 4 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $20.8B |
| MICROSOFT CORPMSFT | 15 funds | $15.6B |
| APPLE INCAAPL | 15 funds | $14.4B |
| AMAZON.COM INCAMZN | 15 funds | $13.3B |
| ALPHABET INC-CL AGOOGL | 15 funds | $11.4B |
| TESLA INCTSLA | 15 funds | $3.7B |
| JOHNSON & JOHNSONJNJ | 15 funds | $3.1B |
| RTX CORPRTX | 15 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 15 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $1.3B |
| VANGUARD MID-CAP VALUE ETFVOE | 15 funds | $26.2M |
| EXXONMOBIL HOLDINGS CORPXOM | 14 funds | $7.4B |
Ranked by how many of SHAG's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 560 funds | $9.7B |
| QGRWmc | 152 funds | $1.9B |
| WTAImc | 147 funds | $215.5M |
| NTSXmc | 100 funds | $743.3M |
| WCLDFUND | 87 funds | $127.2M |
| USMFUS MULTIFACTOR ETF | 68 funds | $204.4M |
| GCCmc | 67 funds | $144.3M |
| GDEmc | 65 funds | $240.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SHAG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SHAG/capital-change-brief"
Use Arkolith's capital_change_brief for SHAG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.