106 tracked 13F filers disclose a position in SHE as of the latest SEC 13F filings, a combined $106.3M 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 | Rock Creek Group LLC | $21.6M | 140K | —Held | Q2 2026 | |
| 2 | MORGAN STANLEY | $11.9M | 93K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $6.3M | 49K | ▼−60% Reduced · −72K sh | Q1 2026 | |
| 4 | ALBION FINANCIAL GROUP /UT | $7.2M | 46K | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $5.8M | 45K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $4.7M | 38K | ▼−0.1% Reduced · −28 sh | Q1 2026 | |
| 7 | Geneos Wealth Management Inc. | $4.2M | 33K | ▲+0.4% Added · +138 sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $3.7M | 29K | ▼−1.1% Reduced · −320 sh | Q1 2026 | |
| 9 | National Philanthropic Trust | $3.3M | 26K | ▲+4.8% Added · +1K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 21K | ▲+593% Added · +18K sh | Q1 2026 | |
| 11 | UBS Group AG | $2.4M | 19K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $1.6M | 12K | ▲+4.0% Added · +470 sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $1.6M | 12K | ▲+5.6% Added · +655 sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 12K | ▲+0.7% Added · +79 sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.4M | 11K | ▲+8.6% Added · +885 sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.3M | 10K | ▼−9.6% Reduced · −1K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $1.2M | 10K | ▲+56% Added · +3K sh | Q1 2026 | |
| 18 | Gradient Investments LLC | $1.1M | 7K | ▲+3.3% Added · +218 sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | $980K | 6K | ▲+8.7% Added · +509 sh | Q2 2026 | |
| 20 | Wealthfront Advisers LLC | $802K | 6K | ▲+1.9% Added · +116 sh | Q1 2026 | |
| 21 | SEI INVESTMENTS CO | $794K | 6K | ▲+0.1% Added · +5 sh | Q1 2026 | |
| 22 | Wilmington Savings Fund Society, FSB | $879K | 6K | ▼−6.3% Reduced · −381 sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $838K | 5K | ▲+23% Added · +999 sh | Q2 2026 | |
| 24 | CITIGROUP INC | $635K | 5K | ▲+9.4% Added · +429 sh | Q1 2026 | |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $561K | 4K | ▼−5.2% Reduced · −241 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, 5 funds opened a new position in SHE and 15 added to an existing one, while 10 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 | 49 funds | $30.2B |
| APPLE INCAAPL | 49 funds | $23.0B |
| ALPHABET INC-CL AGOOGL | 49 funds | $16.2B |
| MICROSOFT CORPMSFT | 48 funds | $22.5B |
| AMAZON.COM INCAMZN | 48 funds | $17.7B |
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $5.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 47 funds | $9.9B |
| JPMORGAN CHASE & COJPM | 47 funds | $6.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 47 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 46 funds | $1.9B |
| BROADCOM INCAVGO | 45 funds | $13.3B |
Ranked by how many of SHE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SHE
This ETF 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/SHE/capital-change-brief"
Use Arkolith's capital_change_brief for SHE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SHE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.