Among active 13F managers last quarter, 10 opened and 15 added, while 14 reduced; the largest holder to move was Southeastern Asset Management Inc (−11%). Over the last 180 days, 2 insiders bought and none sold, a net +$74K in open-market trades.
Funds lean in and no leg opposes.
156 tracked 13F filers disclose a position in SHEN as of the latest SEC 13F filings, a combined $582.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.1M | $106.9M | ▲+1.6% Added · +112K sh | Q2 2026 | |
| 2 | GCM Grosvenor Holdings, LLC | 4.1M | $62.1M | —Held | Q2 2026 | |
| 3 | ECP ControlCo, LLC | 3.5M | $52.1M | —Held | Q2 2026 | |
| 4 | Southeastern Asset Management Inc | 2.6M | $39.5M | ▼−11% Reduced · −323K sh | Q2 2026 | |
| 5 | Dimensional Fund Advisors LP | 2.5M | $38.1M | ▼−0.6% Reduced · −16K sh | Q1 2026 | |
| 6 | State Street Corp | 2.1M | $32.4M | ▲+9.7% Added · +190K sh | Q2 2026 | |
| 7 | Vanguard Capital Management LLC | 2.1M | $31.0M | ▼−5.5% Reduced · −120K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 1.3M | $19.6M | ▲+3.5% Added · +44K sh | Q2 2026 | |
| 9 | Millennium Management LLC | 1.2M | $18.4M | ▲+9.7% Added · +106K sh | Q1 2026 | |
| 10 | American Century Companies Inc | 1.2M | $18.2M | ▲+8.8% Added · +96K sh | Q1 2026 | |
| 11 | Cooper Investors Pty Ltd | 930K | $14.0M | ▼−0.8% Reduced · −7K sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 913K | $13.8M | ▲+3.5% Added · +31K sh | Q2 2026 | |
| 13 | Charles Schwab Investment Management Inc | 787K | $12.1M | ▼−1.1% Reduced · −9K sh | Q1 2026 | |
| 14 | Broad Run Investment Management, LLC | 659K | $9.9M | ▼−25% Reduced · −220K sh | Q2 2026 | |
| 15 | Cerity Partners LLC | 644K | $9.9M | ▲+0.1% Added · +626 sh | Q1 2026 | |
| 16 | Northern Trust Corp | 486K | $7.5M | ▲+6.4% Added · +29K sh | Q1 2026 | |
| 17 | Morgan Stanley | 394K | $6.1M | ▲+5.6% Added · +21K sh | Q1 2026 | |
| 18 | Bridgeway Capital Management, LLC | 394K | $5.9M | ▲+4.2% Added · +16K sh | Q2 2026 | |
| 19 | Two Sigma Investments, LP | 310K | $4.8M | ▲+23% Added · +58K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 303K | $4.6M | ▼−0.2% Reduced · −561 sh | Q2 2026 | |
| 21 | Gamco Investors, Inc. Et Al | 270K | $4.2M | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 264K | $4.1M | ▼−4.9% Reduced · −14K sh | Q1 2026 | |
| 23 | Goldman Sachs Group Inc | 256K | $4.0M | ▲+35% Added · +66K sh | Q1 2026 | |
| 24 | Empowered Funds, LLC | 248K | $3.8M | ▲+8.6% Added · +20K sh | Q1 2026 | |
| 25 | Principal Financial Group Inc | 222K | $3.4M | ▲+2.0% Added · +4K 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, 10 funds opened a new position in SHEN and 15 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 73 funds | $108.0B |
| Apple IncAAPL | 71 funds | $186.3B |
| Microsoft CorpMSFT | 71 funds | $160.5B |
| Amazon.com IncAMZN | 71 funds | $124.9B |
| Nvidia CorpNVDA | 70 funds | $263.1B |
| Eli Lilly & CoLLY | 70 funds | $56.2B |
| Costco Wholesale CorpCOST | 70 funds | $23.1B |
| Bank Of America CorpBAC | 70 funds | $20.7B |
| Alphabet Inc-CL CGOOG | 69 funds | $84.8B |
| JPMorgan Chase & CoJPM | 69 funds | $37.9B |
| Walmart IncWMT | 69 funds | $20.3B |
| Chevron CorpCVX | 69 funds | $19.1B |
Ranked by how many of SHEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHEN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 31, 2026 | Volk James J | SVP Finance & CFO | Buy (P) 2 lots, same day | 4K | $50K |
| Jul 31, 2026 | McKay Edward H | President & CEO | Buy (P) | 2K | $24K |
| Sep 11, 2025 | ECP ControlCo, LLC | 10% Owner | Buy (P) | 2K | $24K |
| Sep 11, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 2K | $24K |
| Sep 10, 2025 | ECP ControlCo, LLC | 10% Owner | Buy (P) | 14K | $180K |
| Sep 10, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 14K | $180K |
| Sep 9, 2025 | ECP Fiber Holdings GP, LLC | 10% Owner | Buy (P) | 362 | $5K |
| Sep 9, 2025 | Energy Capital Partners GP IV, LP | 10% Owner | Buy (P) | 362 | $5K |
| Sep 8, 2025 | ECP Fiber Holdings GP, LLC | 10% Owner | Buy (P) | 147 | $2K |
| Sep 8, 2025 | Energy Capital Partners GP IV, LP | 10% Owner | Buy (P) | 147 | $2K |
| Sep 5, 2025 | Hill City Holdings GP, LLC | 10% Owner | Buy (P) | 3K | $40K |
| Sep 5, 2025 | Energy Capital Partners Iv-A, Lp | 10% Owner | Buy (P) | 3K | $40K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 32 | – |
Insiders Form 4 open-market | 2 | 0 | +$74K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SHEN
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/SHEN/capital-change-brief"
Use Arkolith's capital_change_brief for SHEN. 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 SHEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.