Among active 13F managers last quarter, 2 opened and 1 reduced; the largest holder to move was Citadel Advisors LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
9 tracked 13F filers disclose a position in SHFS as of the latest SEC 13F filings, a combined $50K 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 | Blue Owl Capital Holdings LP | 76K | $18K | —Held | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 38K | $9K | ▼−5.6% Reduced · −2K sh | Q2 2026 | |
| 3 | Citadel Advisors LLC | 36K | $9K | ▲New +36K sh | Q2 2026 | |
| 4 | Checchi Capital Advisers, LLC | 32K | $8K | —Held | Q2 2026 | |
| 5 | SJS Investment Consulting Inc. | 11K | $3K | —Held | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 8K | $2K | —Held | Q2 2026 | |
| 7 | TD Waterhouse Canada Inc. | 5K | $1K | —Held | Q2 2026 | |
| 8 | Tower Research Capital LLC (TRC) | 1K | $831 | ▼−79% Reduced · −4K sh | Q1 2026 | |
| 9 | SBI Securities Co., Ltd. | 2 | $0 | ▲New +2 sh | Q2 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 SHFS, while 1 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 |
|---|---|---|
| Capital One Financial CorpCOF | 6 funds | $445.4M |
| Dell Technologies -CDELL | 6 funds | $206.5M |
| Nvidia CorpNVDA | 5 funds | $3.0B |
| Amazon.com IncAMZN | 5 funds | $2.7B |
| Apple IncAAPL | 5 funds | $2.4B |
| Microsoft CorpMSFT | 5 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 5 funds | $1.2B |
| Electronic Arts IncEA | 5 funds | $1.2B |
| Eli Lilly & CoLLY | 5 funds | $1.2B |
| Broadcom IncAVGO | 5 funds | $1.2B |
| BlackRock IncBLK | 5 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 5 funds | $1.0B |
Ranked by how many of SHFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHFS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 14, 2023 | Seefried Sundie | Chief Executive Officer | Buy (P) | 25K | $24K |
| Dec 14, 2023 | Fagan Doug | Director | Buy (P) | 15K | $15K |
| Dec 11, 2023 | Seefried Sundie | Chief Executive Officer | Buy (P) | 5K | $5K |
| Dec 11, 2023 | Roda Dan | EVP & Chief Operating Officer | Buy (P) | 1K | $1K |
| Dec 11, 2023 | Niehaus Jonathon | Director | Buy (P) | 10K | $9K |
| Dec 11, 2023 | Summers Jonathan | Director | Buy (P) | 3K | $3K |
| Dec 8, 2023 | Emmi Donald | Chief Legal Officer | Buy (P) | 8K | $8K |
| Dec 8, 2023 | Seefried Sundie | Chief Executive Officer | Buy (P) | 4K | $4K |
| Dec 8, 2023 | Summers Jonathan | Director | Buy (P) | 5K | $5K |
| Dec 5, 2023 | Seefried Sundie | Chief Executive Officer | Buy (P) | 20K | $18K |
| Dec 5, 2023 | Emmi Donald | Chief Legal Officer | Buy (P) | 66K | $57K |
| Dec 5, 2023 | Niehaus Jonathon | Director | Buy (P) | 5K | $4K |
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 | 0 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 SHFS
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/SHFS/capital-change-brief"
Use Arkolith's capital_change_brief for SHFS. 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 SHFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.