540 tracked 13F filers disclose a position in SHLD as of the latest SEC 13F filings, a combined $4.4B 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/ | $678.4M | 9.6M | ▲+31% Added · +2.3M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $352.2M | 5.0M | ▲+36% Added · +1.3M sh | Q1 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $283.1M | 4.0M | ▲+46% Added · +1.3M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $257.2M | 3.8M | ▲+51% Added · +1.3M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $252.3M | 3.6M | ▲+33% Added · +887K sh | Q1 2026 | |
| 6 | BANK OF MONTREAL /CAN/ | $196.8M | 2.8M | ▲11× Added · +2.5M sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | $70.0M | 1.2M | ▲+40% Added · +334K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $78.1M | 1.1M | ▲+89% Added · +520K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $73.9M | 1.0M | ▲+60% Added · +391K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $71.0M | 1.0M | ▲18× Added · +946K sh | Q1 2026 | |
| 11 | OneDigital Investment Advisors LLC | $69.6M | 982K | ▲+79% Added · +434K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $53.3M | 892K | ▲+16% Added · +122K sh | Q2 2026 | |
| 13 | SOFI WEALTH, LLC | $49.2M | 824K | ▲+11% Added · +80K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $58.2M | 822K | ▲+19% Added · +132K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $57.9M | 817K | ▲+50% Added · +272K sh | Q1 2026 | |
| 16 | UBS Group AG | $57.7M | 814K | ▲+138% Added · +472K sh | Q1 2026 | |
| 17 | Global X Japan Co., Ltd. | $55.3M | 781K | ▲New +781K sh | Q1 2026 | |
| 18 | Henshaw Capital LLC | $45.3M | 759K | ▼−0.4% Reduced · −3K sh | Q2 2026 | |
| 19 | NewEdge Advisors, LLC | $40.3M | 675K | ▲+40% Added · +193K sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $46.3M | 654K | ▲+28% Added · +141K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.3M | 640K | ▲+96% Added · +314K sh | Q1 2026 | |
| 22 | Arax Advisory Partners | $37.1M | 622K | ▲+190% Added · +407K sh | Q2 2026 | |
| 23 | Advocacy Wealth Management, LLC | $35.1M | 587K | ▲+25% Added · +118K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $41.0M | 579K | ▲+13% Added · +68K sh | Q1 2026 | |
| 25 | BENJAMIN EDWARDS INC | $33.0M | 553K | ▲+85% Added · +254K 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, 6 funds opened a new position in SHLD and 37 added to an existing one, while 4 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 | 317 funds | $122.2B |
| MICROSOFT CORPMSFT | 317 funds | $80.6B |
| APPLE INCAAPL | 316 funds | $89.8B |
| AMAZON.COM INCAMZN | 311 funds | $63.0B |
| ALPHABET INC-CL AGOOGL | 311 funds | $59.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 305 funds | $21.0B |
| ALPHABET INC-CL CGOOG | 299 funds | $33.9B |
| BROADCOM INCAVGO | 298 funds | $45.6B |
| META PLATFORMS INC-CLASS AMETA | 298 funds | $35.6B |
| JPMORGAN CHASE & COJPM | 298 funds | $23.1B |
| VANGUARD S&P 500 ETFVOO | 292 funds | $16.6B |
| TESLA INCTSLA | 291 funds | $24.5B |
Ranked by how many of SHLD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SHLDthis pagemc | 540 funds | $4.4B |
| CLIPmc | 138 funds | $1.2B |
| SDIVmc | 114 funds | $169.7M |
| ZAPmc | 84 funds | $204.0M |
| BKCHcommon | 65 funds | $67.4M |
| DJIAmc | 49 funds | $42.2M |
| GNOMmc | 45 funds | $17.0M |
| HYDRMF Closed and MF Open | 38 funds | $5.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SHLD
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/SHLD/capital-change-brief"
Use Arkolith's capital_change_brief for SHLD. 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 SHLD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.