319 tracked 13F filers disclose a position in SHM as of the latest SEC 13F filings, a combined $2.8B 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/ | $1.0B | 21.3M | ▲+3.9% Added · +796K sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $246.6M | 5.2M | ▼−3.3% Reduced · −178K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $169.7M | 3.5M | ▼−13% Reduced · −545K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.4M | 3.1M | ▲+3.8% Added · +111K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $110.2M | 2.3M | ▲+7.9% Added · +169K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $90.6M | 1.9M | ▲+90% Added · +895K sh | Q1 2026 | |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | $82.8M | 1.7M | ▲+9.4% Added · +148K sh | Q1 2026 | |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $73.9M | 1.5M | ▼−9.8% Reduced · −168K sh | Q1 2026 | |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $67.9M | 1.4M | ▼−22% Reduced · −398K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $42.5M | 889K | ▲+5.2% Added · +44K sh | Q1 2026 | |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.9M | 749K | ▲+0.7% Added · +5K sh | Q2 2026 | |
| 12 | Financial Engines Advisors L.L.C. | $32.0M | 668K | ▲+0.5% Added · +3K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $29.9M | 625K | ▲+2.1% Added · +13K sh | Q1 2026 | |
| 14 | Wealthcare Advisory Partners LLC | $28.5M | 594K | ▼−1.2% Reduced · −7K sh | Q2 2026 | |
| 15 | UBS Group AG | $23.4M | 490K | ▲+71% Added · +204K sh | Q1 2026 | |
| 16 | Gerber Kawasaki Wealth & Investment Management | $22.1M | 462K | ▲+11% Added · +45K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $18.3M | 383K | ▼−24% Reduced · −119K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $13.5M | 282K | ▼−4.2% Reduced · −12K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $13.3M | 278K | ▲+18% Added · +42K sh | Q1 2026 | |
| 20 | JANE STREET GROUP, LLC | $13.2M | 276K | ▲+512% Added · +231K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $12.2M | 254K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 22 | UMB Bank, n.a. | $11.6M | 242K | ▼−54% Reduced · −287K sh | Q1 2026 | |
| 23 | SEI INVESTMENTS CO | $11.3M | 237K | ▼−3.6% Reduced · −9K sh | Q1 2026 | |
| 24 | TD PRIVATE CLIENT WEALTH LLC | $9.7M | 202K | ▼−6.8% Reduced · −15K sh | Q2 2026 | |
| 25 | TRUIST FINANCIAL CORP | $9.6M | 201K | ▲+11% Added · +20K 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, 3 funds opened a new position in SHM and 18 added to an existing one, while 20 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 157 funds | $53.3B |
| APPLE INCAAPL | 156 funds | $68.8B |
| NVIDIA CORPNVDA | 154 funds | $79.2B |
| ALPHABET INC-CL AGOOGL | 153 funds | $37.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 152 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 150 funds | $16.9B |
| AMAZON.COM INCAMZN | 149 funds | $38.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 149 funds | $9.6B |
| ALPHABET INC-CL CGOOG | 147 funds | $20.5B |
| META PLATFORMS INC-CLASS AMETA | 144 funds | $19.1B |
| ISHARES CORE S&P 500 ETFIVV | 144 funds | $13.6B |
| TESLA INCTSLA | 143 funds | $12.1B |
Ranked by how many of SHM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BILmc | 962 funds | $23.8B |
| SPSMmc | 778 funds | $8.5B |
| JNKmc | 432 funds | $6.9B |
| SPHYmc | 415 funds | $5.4B |
| SPYDmc | 398 funds | $1.8B |
| SHMthis pagemc | 319 funds | $2.8B |
| SPTSmc | 307 funds | $3.7B |
| SJNKmc | 306 funds | $2.6B |
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 SHM
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/SHM/capital-change-brief"
Use Arkolith's capital_change_brief for SHM. 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 SHM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.