Among active 13F managers last quarter, 2 opened and 18 added, while 20 reduced; the largest holder to move was Quent Capital, LLC (+6.4%).
372 tracked 13F filers disclose a position in SHM as of the latest SEC 13F filings, a combined $2.9B 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 | Bank Of America Corp | 21.3M | $1.0B | ▲+3.9% Added · +796K sh | Q1 2026 | |
| 2 | Goldman Sachs Group Inc | 5.2M | $246.6M | ▼−3.3% Reduced · −178K sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 3.5M | $169.7M | ▼−13% Reduced · −545K sh | Q1 2026 | |
| 4 | Northwestern Mutual Wealth Management Co | 3.1M | $146.4M | ▲+3.8% Added · +111K sh | Q1 2026 | |
| 5 | Morgan Stanley | 2.3M | $110.2M | ▲+7.9% Added · +169K sh | Q1 2026 | |
| 6 | Quent Capital, LLC | 2.3M | $110.3M | ▲+6.4% Added · +139K sh | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 1.9M | $90.6M | ▲+90% Added · +895K sh | Q1 2026 | |
| 8 | PNC Financial Services Group, Inc. | 1.7M | $82.8M | ▲+9.4% Added · +148K sh | Q1 2026 | |
| 9 | Mercer Global Advisors Inc | 1.5M | $73.9M | ▼−9.8% Reduced · −168K sh | Q1 2026 | |
| 10 | United Capital Financial Advisors, LLC | 1.4M | $65.1M | ▼−4.4% Reduced · −62K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 889K | $42.5M | ▲+5.2% Added · +44K sh | Q1 2026 | |
| 12 | Cliftonlarsonallen Wealth Advisors, LLC | 749K | $35.9M | ▲+0.7% Added · +5K sh | Q2 2026 | |
| 13 | Financial Engines Advisors L.L.C. | 678K | $32.5M | ▲+1.4% Added · +9K sh | Q2 2026 | |
| 14 | Commonwealth Equity Services, LLC | 625K | $29.9M | ▲+2.1% Added · +13K sh | Q1 2026 | |
| 15 | Wealthcare Advisory Partners LLC | 594K | $28.5M | ▼−1.2% Reduced · −7K sh | Q2 2026 | |
| 16 | Gerber Kawasaki Wealth & Investment Management | 508K | $24.3M | ▲+9.9% Added · +46K sh | Q2 2026 | |
| 17 | Alaska Wealth Advisors, LLC | 492K | $23.6M | ▲+5.4% Added · +25K sh | Q2 2026 | |
| 18 | UBS Group AG | 490K | $23.4M | ▲+71% Added · +204K sh | Q1 2026 | |
| 19 | Stifel Financial Corp | 383K | $18.3M | ▼−24% Reduced · −119K sh | Q1 2026 | |
| 20 | JPMorgan Chase & Co | 282K | $13.5M | ▼−4.2% Reduced · −12K sh | Q1 2026 | |
| 21 | Raymond James Financial Inc | 278K | $13.3M | ▲+18% Added · +42K sh | Q1 2026 | |
| 22 | Jane Street Group, LLC | 276K | $13.2M | ▲+512% Added · +231K sh | Q1 2026 | |
| 23 | Ameriprise Financial Inc | 254K | $12.2M | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 24 | Sei Investments Co | 237K | $11.3M | ▼−3.6% Reduced · −9K sh | Q1 2026 | |
| 25 | TD Private Client Wealth LLC | 202K | $9.7M | ▼−6.8% Reduced · −15K 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 SHM and 18 added to an existing one, while 20 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 |
|---|---|---|
| Microsoft CorpMSFT | 190 funds | $54.5B |
| Apple IncAAPL | 187 funds | $72.0B |
| Nvidia CorpNVDA | 186 funds | $79.9B |
| Alphabet Inc-CL AGOOGL | 185 funds | $38.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 182 funds | $8.0B |
| JPMorgan Chase & CoJPM | 181 funds | $17.5B |
| Amazon.com IncAMZN | 180 funds | $39.9B |
| Alphabet Inc-CL CGOOG | 180 funds | $21.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 180 funds | $9.8B |
| Vanguard S&P 500 ETFVOO | 176 funds | $10.4B |
| Broadcom IncAVGO | 175 funds | $27.1B |
| Ishares Core S&P 500 ETFIVV | 175 funds | $26.7B |
Ranked by how many of SHM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHM.
| Class | 13F holders | Value held |
|---|---|---|
| BILmc | 1183 funds | $24.6B |
| SPSMmc | 971 funds | $9.6B |
| JNKmc | 511 funds | $7.6B |
| SPHYmc | 507 funds | $6.1B |
| SPYDmc | 481 funds | $2.0B |
| SPTSmc | 379 funds | $4.1B |
| SJNKmc | 376 funds | $3.0B |
| SHMthis pagemc | 373 funds | $2.9B |
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.