32 tracked 13F filers disclose a position in SHMD as of the latest SEC 13F filings, a combined $23.0M 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 | Hartree Partners, LP | $7.4M | 1.3M | ▲+8.5% Added · +105K sh | Q2 2026 | |
| 2 | PRIMORIS WEALTH ADVISORS, LLC | $3.1M | 503K | ▲New +503K sh | Q2 2026 | |
| 3 | CITIGROUP INC | $1.9M | 354K | ▲New +354K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $1.2M | 219K | ▲13× Added · +202K sh | Q1 2026 | |
| 5 | Kerrisdale Advisers, LLC | $1.2M | 194K | ▲New +194K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $883K | 167K | —Held | Q1 2026 | |
| 7 | Pekin Hardy Strauss, Inc. | $1.0M | 165K | —Held | Q2 2026 | |
| 8 | Goodlander Investment Management, LLC | $863K | 163K | ▲New +163K sh | Q1 2026 | |
| 9 | UBS Group AG | $825K | 156K | ▲29× Added · +150K sh | Q1 2026 | |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $663K | 125K | —Held | Q1 2026 | |
| 11 | MORGAN STANLEY | $639K | 121K | ▲+745% Added · +106K sh | Q1 2026 | |
| 12 | PEAK6 LLC | $519K | 83K | ▼−44% Reduced · −66K sh | Q2 2026 | |
| 13 | XTX Topco Ltd | $285K | 54K | ▲+144% Added · +32K sh | Q1 2026 | |
| 14 | MOORE CAPITAL MANAGEMENT, LP | $313K | 50K | ▲New +50K sh | Q2 2026 | |
| 15 | Joel Isaacson & Co., LLC | $291K | 47K | ▲+258% Added · +34K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | $282K | 45K | ▲New +45K sh | Q2 2026 | |
| 17 | O'Brien Greene & Co. Inc | $219K | 35K | ▲New +35K sh | Q2 2026 | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $216K | 34K | ▲+6.0% Added · +2K sh | Q2 2026 | |
| 19 | TUDOR INVESTMENT CORP ET AL | $172K | 32K | ▲New +32K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $169K | 31K | ▲New +31K sh | Q1 2026 | |
| 21 | Engineers Gate Manager LP | $182K | 29K | ▲New +29K sh | Q2 2026 | |
| 22 | Man Group plc | $167K | 27K | ▲New +27K sh | Q2 2026 | |
| 23 | ExodusPoint Capital Management, LP | $114K | 18K | ▼−51% Reduced · −19K sh | Q2 2026 | |
| 24 | Dynamic Technology Lab Private Ltd | $98K | 16K | ▲New +16K sh | Q2 2026 | |
| 25 | LPL Financial LLC | $64K | 12K | ▲New +12K 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 SHMD and 5 added to an existing one, while 1 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 12 funds | $2.5B |
| NVIDIA CORPNVDA | 11 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 11 funds | $1.6B |
| BROADCOM INCAVGO | 11 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 11 funds | $995.9M |
| MICRON TECHNOLOGY INCMU | 11 funds | $737.4M |
| COSTCO WHOLESALE CORPCOST | 11 funds | $489.9M |
| APPLIED MATERIALS INCAMAT | 11 funds | $392.6M |
| APPLE INCAAPL | 10 funds | $4.3B |
| MICROSOFT CORPMSFT | 10 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.2B |
| ELI LILLY & COLLY | 10 funds | $1.1B |
Ranked by how many of SHMD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Streyl Annedore | Director | Sell (S) | 11K | $72K |
| Class | 13F holders | Value held |
|---|---|---|
| SHMDthis pageEquity | 32 funds | $23.0M |
| SHMDWWTS | 10 funds | $4.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SHMD
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/SHMD/capital-change-brief"
Use Arkolith's capital_change_brief for SHMD. 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 SHMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.