Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was RFG Advisory, LLC (−27%).
15 tracked 13F filers disclose a position in SHRY as of the latest SEC 13F filings, a combined $8.1M 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 | LPL Financial LLC | 71K | $3.1M | ▼−5.4% Reduced · −4K sh | Q1 2026 | |
| 2 | Susquehanna International Group, LLP | 49K | $2.1M | ▲+26% Added · +10K sh | Q1 2026 | |
| 3 | FSB Premier Wealth Management, Inc. | 21K | $918K | ▲~0% Added · +4 sh | Q2 2026 | |
| 4 | Goldman Sachs Group Inc | 19K | $835K | ▼−5.5% Reduced · −1K sh | Q1 2026 | |
| 5 | Mariner, LLC | 7K | $319K | ▼−1.4% Reduced · −107 sh | Q1 2026 | |
| 6 | RFG Advisory, LLC | 6K | $251K | ▼−27% Reduced · −2K sh | Q2 2026 | |
| 7 | Allworth Financial LP | 6K | $243K | —Held | Q1 2026 | |
| 8 | International Assets Investment Management, LLC | 2K | $91K | ▲New +2K sh | Q2 2026 | |
| 9 | Harbour Investments, Inc. | 1K | $63K | ▲+152% Added · +875 sh | Q1 2026 | |
| 10 | UBS Group AG | 1K | $49K | ▲+22% Added · +206 sh | Q1 2026 | |
| 11 | Private Trust Co Na | 1K | $43K | —Held | Q2 2026 | |
| 12 | Lanark Financial, Inc. | 928 | $40K | —Held | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 541 | $24K | —Held | Q1 2026 | |
| 14 | Global Retirement Partners, LLC | 250 | $11K | —Held | Q2 2026 | |
| 15 | Wells Fargo & Company | 1 | $52 | —Held | 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, 1 fund opened a new position in SHRY and 1 added to an existing one, 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $484.1M |
| Nvidia CorpNVDA | 5 funds | $377.3M |
| Vanguard S&P 500 ETFVOO | 5 funds | $373.8M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $349.6M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 5 funds | $347.8M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $282.0M |
| Microsoft CorpMSFT | 5 funds | $213.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $210.2M |
| Amazon.com IncAMZN | 5 funds | $207.8M |
| First Trust Smid Cap RisingSDVY | 5 funds | $170.2M |
| Alphabet Inc-CL AGOOGL | 5 funds | $165.1M |
| Ishares Core S&P Midcap ETFIJH | 5 funds | $148.3M |
Ranked by how many of SHRY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHRY.
No filings captured for this ticker in the live stream yet.
Connected entities for SHRY
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/SHRY/capital-change-brief"
Use Arkolith's capital_change_brief for SHRY. 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 SHRY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.