654 tracked 13F filers disclose a position in SHV as of the latest SEC 13F filings, a combined $9.5B 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 | BlackRock, Inc. | $2.0B | 17.9M | ▼−0.4% Reduced · −74K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $619.7M | 5.6M | ▼−6.0% Reduced · −360K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $578.2M | 5.2M | ▲+5.8% Added · +288K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $372.3M | 3.4M | ▲+10% Added · +309K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $331.0M | 3.0M | ▼−3.4% Reduced · −107K sh | Q1 2026 | |
| 6 | Wealthfront Advisers LLC | $235.4M | 2.1M | ▲+4.2% Added · +86K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $215.6M | 2.0M | ▲+76% Added · +844K sh | Q1 2026 | |
| 8 | UBS Group AG | $184.6M | 1.7M | ▼−7.6% Reduced · −137K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $165.4M | 1.5M | ▼−2.3% Reduced · −35K sh | Q1 2026 | |
| 10 | Wealthspire Retirement, LLC | $162.9M | 1.5M | ▲+43% Added · +443K sh | Q2 2026 | |
| 11 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $157.4M | 1.4M | ▲+7.6% Added · +101K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $151.2M | 1.4M | ▲+53% Added · +477K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $147.1M | 1.3M | ▼−4.1% Reduced · −57K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.3M | 1.1M | ▲+11% Added · +112K sh | Q2 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $121.0M | 1.1M | ▲+87% Added · +509K sh | Q1 2026 | |
| 16 | FIL Ltd | $109.8M | 995K | ▲3k× Added · +994K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $97.7M | 885K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 18 | Ausdal Financial Partners, Inc. | $90.2M | 817K | ▲+91% Added · +390K sh | Q2 2026 | |
| 19 | Trust Co | $89.0M | 806K | ▲+2.0% Added · +16K sh | Q2 2026 | |
| 20 | Americana Partners, LLC | $85.2M | 772K | ▼−1.6% Reduced · −12K sh | Q2 2026 | |
| 21 | Marks Wealth, LLC | $83.5M | 757K | ▼−65% Reduced · −1.4M sh | Q2 2026 | |
| 22 | ASSETMARK, INC | $81.3M | 737K | ▲+9.9% Added · +66K sh | Q2 2026 | |
| 23 | Oakworth Capital, Inc. | $77.1M | 699K | ▼−31% Reduced · −315K sh | Q1 2026 | |
| 24 | Townsend & Associates, Inc | $73.3M | 664K | ▲+2.9% Added · +18K sh | Q2 2026 | |
| 25 | White Lighthouse Investment Management Inc. | $66.9M | 607K | ▲+17% Added · +87K 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, 1 fund opened a new position in SHV and 26 added to an existing one, while 22 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 |
|---|---|---|
| APPLE INCAAPL | 392 funds | $102.4B |
| MICROSOFT CORPMSFT | 390 funds | $97.5B |
| NVIDIA CORPNVDA | 384 funds | $129.0B |
| AMAZON.COM INCAMZN | 377 funds | $70.6B |
| ALPHABET INC-CL AGOOGL | 377 funds | $56.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 369 funds | $24.4B |
| ALPHABET INC-CL CGOOG | 364 funds | $45.7B |
| JPMORGAN CHASE & COJPM | 357 funds | $25.0B |
| BROADCOM INCAVGO | 353 funds | $51.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 353 funds | $16.9B |
| JOHNSON & JOHNSONJNJ | 351 funds | $17.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 348 funds | $10.7B |
Ranked by how many of SHV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SHV
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/SHV/capital-change-brief"
Use Arkolith's capital_change_brief for SHV. 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 SHV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.