Among active 13F managers last quarter, 4 opened and 21 added, while 13 reduced; the largest holder to move was Sykon Capital LLC (36× the prior stake). No recent Form 4 insider filings for SHYD.
Funds lean in and no leg opposes.
145 tracked 13F filers disclose a position in SHYD as of the latest SEC 13F filings, a combined $266.4M 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 | Wells Fargo & Company | 1.6M | $36.2M | ▲+7.5% Added · +111K sh | Q1 2026 | |
| 2 | Mercer Global Advisors Inc | 1.5M | $34.9M | ▼−16% Reduced · −292K sh | Q1 2026 | |
| 3 | Morgan Stanley | 959K | $21.7M | ▲+14% Added · +117K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 774K | $17.5M | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 600K | $13.6M | ▲+79% Added · +265K sh | Q1 2026 | |
| 6 | Sykon Capital LLC | 428K | $9.8M | ▲36× Added · +416K sh | Q2 2026 | |
| 7 | First Foundation Advisors | 316K | $7.2M | ▼−0.9% Reduced · −3K sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 280K | $6.4M | ▼−1.8% Reduced · −5K sh | Q1 2026 | |
| 9 | Fragasso Financial Advisors Inc | 267K | $6.1M | ▲+0.3% Added · +753 sh | Q2 2026 | |
| 10 | Ameriprise Financial Inc | 267K | $6.0M | ▲+50% Added · +89K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 206K | $4.7M | ▲+14% Added · +26K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 195K | $4.4M | ▲+5.3% Added · +10K sh | Q1 2026 | |
| 13 | Vaquero Private Wealth, Ltd | 195K | $4.5M | ▲New +195K sh | Q2 2026 | |
| 14 | Great Valley Advisor Group, Inc. | 192K | $4.4M | ▼−2.7% Reduced · −5K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | 184K | $4.2M | ▲+27% Added · +39K sh | Q1 2026 | |
| 16 | UBS Group AG | 170K | $3.9M | ▼−25% Reduced · −57K sh | Q1 2026 | |
| 17 | Truist Financial Corp | 134K | $3.0M | ▼−3.0% Reduced · −4K sh | Q1 2026 | |
| 18 | Waverly Advisors, LLC | 130K | $3.0M | ▼−8.1% Reduced · −11K sh | Q2 2026 | |
| 19 | Royal Bank Of Canada | 128K | $2.9M | ▲+2.2% Added · +3K sh | Q1 2026 | |
| 20 | Midwestern Financial, LLC | 124K | $2.8M | ▲+33% Added · +31K sh | Q2 2026 | |
| 21 | Dynamic Advisor Solutions LLC | 116K | $2.7M | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 22 | High Net Worth Advisory Group LLC | 100K | $2.3M | —Held | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 96K | $2.2M | ▲+18% Added · +15K sh | Q1 2026 | |
| 24 | Jones Financial Companies LLLP | 86K | $1.9M | ▼−5.5% Reduced · −5K sh | Q1 2026 | |
| 25 | Wealthspire Advisors, LLC | 73K | $1.6M | ▲+2.3% Added · +2K 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, 4 funds opened a new position in SHYD and 21 added to an existing one, while 13 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 | 69 funds | $8.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 69 funds | $3.1B |
| Microsoft CorpMSFT | 68 funds | $5.2B |
| Nvidia CorpNVDA | 66 funds | $7.4B |
| JPMorgan Chase & CoJPM | 66 funds | $2.5B |
| Amazon.com IncAMZN | 65 funds | $5.5B |
| Alphabet Inc-CL CGOOG | 65 funds | $3.0B |
| Invesco QQQ Trust Series 1QQQ | 65 funds | $2.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 65 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 64 funds | $3.3B |
| Johnson & JohnsonJNJ | 64 funds | $1.4B |
| Meta Platforms Inc-Class AMETA | 63 funds | $1.8B |
Ranked by how many of SHYD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SHYD.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 31 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for SHYD
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/SHYD/capital-change-brief"
Use Arkolith's capital_change_brief for SHYD. 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 SHYD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.