126 tracked 13F filers disclose a position in SHYD as of the latest SEC 13F filings, a combined $248.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $36.2M | 1.6M | ▲+7.5% Added · +111K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $34.9M | 1.5M | ▼−16% Reduced · −292K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $21.7M | 959K | ▲+14% Added · +117K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $17.5M | 774K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $13.6M | 600K | ▲+79% Added · +265K sh | Q1 2026 | |
| 6 | FIRST FOUNDATION ADVISORS | $7.2M | 319K | ▲+3.8% Added · +12K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 280K | ▼−1.8% Reduced · −5K sh | Q1 2026 | |
| 8 | Fragasso Financial Advisors Inc | $6.1M | 267K | ▲+0.3% Added · +753 sh | Q2 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $6.0M | 267K | ▲+50% Added · +89K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.7M | 206K | ▲+14% Added · +26K sh | Q1 2026 | |
| 11 | GREAT VALLEY ADVISOR GROUP, INC. | $4.5M | 197K | ▼−3.1% Reduced · −6K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 195K | ▲+5.3% Added · +10K sh | Q1 2026 | |
| 13 | VAQUERO PRIVATE WEALTH, LTD | $4.5M | 195K | ▲New +195K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $4.2M | 184K | ▲+27% Added · +39K sh | Q1 2026 | |
| 15 | UBS Group AG | $3.9M | 170K | ▼−25% Reduced · −57K sh | Q1 2026 | |
| 16 | Waverly Advisors, LLC | $3.2M | 142K | ▲+123% Added · +78K sh | Q1 2026 | |
| 17 | TRUIST FINANCIAL CORP | $3.0M | 134K | ▼−3.0% Reduced · −4K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $2.9M | 128K | ▲+2.2% Added · +3K sh | Q1 2026 | |
| 19 | Dynamic Advisor Solutions LLC | $2.7M | 116K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 20 | High Net Worth Advisory Group LLC | $2.3M | 100K | —Held | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $2.2M | 96K | ▲+18% Added · +15K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 86K | ▼−5.5% Reduced · −5K sh | Q1 2026 | |
| 23 | Hamilton Wealth, LLC | $1.7M | 76K | ▼−25% Reduced · −26K sh | Q1 2026 | |
| 24 | Wealthspire Advisors, LLC | $1.6M | 73K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 25 | Willis Johnson & Associates, Inc. | $1.6M | 71K | ▼−43% Reduced · −54K 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, 6 funds opened a new position in SHYD and 20 added to an existing one, while 11 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 56 funds | $2.5B |
| APPLE INCAAPL | 55 funds | $6.7B |
| MICROSOFT CORPMSFT | 54 funds | $4.3B |
| NVIDIA CORPNVDA | 53 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 53 funds | $2.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 53 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 53 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 52 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 52 funds | $2.2B |
| AMAZON.COM INCAMZN | 51 funds | $4.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 51 funds | $2.7B |
| BROADCOM INCAVGO | 51 funds | $2.4B |
Ranked by how many of SHYD's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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.