135 tracked 13F filers disclose a position in SHYM as of the latest SEC 13F filings, a combined $413.3M 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 | Orgel Wealth Management, LLC | $182.9M | 8.1M | ▲New +8.1M sh | Q2 2026 | |
| 2 | LPL Financial LLC | $31.8M | 1.4M | ▲+55% Added · +511K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $28.3M | 1.3M | ▲+118% Added · +695K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $13.8M | 626K | ▲+23% Added · +116K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 613K | ▲+33% Added · +151K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $8.4M | 383K | ▲+7.1% Added · +25K sh | Q1 2026 | |
| 7 | Quotient Wealth Partners, LLC | $7.3M | 323K | ▲+7.1% Added · +22K sh | Q2 2026 | |
| 8 | Dynasty Wealth Management, LLC | $7.1M | 318K | ▲+4.7% Added · +14K sh | Q2 2026 | |
| 9 | HighTower Advisors, LLC | $6.9M | 314K | ▲+16% Added · +42K sh | Q1 2026 | |
| 10 | Trust Co | $6.4M | 287K | ▼−1.7% Reduced · −5K sh | Q2 2026 | |
| 11 | Prentice Wealth Management LLC | $5.5M | 247K | ▲+14% Added · +31K sh | Q2 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $4.9M | 217K | ▲+15% Added · +28K sh | Q2 2026 | |
| 13 | FORTE ASSET MANAGEMENT LLC | $4.0M | 178K | ▲~0% Added · +34 sh | Q2 2026 | |
| 14 | Evergreen Wealth Partners LLC | $3.7M | 163K | ▲+7.5% Added · +11K sh | Q2 2026 | |
| 15 | Rialto Wealth Management, LLC | $3.6M | 162K | ▲+47% Added · +52K sh | Q2 2026 | |
| 16 | IHT Wealth Management, LLC | $3.5M | 157K | ▼−43% Reduced · −117K sh | Q2 2026 | |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.5M | 154K | ▼−13% Reduced · −23K sh | Q2 2026 | |
| 18 | Ashton Thomas Private Wealth, LLC | $3.1M | 138K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 19 | JANE STREET GROUP, LLC | $2.9M | 132K | ▼−38% Reduced · −80K sh | Q1 2026 | |
| 20 | Vertex Planning Partners, LLC | $2.6M | 117K | ▲+438% Added · +95K sh | Q1 2026 | |
| 21 | FourThought Financial Partners, LLC | $2.4M | 106K | ▲+0.1% Added · +97 sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $2.3M | 105K | ▼−25% Reduced · −35K sh | Q1 2026 | |
| 23 | DeLarme Wealth Management, Inc. | $2.2M | 96K | ▲+7.9% Added · +7K sh | Q2 2026 | |
| 24 | TRUIST FINANCIAL CORP | $2.1M | 94K | ▲+41% Added · +27K sh | Q1 2026 | |
| 25 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $2.0M | 89K | ▲+26% Added · +19K 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, 6 funds opened a new position in SHYM and 25 added to an existing one, while 9 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 |
|---|---|---|
| NVIDIA CORPNVDA | 58 funds | $37.7B |
| APPLE INCAAPL | 57 funds | $30.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 56 funds | $2.1B |
| MICROSOFT CORPMSFT | 55 funds | $25.5B |
| ALPHABET INC-CL AGOOGL | 55 funds | $14.2B |
| JPMORGAN CHASE & COJPM | 55 funds | $6.4B |
| ISHARES CORE S&P 500 ETFIVV | 55 funds | $2.9B |
| AMAZON.COM INCAMZN | 54 funds | $17.1B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $8.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 54 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 53 funds | $9.9B |
| JOHNSON & JOHNSONJNJ | 53 funds | $5.3B |
Ranked by how many of SHYM'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 SHYM
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/SHYM/capital-change-brief"
Use Arkolith's capital_change_brief for SHYM. 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 SHYM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.