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.
| # | 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 | HighTower Advisors, LLC | $6.9M | 314K | ▲+16% Added · +42K sh | Q1 2026 | |
| 8 | Dynasty Wealth Management, LLC | $6.7M | 303K | ▲+10% Added · +28K sh | Q1 2026 | |
| 9 | Quotient Wealth Partners, LLC | $6.6M | 302K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 10 | Trust Co | $6.4M | 287K | ▼−1.7% Reduced · −5K sh | Q2 2026 | |
| 11 | IHT Wealth Management, LLC | $6.0M | 274K | ▲+38% Added · +75K sh | Q1 2026 | |
| 12 | Prentice Wealth Management LLC | $5.5M | 247K | ▲+14% Added · +31K sh | Q2 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $4.2M | 189K | ▲+7.8% Added · +14K sh | Q1 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.5M | 154K | ▼−13% Reduced · −23K sh | Q2 2026 | |
| 15 | Ashton Thomas Private Wealth, LLC | $3.1M | 140K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $2.9M | 132K | ▼−38% Reduced · −80K sh | Q1 2026 | |
| 17 | Vertex Planning Partners, LLC | $2.6M | 117K | ▲+438% Added · +95K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $2.3M | 105K | ▼−25% Reduced · −35K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $2.1M | 94K | ▲+41% Added · +27K sh | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | $1.8M | 84K | ▲~0% Added · +1 sh | Q1 2026 | |
| 21 | Ausdal Financial Partners, Inc. | $1.7M | 77K | ▲+7.7% Added · +5K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $1.6M | 71K | ▼−17% Reduced · −15K sh | Q1 2026 | |
| 23 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.5M | 70K | ▲+48% Added · +23K sh | Q1 2026 | |
| 24 | Vestmark Advisory Solutions, Inc. | $1.3M | 59K | ▲New +59K sh | Q1 2026 | |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.0M | 47K | ▲+421% Added · +38K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 49 funds | $14.4B |
| APPLE INCAAPL | 49 funds | $12.3B |
| NVIDIA CORPNVDA | 49 funds | $10.8B |
| MICROSOFT CORPMSFT | 49 funds | $8.6B |
| AMAZON.COM INCAMZN | 49 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 49 funds | $6.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 49 funds | $5.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 49 funds | $4.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 49 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 49 funds | $3.9B |
| VANGUARD FTSE EMERGING MARKEVWO | 49 funds | $3.5B |
Ranked by how many of SHYM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.