Who owns SHAK (SHAK)
Which tracked institutional funds hold SHAK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHAK company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
110 tracked funds added or opened SHAK while 65 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SHAK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SHAK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHAK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 371 tracked filers holding SHAK, 193 increased or opened the position and 178 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SHAK between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- VANGUARD PORTFOLIO MANAGEMENT LLC$204M
- VANGUARD CAPITAL MANAGEMENT LLC$153M
- Anomaly Capital Management, LP$90M
- Junto Capital Management LP$33M
- VANGUARD FIDUCIARY TRUST CO$24M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$20M
Full exits 22
- VANGUARD GROUP INC$324M
- RENAISSANCE TECHNOLOGIES LLC$20M
- Alyeska Investment Group, L.P.$10M
- TWO SIGMA ADVISERS, LP$6M
- KETTLE HILL CAPITAL MANAGEMENT, LLC$6M
- Magnetar Financial LLC$3M
Largest adds
- BALYASNY ASSET MANAGEMENT L.P.$128M
- MILLENNIUM MANAGEMENT LLC$67M
- MARSHALL WACE, LLP$56M
- GOLDMAN SACHS GROUP INC$47M
- Man Group plc$24M
- JANE STREET GROUP, LLC$19M
Largest trims
- BlackRock, Inc.$100M
- WELLINGTON MANAGEMENT GROUP LLP$92M
- MORGAN STANLEY$65M
- Squarepoint Ops LLC$58M
- 12 West Capital Management LP$49M
- CANADA PENSION PLAN INVESTMENT BOARD$43M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,145,945 | $367M | 9.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,300,225 | $204M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,734,685 | $153M | 3.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,698,780 | $150M | 3.7% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,688,957 | $149M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 1,485,669 | $131M | 3.2% | 2026-Q1 |
| 12 West Capital Management LP trimmed | 1,243,595 | $110M | 2.7% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 1,155,577 | $102M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,047,265 | $93M | 2.3% | 2026-Q1 |
| Anomaly Capital Management, LP added | 1,021,608 | $90M | 2.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,001,715 | $89M | 2.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 996,863 | $88M | 2.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 947,480 | $84M | 2.1% | 2026-Q1 |
| Swedbank AB trimmed | 937,200 | $83M | 2.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 899,013 | $80M | 1.9% | 2026-Q1 |
| UBS Group AG trimmed | 894,666 | $79M | 1.9% | 2026-Q1 |
| MARSHALL WACE, LLP added | 892,684 | $79M | 1.9% | 2026-Q1 |
| Van Berkom & Associates Inc. trimmed | 849,310 | $75M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 734,341 | $61M | 1.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 678,246 | $60M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 670,111 | $59M | 1.5% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 592,670 | $52M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 585,017 | $51M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 464,613 | $41M | 1.0% | 2026-Q1 |
| Cannell & Spears LLC added | 452,694 | $40M | 1.0% | 2026-Q1 |
| FMR LLC trimmed | 434,128 | $38M | 0.9% | 2026-Q1 |
| WASATCH ADVISORS LP added | 407,283 | $36M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 400,999 | $35M | 0.9% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 386,724 | $34M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 377,820 | $33M | 0.8% | 2026-Q1 |
| Junto Capital Management LP trimmed | 375,538 | $33M | 0.8% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 332,066 | $29M | 0.7% | 2026-Q1 |
| Aperture Investors, LLC added | 294,582 | $26M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 276,778 | $24M | 0.6% | 2026-Q1 |
| Man Group plc added | 275,532 | $24M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 236,531 | $21M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 230,962 | $20M | 0.5% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 230,000 | $20M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 228,058 | $20M | 0.5% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 223,507 | $20M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 196,732 | $17M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ new | 187,570 | $17M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 186,482 | $16M | 0.4% | 2026-Q1 |
| Think Investments LP new | 178,100 | $16M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 171,576 | $15M | 0.4% | 2026-Q1 |
| Champlain Investment Partners, LLC trimmed | 170,983 | $15M | 0.4% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 157,520 | $14M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 151,015 | $13M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 144,001 | $13M | 0.3% | 2026-Q1 |
| Woodline Partners LP trimmed | 136,307 | $12M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 132,581 | $12M | 0.3% | 2026-Q1 |
| Cornerstone Capital, Inc. trimmed | 128,544 | $11M | 0.3% | 2026-Q1 |
| GDS Wealth Management added | 122,263 | $11M | 0.3% | 2026-Q1 |
| CI INVESTMENTS INC. added | 116,755 | $10M | 0.3% | 2026-Q1 |
| Walleye Capital LLC added | 112,856 | $10M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 106,606 | $9M | 0.2% | 2026-Q1 |
| COOPER INVESTORS PTY LTD added | 99,403 | $9M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 97,575 | $9M | 0.2% | 2026-Q1 |
| Linonia Partnership LP | 95,502 | $8M | 0.2% | 2026-Q1 |
| EFG International AG trimmed | 94,966 | $8M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 93,721 | $8M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 93,583 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 90,810 | $8M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 88,710 | $8M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 86,756 | $8M | 0.2% | 2026-Q1 |
| Quinn Opportunity Partners LLC added | 85,478 | $8M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 84,720 | $7M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 84,276 | $7M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 82,623 | $7M | 0.2% | 2026-Q1 |
| KBC Group NV | 80,532 | $7M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 78,403 | $7M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 78,251 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank | 75,400 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 72,027 | $6M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP trimmed | 70,886 | $6M | 0.2% | 2026-Q1 |
| NATIXIS added | 69,000 | $6M | 0.1% | 2026-Q1 |
| Caisse de depot et placement du Quebec new | 68,157 | $6M | 0.1% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 61,176 | $5M | 0.1% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 57,855 | $5M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 57,510 | $5M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC added | 56,410 | $5M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 55,362 | $5M | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 52,152 | $5M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 52,036 | $5M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 51,266 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,987,264 | $324M | 7.9% | 2025-Q4 stale |
| Holocene Advisors, LP added | 820,993 | $115M | 2.8% | 2025-Q2 stale |
| MANE GLOBAL CAPITAL MANAGEMENT LP added | 570,507 | $80M | 2.0% | 2025-Q2 stale |
| ARMISTICE CAPITAL, LLC added | 285,021 | $25M | 0.6% | 2025-Q1 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 283,717 | $25M | 0.6% | 2025-Q1 stale |
| AXA S.A. added | 152,325 | $21M | 0.5% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 252,000 | $20M | 0.5% | 2025-Q4 stale |
| Driehaus Capital Management LLC trimmed | 212,084 | $19M | 0.5% | 2025-Q1 stale |
| AXA Investment Managers S.A. new | 145,398 | $14M | 0.3% | 2025-Q3 stale |
| Alyeska Investment Group, L.P. new | 125,295 | $10M | 0.2% | 2025-Q4 stale |
| MIG Capital, LLC new | 102,504 | $9M | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 80,006 | $6M | 0.2% | 2025-Q4 stale |
| KETTLE HILL CAPITAL MANAGEMENT, LLC trimmed | 71,284 | $6M | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 34,619 | $5M | 0.1% | 2025-Q2 stale |
| CASTLEARK MANAGEMENT LLC new | 52,630 | $5M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.