Who owns SHE
Which tracked institutional funds hold SHE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
5 tracked funds added or opened SHE while 6 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
SHE’s largest tracked holder by dollar value, Rock Creek Group LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SHE 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 127 tracked filers holding SHE, 59 increased or opened the position and 47 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 SHE 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 2
- First Affirmative Financial Network$12M
- Napier Financial, LLC$532K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JONES FINANCIAL COMPANIES LLLP$399K
- Ameritas Investment Partners, Inc.$369K
Largest trims
- LPL Financial LLC$10M
- MORGAN STANLEY$740K
- Rock Creek Group LLC$597K
- BANK OF AMERICA CORP /DE/$421K
- UBS Group AG$393K
- JPMORGAN CHASE & CO$274K
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 |
|---|---|---|---|---|
| Rock Creek Group LLC | 139,960 | $18M | 14.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 93,220 | $12M | 9.6% | 2026-Q1 |
| First Affirmative Financial Network | 93,214 | $12M | 9.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 48,979 | $6M | 5.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 45,418 | $6M | 4.7% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT trimmed | 44,692 | $6M | 4.6% | 2026-Q1 |
| Betterment LLC added | 39,173 | $5M | 4.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 37,503 | $5M | 3.8% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 33,219 | $4M | 3.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 28,652 | $4M | 3.0% | 2026-Q1 |
| National Philanthropic Trust added | 25,502 | $3M | 2.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,548 | $3M | 2.1% | 2026-Q1 |
| UBS Group AG trimmed | 19,059 | $2M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 12,336 | $2M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 12,322 | $2M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,064 | $2M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 11,132 | $1M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,023 | $1M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 9,814 | $1M | 1.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,699 | $1M | 1.0% | 2026-Q1 |
| Bell Investment Advisors, Inc added | 6,739 | $861K | 0.7% | 2026-Q1 |
| Gradient Investments LLC trimmed | 6,604 | $844K | 0.7% | 2026-Q1 |
| Wealthfront Advisers LLC added | 6,276 | $802K | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 6,209 | $794K | 0.6% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB added | 6,073 | $776K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 5,837 | $746K | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 4,969 | $635K | 0.5% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 4,265 | $581K | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,414 | $571K | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 4,390 | $561K | 0.5% | 2026-Q1 |
| Laurel Wealth Planning LLC trimmed | 4,221 | $539K | 0.4% | 2026-Q1 |
| Napier Financial, LLC new | 4,166 | $532K | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 4,054 | $518K | 0.4% | 2026-Q1 |
| South Shore Capital Advisors added | 3,973 | $508K | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 3,929 | $502K | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,558 | $497K | 0.4% | 2026-Q1 |
| Fingerlakes Wealth Management, Inc. trimmed | 3,843 | $491K | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 3,742 | $478K | 0.4% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 3,595 | $459K | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 3,575 | $457K | 0.4% | 2026-Q1 |
| CWC Advisors, LLC. added | 3,259 | $417K | 0.3% | 2026-Q1 |
| Winter & Associates, Inc. trimmed | 3,165 | $412K | 0.3% | 2026-Q1 |
| Mendel Capital Management LLC trimmed | 3,202 | $409K | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 3,175 | $406K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,018 | $386K | 0.3% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC | 3,000 | $383K | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 2,892 | $370K | 0.3% | 2026-Q1 |
| CERTUITY, LLC added | 2,824 | $361K | 0.3% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 2,797 | $358K | 0.3% | 2026-Q1 |
| Mountain Capital Investment Advisors Inc. trimmed | 2,519 | $357K | 0.3% | 2026-Q1 |
| MITCHELL SINKLER & STARR/PA | 2,625 | $335K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,609 | $334K | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 2,598 | $332K | 0.3% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC | 2,500 | $320K | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 2,469 | $316K | 0.3% | 2026-Q1 |
| PITTENGER & ANDERSON INC | 2,430 | $311K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,422 | $310K | 0.2% | 2026-Q1 |
| KilterHowling LLC added | 2,329 | $298K | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. trimmed | 2,292 | $293K | 0.2% | 2026-Q1 |
| Creative Planning added | 2,258 | $289K | 0.2% | 2026-Q1 |
| Clifford Group, LLC added | 2,240 | $286K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,157 | $276K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 2,128 | $272K | 0.2% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 2,076 | $265K | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 1,908 | $244K | 0.2% | 2026-Q1 |
| Cerity Partners LLC new | 1,904 | $243K | 0.2% | 2026-Q1 |
| Grove Bank & Trust | 1,886 | $241K | 0.2% | 2026-Q1 |
| ABOUND FINANCIAL, LLC trimmed | 1,780 | $227K | 0.2% | 2026-Q1 |
| Sincerus Advisory, LLC added | 1,724 | $220K | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,665 | $213K | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 1,664 | $213K | 0.2% | 2026-Q1 |
| White Lighthouse Investment Management Inc. added | 1,660 | $212K | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 1,592 | $203K | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP | 1,578 | $202K | 0.2% | 2026-Q1 |
| HOWE & RUSLING INC | 1,562 | $200K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,146 | $146K | 0.1% | 2026-Q1 |
| MJT & Associates Financial Advisory Group, Inc. added | 1,112 | $142K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,047 | $134K | 0.1% | 2026-Q1 |
| Vermillion Wealth Management, Inc. added | 982 | $126K | 0.1% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 795 | $114K | 0.1% | 2026-Q1 |
| Midway Capital Research & Management new | 865 | $111K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC added | 847 | $109K | 0.1% | 2026-Q1 |
| MAI Capital Management | 772 | $99K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 724 | $93K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 700 | $89K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 9,620 | $1M | 0.9% | 2025-Q1 stale |
| CW Advisors, LLC added | 5,049 | $630K | 0.5% | 2025-Q2 stale |
| US FINANCIAL ADVISORS, LLC added | 4,363 | $498K | 0.4% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 3,416 | $390K | 0.3% | 2025-Q1 stale |
| PFG Investments, LLC added | 2,376 | $303K | 0.2% | 2025-Q3 stale |
| SENTINEL PENSION ADVISORS, LLC | 2,417 | $276K | 0.2% | 2025-Q1 stale |
| SILVERLAKE WEALTH MANAGEMENT LLC new | 1,608 | $212K | 0.2% | 2025-Q4 stale |
| Wood Tarver Financial Group, LLC | 1,687 | $210K | 0.2% | 2025-Q2 stale |
| MENORA MIVTACHIM HOLDINGS LTD. new | 1,554 | $205K | 0.2% | 2025-Q4 stale |
| Monument Group Wealth Advisors, LLC new | 1,550 | $205K | 0.2% | 2025-Q4 stale |
| CENTAURUS FINANCIAL, INC. added | 1,508 | $199K | 0.2% | 2025-Q4 stale |
| Stephens Consulting, LLC trimmed | 1,542 | $192K | 0.2% | 2025-Q2 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 923 | $122K | 0.1% | 2025-Q4 stale |
| Strategic Wealth Partners, Ltd. new | 901 | $119K | 0.1% | 2025-Q4 stale |
| ATTICUS WEALTH MANAGEMENT, LLC added | 886 | $111K | 0.1% | 2025-Q2 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.