Who owns SHLD
Which tracked institutional funds hold SHLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHLD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
145 tracked funds added or opened SHLD while 173 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
SHLD’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes SHLD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHLD 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 2026-Q1 and 2026-Q2, across 582 tracked filers holding SHLD, 398 increased or opened the position and 245 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 SHLD between the 2026-Q1 and 2026-Q2 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 32
- NewEdge Advisors, LLC$40M
- MEITAV INVESTMENT HOUSE LTD$20M
- Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$15M
- Marks Group Wealth Management, Inc$11M
- D. E. Shaw & Co., Inc.$9M
- Plancorp, LLC$8M
Full exits 51
- Harel Insurance Investments & Financial Services Ltd.$329M
- Clal Insurance Enterprises Holdings Ltd$120M
- Thrivent Financial for Lutherans$38M
- Bensler, LLC$29M
- Portfolio Strategies, Inc.$20M
- Cambridge Investment Research Advisors, Inc.$17M
Largest adds
- Arax Advisory Partners$22M
- STIFEL FINANCIAL CORP$17M
- Integrated Wealth Concepts LLC$17M
- Vise Technologies, Inc.$14M
- BENJAMIN EDWARDS INC$12M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
Largest trims
- BANK OF AMERICA CORP /DE/$74M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$52M
- LPL Financial LLC$36M
- Parkway Wealth Management Group, LLC$36M
- MORGAN STANLEY$35M
- JANE STREET GROUP, LLC$25M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 10,128,782 | $605M | 14.3% | 2026-Q2 |
| LPL Financial LLC added | 5,291,103 | $316M | 7.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,389,422 | $258M | 6.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,897,587 | $231M | 5.5% | 2026-Q2 |
| MORGAN STANLEY added | 3,635,394 | $217M | 5.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,140,770 | $188M | 4.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,362,699 | $81M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,244,427 | $74M | 1.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,230,452 | $73M | 1.7% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,172,606 | $70M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 997,148 | $60M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 973,435 | $58M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 948,362 | $57M | 1.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 892,482 | $53M | 1.3% | 2026-Q2 |
| SOFI WEALTH, LLC added | 823,592 | $49M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 763,024 | $46M | 1.1% | 2026-Q2 |
| Henshaw Capital LLC trimmed | 759,000 | $45M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 727,323 | $43M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 699,345 | $42M | 1.0% | 2026-Q2 |
| Global X Japan Co., Ltd. trimmed | 689,061 | $41M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 675,460 | $40M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 624,679 | $37M | 0.9% | 2026-Q2 |
| Arax Advisory Partners added | 622,078 | $37M | 0.9% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 587,492 | $35M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 553,219 | $33M | 0.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 527,958 | $32M | 0.7% | 2026-Q2 |
| Ascent Group, LLC added | 444,378 | $27M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 413,512 | $25M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 389,073 | $23M | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC added | 358,058 | $23M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 365,846 | $22M | 0.5% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 355,947 | $21M | 0.5% | 2026-Q2 |
| Goldstein Advisors, LLC added | 335,543 | $20M | 0.5% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD new | 327,597 | $20M | 0.5% | 2026-Q2 |
| Shepherd Financial Partners LLC added | 297,514 | $18M | 0.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 295,524 | $18M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 281,535 | $17M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 267,424 | $16M | 0.4% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 262,921 | $16M | 0.4% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD new | 245,627 | $15M | 0.3% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. added | 243,238 | $15M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 227,846 | $14M | 0.3% | 2026-Q2 |
| Patton Albertson Miller Group, LLC added | 224,449 | $13M | 0.3% | 2026-Q2 |
| Evolution Wealth Advisors, LLC added | 220,193 | $13M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 214,462 | $13M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 213,508 | $13M | 0.3% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 202,340 | $12M | 0.3% | 2026-Q2 |
| West Wealth Group, LLC added | 204,917 | $12M | 0.3% | 2026-Q2 |
| KWB Wealth added | 204,879 | $12M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 198,994 | $12M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 197,160 | $12M | 0.3% | 2026-Q2 |
| Decker Wealth Management LLC trimmed | 193,358 | $12M | 0.3% | 2026-Q2 |
| EQ LLC added | 191,016 | $11M | 0.3% | 2026-Q2 |
| Marks Group Wealth Management, Inc new | 187,085 | $11M | 0.3% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 174,549 | $11M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 184,568 | $11M | 0.3% | 2026-Q2 |
| Scarborough Advisors, LLC added | 172,055 | $11M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 180,254 | $11M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 178,386 | $11M | 0.3% | 2026-Q2 |
| EWA, LLC added | 170,302 | $10M | 0.2% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 169,122 | $10M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 165,561 | $10M | 0.2% | 2026-Q2 |
| Security Financial Services, INC. added | 162,500 | $10M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 159,160 | $10M | 0.2% | 2026-Q2 |
| Pettinga Financial Advisors LLC added | 158,324 | $9M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 149,135 | $9M | 0.2% | 2026-Q2 |
| Kelly Financial Services LLC added | 157,258 | $9M | 0.2% | 2026-Q2 |
| Cardinal Strategic Wealth Guidance added | 154,389 | $9M | 0.2% | 2026-Q2 |
| Stonebrook Private Inc. added | 153,572 | $9M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 149,904 | $9M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 147,408 | $9M | 0.2% | 2026-Q2 |
| POTENTIA WEALTH trimmed | 143,846 | $9M | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 139,364 | $8M | 0.2% | 2026-Q2 |
| Plancorp, LLC new | 136,498 | $8M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 137,010 | $8M | 0.2% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 131,078 | $8M | 0.2% | 2026-Q2 |
| Embree Financial Group added | 130,116 | $8M | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 129,990 | $8M | 0.2% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC added | 129,675 | $8M | 0.2% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 128,904 | $8M | 0.2% | 2026-Q2 |
| Midwest Capital Advisors, LLC added | 127,758 | $8M | 0.2% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 126,408 | $8M | 0.2% | 2026-Q2 |
| Harel Insurance Investments & Financial Services Ltd. added | 4,645,365 | $329M | 7.8% | 2026-Q1 stale |
| Clal Insurance Enterprises Holdings Ltd new | 1,700,000 | $120M | 2.8% | 2026-Q1 stale |
| Thrivent Financial for Lutherans trimmed | 542,589 | $38M | 0.9% | 2026-Q1 stale |
| Bensler, LLC added | 409,770 | $29M | 0.7% | 2026-Q1 stale |
| Quadrature Capital Ltd trimmed | 330,671 | $21M | 0.5% | 2025-Q4 stale |
| Portfolio Strategies, Inc. added | 277,726 | $20M | 0.5% | 2026-Q1 stale |
| Parker Investment Management, LLC new | 319,966 | $19M | 0.5% | 2025-Q2 stale |
| Cambridge Investment Research Advisors, Inc. added | 243,327 | $17M | 0.4% | 2026-Q1 stale |
| Mirae Asset Global Investments Co., Ltd. trimmed | 198,550 | $14M | 0.3% | 2026-Q1 stale |
| Marks Wealth, LLC new | 230,922 | $14M | 0.3% | 2025-Q2 stale |
| Austin Private Wealth, LLC added | 213,820 | $14M | 0.3% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 169,874 | $12M | 0.3% | 2026-Q1 stale |
| CAXTON ASSOCIATES LLP new | 147,355 | $10M | 0.2% | 2025-Q3 stale |
| SMI Advisory Services, LLC new | 159,858 | $10M | 0.2% | 2025-Q2 stale |
| Proficio Capital Partners LLC trimmed | 129,742 | $9M | 0.2% | 2026-Q1 stale |
| WJ Wealth Management, LLC added | 118,982 | $8M | 0.2% | 2026-Q1 stale |
| PRUDENTIAL PLC added | 110,000 | $8M | 0.2% | 2026-Q1 stale |
| Sterling Manor Financial, LLC trimmed | 107,682 | $8M | 0.2% | 2026-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.