Who owns SHMD
Which tracked institutional funds hold SHMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHMD 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
The tracked-fund tape on SHMD is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 2 trimmed or exited — on balance accumulating.
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
SHMD’s largest tracked holder by dollar value, Hartree Partners, LP, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SHMD 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 31 tracked filers holding SHMD, 27 increased or opened the position and 5 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 SHMD 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 4
- CITIGROUP INC$2M
- Lane Generational LLC$1M
- Goodlander Investment Management, LLC$863K
- PEAK6 LLC$789K
Full exits 1
- Diametric Capital, LP$599K
Largest adds
- Hartree Partners, LP$2M
- JANE STREET GROUP, LLC$1M
- UBS Group AG$791K
- MORGAN STANLEY$551K
- Pekin Hardy Strauss, Inc.$513K
- HRT FINANCIAL LP$500K
Largest trims
- Yakira Capital Management, Inc.$448K
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 |
|---|---|---|---|---|
| Hartree Partners, LP added | 1,237,500 | $6M | 31.6% | 2026-Q1 |
| CITIGROUP INC new | 353,599 | $2M | 9.1% | 2026-Q1 |
| Lane Generational LLC new | 274,617 | $1M | 7.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 219,408 | $1M | 5.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | 166,573 | $883K | 4.3% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 164,600 | $872K | 4.2% | 2026-Q1 |
| Goodlander Investment Management, LLC new | 162,849 | $863K | 4.2% | 2026-Q1 |
| UBS Group AG added | 155,572 | $825K | 4.0% | 2026-Q1 |
| PEAK6 LLC new | 148,846 | $789K | 3.8% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 125,000 | $662K | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 120,597 | $639K | 3.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 119,015 | $630K | 3.1% | 2026-Q1 |
| XTX Topco Ltd added | 53,715 | $285K | 1.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 36,951 | $196K | 1.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 32,494 | $172K | 0.8% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 32,387 | $172K | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 30,786 | $169K | 0.8% | 2026-Q1 |
| CORSAIR CAPITAL MANAGEMENT, L.P. new | 28,000 | $148K | 0.7% | 2026-Q1 |
| McAdam, LLC new | 22,567 | $120K | 0.6% | 2026-Q1 |
| Sepio Capital, LP new | 13,992 | $74K | 0.4% | 2026-Q1 |
| Joel Isaacson & Co., LLC new | 13,000 | $69K | 0.3% | 2026-Q1 |
| LPL Financial LLC new | 12,130 | $64K | 0.3% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 11,283 | $60K | 0.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC new | 5,050 | $27K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP new | 1,589 | $8K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 378 | $2K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 233 | $1K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 125 | $663 | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 76 | $403 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 50 | $265 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 31 | $164 | 0.0% | 2026-Q1 |
| Tabor Asset Management, LP new | 193,406 | $766K | 3.7% | 2025-Q1 stale |
| Diametric Capital, LP new | 96,717 | $599K | 2.9% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 24,755 | $153K | 0.7% | 2025-Q4 stale |
| Magnetar Financial LLC new | 48,049 | $135K | 0.7% | 2025-Q2 stale |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 15,485 | $96K | 0.5% | 2025-Q4 stale |
| TENOR CAPITAL MANAGEMENT Co., L.P. new | 14,041 | $40K | 0.2% | 2025-Q3 stale |
| FNY Investment Advisers, LLC new | 5,100 | $31K | 0.2% | 2025-Q4 stale |
| HGC Investment Management Inc. | 2,505 | $7K | 0.0% | 2025-Q3 stale |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC new | 600 | $2K | 0.0% | 2025-Q3 stale |
| BNP PARIBAS FINANCIAL MARKETS new | 87 | $241 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.