Who owns SHV
Which tracked institutional funds hold SHV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
138 tracked funds added or opened SHV while 180 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
SHV’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 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes SHV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHV 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 695 tracked filers holding SHV, 306 increased or opened the position and 401 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 SHV 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 23
- Global Retirement Partners, LLC$43M
- Highland Investment Advisors LLC$18M
- NewEdge Advisors, LLC$16M
- Roof Eidam Maycock Peralta, LLC$11M
- OLD MISSION CAPITAL LLC$7M
- a16z Perennial Management, L.P.$6M
Full exits 43
- Betterment LLC$72M
- Acorns Advisers, LLC$54M
- A&I FINANCIAL SERVICES, LLC$44M
- Janney Montgomery Scott LLC$26M
- HighTower Advisors, LLC$24M
- Norris Financial Group, LLC$20M
Largest adds
- BlackRock, Inc.$98M
- LPL Financial LLC$62M
- Arax Advisory Partners$54M
- Wealthspire Retirement, LLC$49M
- AQR CAPITAL MANAGEMENT LLC$47M
- Ausdal Financial Partners, Inc.$43M
Largest trims
- Marks Wealth, LLC$155M
- ENVESTNET ASSET MANAGEMENT INC$103M
- WELLS FARGO & COMPANY/MN$65M
- FIL Ltd$57M
- UBS Group AG$30M
- Summit Financial, LLC$28M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,148,134 | $2.0B | 24.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,415,604 | $598M | 7.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,646,794 | $513M | 6.2% | 2026-Q2 |
| LPL Financial LLC added | 3,934,832 | $434M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,198,846 | $353M | 4.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 2,133,613 | $235M | 2.9% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 1,478,117 | $163M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,445,040 | $159M | 1.9% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 1,444,594 | $159M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,399,431 | $154M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,380,764 | $152M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,298,292 | $143M | 1.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,111,769 | $122M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,019,769 | $113M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,001,611 | $111M | 1.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 817,426 | $90M | 1.1% | 2026-Q2 |
| Trust Co added | 806,478 | $89M | 1.1% | 2026-Q2 |
| Americana Partners, LLC trimmed | 772,181 | $85M | 1.0% | 2026-Q2 |
| Marks Wealth, LLC trimmed | 756,645 | $83M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 736,803 | $81M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 672,540 | $74M | 0.9% | 2026-Q2 |
| Townsend & Associates, Inc added | 664,440 | $73M | 0.9% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. trimmed | 610,581 | $67M | 0.8% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 606,646 | $67M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 589,227 | $65M | 0.8% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 587,723 | $65M | 0.8% | 2026-Q2 |
| Cynosure Group, LLC trimmed | 545,206 | $60M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 539,468 | $60M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 528,797 | $58M | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 495,679 | $55M | 0.7% | 2026-Q2 |
| FIL Ltd trimmed | 481,633 | $53M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 452,880 | $50M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 436,816 | $48M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 435,183 | $48M | 0.6% | 2026-Q2 |
| Hansen & Associates Financial Group, Inc. trimmed | 427,909 | $47M | 0.6% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 414,903 | $46M | 0.6% | 2026-Q2 |
| Able Wealth Management LLC added | 392,113 | $43M | 0.5% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 386,432 | $43M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 377,443 | $42M | 0.5% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 375,442 | $41M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 368,101 | $41M | 0.5% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 364,255 | $41M | 0.5% | 2026-Q2 |
| Banco Santander, S.A. added | 350,783 | $39M | 0.5% | 2026-Q2 |
| Bulltick Wealth Management, LLC added | 347,973 | $38M | 0.5% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 347,758 | $38M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 342,210 | $38M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC added | 295,245 | $33M | 0.4% | 2026-Q2 |
| MASECO LLP trimmed | 292,859 | $32M | 0.4% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 281,843 | $31M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 276,343 | $30M | 0.4% | 2026-Q2 |
| Client First Capital LLC trimmed | 276,188 | $30M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 272,788 | $30M | 0.4% | 2026-Q2 |
| Family Manage LLC trimmed | 269,055 | $30M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 266,847 | $29M | 0.4% | 2026-Q2 |
| Allred Capital Management, LLC added | 261,023 | $29M | 0.3% | 2026-Q2 |
| Bull Oak Capital, LLC trimmed | 251,810 | $28M | 0.3% | 2026-Q2 |
| Mullooly Asset Management, Inc. added | 248,775 | $27M | 0.3% | 2026-Q2 |
| ZEVIN ASSET MANAGEMENT LLC trimmed | 244,953 | $27M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 240,783 | $27M | 0.3% | 2026-Q2 |
| Alpha Zero LLC added | 233,407 | $26M | 0.3% | 2026-Q2 |
| Legacy Advisory Services, LLC trimmed | 209,359 | $23M | 0.3% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 201,808 | $22M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 196,256 | $22M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 183,302 | $20M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 183,040 | $20M | 0.2% | 2026-Q2 |
| M. Kulyk & Associates, LLC added | 182,329 | $20M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 179,338 | $20M | 0.2% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 175,051 | $19M | 0.2% | 2026-Q2 |
| Northwest Quadrant Wealth Management, LLC trimmed | 174,316 | $19M | 0.2% | 2026-Q2 |
| Sulzberger Capital Advisors, Inc. trimmed | 172,589 | $19M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 170,581 | $19M | 0.2% | 2026-Q2 |
| STABLEFORD CAPITAL II LLC added | 164,909 | $18M | 0.2% | 2026-Q2 |
| Highland Investment Advisors LLC new | 162,201 | $18M | 0.2% | 2026-Q2 |
| Sierra Legacy Group trimmed | 161,125 | $18M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 155,977 | $17M | 0.2% | 2026-Q2 |
| IPG Investment Advisors LLC added | 154,873 | $17M | 0.2% | 2026-Q2 |
| Fairvoy Private Wealth, LLC added | 154,476 | $17M | 0.2% | 2026-Q2 |
| IronBridge Private Wealth, LLC added | 153,098 | $17M | 0.2% | 2026-Q2 |
| KFA Private Wealth Group, LLC trimmed | 150,488 | $17M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 149,301 | $16M | 0.2% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 148,967 | $16M | 0.2% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 145,546 | $16M | 0.2% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 144,244 | $16M | 0.2% | 2026-Q2 |
| NerdWallet Wealth Partners, LLC added | 141,289 | $16M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 136,634 | $15M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 135,360 | $15M | 0.2% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 133,320 | $15M | 0.2% | 2026-Q2 |
| KWMG, LLC added | 131,947 | $15M | 0.2% | 2026-Q2 |
| Blueprint Investment Partners LLC trimmed | 126,917 | $14M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 126,844 | $14M | 0.2% | 2026-Q2 |
| Creative Planning added | 123,803 | $14M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 118,070 | $13M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 114,598 | $13M | 0.2% | 2026-Q2 |
| Midwest Professional Planners, LTD. trimmed | 113,969 | $13M | 0.2% | 2026-Q2 |
| STOLZ & ASSOCIATES, PS added | 111,743 | $12M | 0.1% | 2026-Q2 |
| Trajan Wealth LLC trimmed | 111,465 | $12M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 109,105 | $12M | 0.1% | 2026-Q2 |
| Independent Solutions Wealth Management, LLC trimmed | 108,641 | $12M | 0.1% | 2026-Q2 |
| Itau Unibanco Holding S.A. | 108,400 | $12M | 0.1% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC added | 108,288 | $12M | 0.1% | 2026-Q2 |
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.