Who owns SHV (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-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
184 tracked funds added or opened SHV while 150 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
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 0.5pp 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 2025-Q4 and 2026-Q1, across 732 tracked filers holding SHV, 367 increased or opened the position and 344 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 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 38
- A&I FINANCIAL SERVICES, LLC$44M
- FINANCIAL CONSULATE, INC$36M
- Blueprint Investment Partners LLC$27M
- PERSONAL CFO SOLUTIONS, LLC$14M
- Blueprint Financial Advisors LLC$13M
- PRUDENTIAL PLC$9M
Full exits 22
- Global Retirement Partners, LLC$53M
- Concord Asset Management, LLC/VA$31M
- Strategic Point Investment Advisors, LLC$22M
- COMERICA BANK$19M
- NewEdge Advisors, LLC$16M
- Main Street Financial Solutions, LLC$9M
Largest adds
- Marks Wealth, LLC$237M
- FIL Ltd$110M
- ENVESTNET ASSET MANAGEMENT INC$93M
- AMERIPRISE FINANCIAL INC$56M
- ROYAL BANK OF CANADA$53M
- Wealthfront Advisers LLC$48M
Largest trims
- BlackRock, Inc.$72M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$70M
- True Link Financial Advisors, LLC$42M
- Wealthspire Retirement, LLC$42M
- MORGAN STANLEY$38M
- OAKWORTH CAPITAL, INC.$34M
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 | 17,257,861 | $1.9B | 21.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,613,698 | $620M | 7.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,237,551 | $578M | 6.6% | 2026-Q1 |
| LPL Financial LLC added | 3,372,278 | $372M | 4.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,998,060 | $331M | 3.8% | 2026-Q1 |
| Marks Wealth, LLC added | 2,158,181 | $238M | 2.7% | 2026-Q1 |
| Wealthfront Advisers LLC added | 2,048,039 | $226M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,952,895 | $216M | 2.5% | 2026-Q1 |
| UBS Group AG trimmed | 1,672,404 | $185M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,498,524 | $165M | 1.9% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 1,432,889 | $157M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,369,661 | $151M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,332,318 | $147M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,096,052 | $121M | 1.4% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 1,034,731 | $114M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 999,682 | $110M | 1.3% | 2026-Q1 |
| FIL Ltd added | 994,888 | $110M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 884,679 | $98M | 1.1% | 2026-Q1 |
| Trust Co added | 790,499 | $87M | 1.0% | 2026-Q1 |
| Americana Partners, LLC added | 784,593 | $87M | 1.0% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. trimmed | 698,718 | $77M | 0.9% | 2026-Q1 |
| ASSETMARK, INC trimmed | 670,664 | $74M | 0.9% | 2026-Q1 |
| Betterment LLC trimmed | 651,818 | $72M | 0.8% | 2026-Q1 |
| Townsend & Associates, Inc added | 645,959 | $71M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 562,738 | $62M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 555,335 | $61M | 0.7% | 2026-Q1 |
| Cynosure Group, LLC trimmed | 546,422 | $60M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 540,099 | $60M | 0.7% | 2026-Q1 |
| White Lighthouse Investment Management Inc. added | 519,501 | $57M | 0.7% | 2026-Q1 |
| Acorns Advisers, LLC added | 486,564 | $54M | 0.6% | 2026-Q1 |
| Hansen & Associates Financial Group, Inc. trimmed | 474,887 | $52M | 0.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 427,077 | $47M | 0.5% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 417,431 | $46M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 415,538 | $46M | 0.5% | 2026-Q1 |
| A&I FINANCIAL SERVICES, LLC added | 397,877 | $44M | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 393,978 | $43M | 0.5% | 2026-Q1 |
| LaSalle St. Investment Advisors, LLC added | 384,338 | $42M | 0.5% | 2026-Q1 |
| Able Wealth Management LLC added | 384,120 | $42M | 0.5% | 2026-Q1 |
| Summit Financial, LLC added | 380,800 | $42M | 0.5% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 366,024 | $40M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 357,161 | $39M | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 352,884 | $39M | 0.4% | 2026-Q1 |
| MASECO LLP trimmed | 332,850 | $37M | 0.4% | 2026-Q1 |
| FINANCIAL CONSULATE, INC new | 328,716 | $36M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 326,348 | $36M | 0.4% | 2026-Q1 |
| Family Manage LLC added | 310,017 | $34M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 309,732 | $34M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 294,329 | $32M | 0.4% | 2026-Q1 |
| Client First Capital LLC trimmed | 285,502 | $32M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 281,409 | $31M | 0.4% | 2026-Q1 |
| Banco Santander, S.A. trimmed | 279,368 | $31M | 0.4% | 2026-Q1 |
| Fund Evaluation Group, LLC added | 277,555 | $31M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 267,729 | $30M | 0.3% | 2026-Q1 |
| ZEVIN ASSET MANAGEMENT LLC added | 266,374 | $29M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 264,260 | $29M | 0.3% | 2026-Q1 |
| Bull Oak Capital, LLC added | 254,134 | $28M | 0.3% | 2026-Q1 |
| Northwest Quadrant Wealth Management, LLC trimmed | 250,585 | $28M | 0.3% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 241,691 | $27M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 233,896 | $26M | 0.3% | 2026-Q1 |
| Allred Capital Management, LLC trimmed | 231,639 | $26M | 0.3% | 2026-Q1 |
| Mullooly Asset Management, Inc. added | 229,384 | $25M | 0.3% | 2026-Q1 |
| Legacy Advisory Services, LLC trimmed | 228,697 | $25M | 0.3% | 2026-Q1 |
| GFS Advisors, LLC added | 459,218 | $25M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 218,748 | $24M | 0.3% | 2026-Q1 |
| Bulltick Wealth Management, LLC trimmed | 215,694 | $24M | 0.3% | 2026-Q1 |
| Alpha Zero LLC added | 213,315 | $24M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 199,891 | $22M | 0.3% | 2026-Q1 |
| Sulzberger Capital Advisors, Inc. trimmed | 187,087 | $21M | 0.2% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 185,685 | $20M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 183,613 | $20M | 0.2% | 2026-Q1 |
| Sierra Legacy Group trimmed | 182,409 | $20M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 179,300 | $20M | 0.2% | 2026-Q1 |
| Norris Financial Group, LLC added | 179,196 | $20M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 175,976 | $19M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 172,526 | $19M | 0.2% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 162,783 | $18M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 160,535 | $18M | 0.2% | 2026-Q1 |
| KFA Private Wealth Group, LLC added | 158,415 | $17M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 157,317 | $17M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 157,040 | $17M | 0.2% | 2026-Q1 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 155,706 | $17M | 0.2% | 2026-Q1 |
| Midwest Professional Planners, LTD. added | 155,474 | $17M | 0.2% | 2026-Q1 |
| M. Kulyk & Associates, LLC trimmed | 155,128 | $17M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 152,620 | $17M | 0.2% | 2026-Q1 |
| Independent Solutions Wealth Management, LLC added | 145,014 | $16M | 0.2% | 2026-Q1 |
| Fairvoy Private Wealth, LLC added | 144,859 | $16M | 0.2% | 2026-Q1 |
| Presidio Capital Management, LLC trimmed | 143,842 | $16M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,040,800 | $115M | 1.3% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 484,488 | $53M | 0.6% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 286,440 | $32M | 0.4% | 2025-Q2 stale |
| Concord Asset Management, LLC/VA added | 282,211 | $31M | 0.4% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 252,175 | $28M | 0.3% | 2025-Q3 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 223,814 | $25M | 0.3% | 2025-Q3 stale |
| Strategic Point Investment Advisors, LLC added | 198,740 | $22M | 0.3% | 2025-Q4 stale |
| Gunma Bank,Ltd. added | 185,000 | $20M | 0.2% | 2025-Q3 stale |
| Selway Asset Management added | 180,770 | $20M | 0.2% | 2025-Q1 stale |
| COMERICA BANK trimmed | 176,163 | $19M | 0.2% | 2025-Q4 stale |
| Seven Post Investment Office LP trimmed | 163,736 | $18M | 0.2% | 2025-Q1 stale |
| GM Advisory Group, LLC trimmed | 146,445 | $16M | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 143,466 | $16M | 0.2% | 2025-Q4 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.