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Institutional Ownership · SEC Form 13F

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.

732
Institutional holders
90,037,393
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed17,257,861$1.9B21.9%2026-Q1
MORGAN STANLEY trimmed5,613,698$620M7.1%2026-Q1
WELLS FARGO & COMPANY/MN added5,237,551$578M6.6%2026-Q1
LPL Financial LLC added3,372,278$372M4.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,998,060$331M3.8%2026-Q1
Marks Wealth, LLC added2,158,181$238M2.7%2026-Q1
Wealthfront Advisers LLC added2,048,039$226M2.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,952,895$216M2.5%2026-Q1
UBS Group AG trimmed1,672,404$185M2.1%2026-Q1
JPMORGAN CHASE & CO trimmed1,498,524$165M1.9%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added1,432,889$157M1.8%2026-Q1
ROYAL BANK OF CANADA added1,369,661$151M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,332,318$147M1.7%2026-Q1
AMERIPRISE FINANCIAL INC added1,096,052$121M1.4%2026-Q1
Wealthspire Retirement, LLC trimmed1,034,731$114M1.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed999,682$110M1.3%2026-Q1
FIL Ltd added994,888$110M1.3%2026-Q1
STIFEL FINANCIAL CORP added884,679$98M1.1%2026-Q1
Trust Co added790,499$87M1.0%2026-Q1
Americana Partners, LLC added784,593$87M1.0%2026-Q1
OAKWORTH CAPITAL, INC. trimmed698,718$77M0.9%2026-Q1
ASSETMARK, INC trimmed670,664$74M0.9%2026-Q1
Betterment LLC trimmed651,818$72M0.8%2026-Q1
Townsend & Associates, Inc added645,959$71M0.8%2026-Q1
Cetera Investment Advisers trimmed562,738$62M0.7%2026-Q1
Rockefeller Capital Management L.P. added555,335$61M0.7%2026-Q1
Cynosure Group, LLC trimmed546,422$60M0.7%2026-Q1
TRUIST FINANCIAL CORP trimmed540,099$60M0.7%2026-Q1
White Lighthouse Investment Management Inc. added519,501$57M0.7%2026-Q1
Acorns Advisers, LLC added486,564$54M0.6%2026-Q1
Hansen & Associates Financial Group, Inc. trimmed474,887$52M0.6%2026-Q1
Ausdal Financial Partners, Inc. trimmed427,077$47M0.5%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed417,431$46M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed415,538$46M0.5%2026-Q1
A&I FINANCIAL SERVICES, LLC added397,877$44M0.5%2026-Q1
Foundations Investment Advisors, LLC added393,978$43M0.5%2026-Q1
LaSalle St. Investment Advisors, LLC added384,338$42M0.5%2026-Q1
Able Wealth Management LLC added384,120$42M0.5%2026-Q1
Summit Financial, LLC added380,800$42M0.5%2026-Q1
BANK OF NOVA SCOTIA trimmed366,024$40M0.5%2026-Q1
Focus Partners Wealth trimmed357,161$39M0.5%2026-Q1
Cerity Partners LLC trimmed352,884$39M0.4%2026-Q1
MASECO LLP trimmed332,850$37M0.4%2026-Q1
FINANCIAL CONSULATE, INC new328,716$36M0.4%2026-Q1
OPPENHEIMER & CO INC added326,348$36M0.4%2026-Q1
Family Manage LLC added310,017$34M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed309,732$34M0.4%2026-Q1
Advisory Services Network, LLC trimmed294,329$32M0.4%2026-Q1
Client First Capital LLC trimmed285,502$32M0.4%2026-Q1
OSAIC HOLDINGS, INC. added281,409$31M0.4%2026-Q1
Banco Santander, S.A. trimmed279,368$31M0.4%2026-Q1
Fund Evaluation Group, LLC added277,555$31M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed267,729$30M0.3%2026-Q1
ZEVIN ASSET MANAGEMENT LLC added266,374$29M0.3%2026-Q1
Modern Wealth Management, LLC trimmed264,260$29M0.3%2026-Q1
Bull Oak Capital, LLC added254,134$28M0.3%2026-Q1
Northwest Quadrant Wealth Management, LLC trimmed250,585$28M0.3%2026-Q1
Blueprint Investment Partners LLC added241,691$27M0.3%2026-Q1
Janney Montgomery Scott LLC added233,896$26M0.3%2026-Q1
Allred Capital Management, LLC trimmed231,639$26M0.3%2026-Q1
Mullooly Asset Management, Inc. added229,384$25M0.3%2026-Q1
Legacy Advisory Services, LLC trimmed228,697$25M0.3%2026-Q1
GFS Advisors, LLC added459,218$25M0.3%2026-Q1
HighTower Advisors, LLC trimmed218,748$24M0.3%2026-Q1
Bulltick Wealth Management, LLC trimmed215,694$24M0.3%2026-Q1
Alpha Zero LLC added213,315$24M0.3%2026-Q1
Mariner, LLC trimmed199,891$22M0.3%2026-Q1
Sulzberger Capital Advisors, Inc. trimmed187,087$21M0.2%2026-Q1
SUMITOMO MITSUI FINANCIAL GROUP, INC. added185,685$20M0.2%2026-Q1
Farther Finance Advisors, LLC added183,613$20M0.2%2026-Q1
Sierra Legacy Group trimmed182,409$20M0.2%2026-Q1
SIMON QUICK ADVISORS, LLC trimmed179,300$20M0.2%2026-Q1
Norris Financial Group, LLC added179,196$20M0.2%2026-Q1
FIFTH THIRD BANCORP added175,976$19M0.2%2026-Q1
AdvisorNet Financial, Inc added172,526$19M0.2%2026-Q1
Strategic Wealth Partners, Ltd. added162,783$18M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added160,535$18M0.2%2026-Q1
KFA Private Wealth Group, LLC added158,415$17M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed157,317$17M0.2%2026-Q1
Financial Engines Advisors L.L.C. added157,040$17M0.2%2026-Q1
CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed155,706$17M0.2%2026-Q1
Midwest Professional Planners, LTD. added155,474$17M0.2%2026-Q1
M. Kulyk & Associates, LLC trimmed155,128$17M0.2%2026-Q1
HSBC HOLDINGS PLC trimmed152,620$17M0.2%2026-Q1
Independent Solutions Wealth Management, LLC added145,014$16M0.2%2026-Q1
Fairvoy Private Wealth, LLC added144,859$16M0.2%2026-Q1
Presidio Capital Management, LLC trimmed143,842$16M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,040,800$115M1.3%2025-Q1 stale
Global Retirement Partners, LLC added484,488$53M0.6%2025-Q4 stale
Quadrature Capital Ltd added286,440$32M0.4%2025-Q2 stale
Concord Asset Management, LLC/VA added282,211$31M0.4%2025-Q4 stale
SG Americas Securities, LLC added252,175$28M0.3%2025-Q3 stale
Cambridge Investment Research Advisors, Inc. trimmed223,814$25M0.3%2025-Q3 stale
Strategic Point Investment Advisors, LLC added198,740$22M0.3%2025-Q4 stale
Gunma Bank,Ltd. added185,000$20M0.2%2025-Q3 stale
Selway Asset Management added180,770$20M0.2%2025-Q1 stale
COMERICA BANK trimmed176,163$19M0.2%2025-Q4 stale
Seven Post Investment Office LP trimmed163,736$18M0.2%2025-Q1 stale
GM Advisory Group, LLC trimmed146,445$16M0.2%2025-Q3 stale
NewEdge Advisors, LLC trimmed143,466$16M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership