Who owns SHYD
Which tracked institutional funds hold SHYD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHYD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
20 tracked funds added or opened SHYD while 11 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
SHYD’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SHYD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHYD 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 148 tracked filers holding SHYD, 75 increased or opened the position and 65 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 SHYD 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 4
- VAQUERO PRIVATE WEALTH, LTD$4M
- Elequin Capital, LP$2M
- Diversify Advisory Services, LLC$827K
- R2 Capital Strategies, LLC$517K
Full exits 2
- Sigma Planning Corp$881K
- HighTower Advisors, LLC$584K
Largest adds
- SYKON CAPITAL LLC$10M
- WELLS FARGO & COMPANY/MN$5M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- Mariner, LLC$1M
- NewEdge Advisors, LLC$1M
- OSAIC HOLDINGS, INC.$951K
Largest trims
- LPL Financial LLC$3M
- Cetera Investment Advisers$1M
- UBS Group AG$1M
- Sowell Financial Services LLC$627K
- SAGE FINANCIAL GROUP INC$592K
- CIBC Bancorp USA Inc.$572K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 1,802,842 | $41M | 15.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,664,379 | $38M | 14.2% | 2026-Q2 |
| MORGAN STANLEY added | 985,273 | $23M | 8.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 763,347 | $17M | 6.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 450,693 | $10M | 3.8% | 2026-Q2 |
| SYKON CAPITAL LLC added | 427,956 | $10M | 3.7% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 316,390 | $7M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 289,216 | $7M | 2.5% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 267,021 | $6M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 258,202 | $6M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 236,317 | $5M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 194,909 | $4M | 1.7% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 194,902 | $4M | 1.7% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 191,833 | $4M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 162,009 | $4M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 136,132 | $3M | 1.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 130,349 | $3M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 127,132 | $3M | 1.1% | 2026-Q2 |
| Midwestern Financial, LLC /IA added | 124,317 | $3M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 120,135 | $3M | 1.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 116,190 | $3M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 110,316 | $3M | 0.9% | 2026-Q2 |
| High Net Worth Advisory Group LLC | 100,000 | $2M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 96,066 | $2M | 0.8% | 2026-Q2 |
| Mariner, LLC added | 73,520 | $2M | 0.6% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 72,357 | $2M | 0.6% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 71,478 | $2M | 0.6% | 2026-Q2 |
| Willis Johnson & Associates, Inc. trimmed | 70,393 | $2M | 0.6% | 2026-Q2 |
| Elequin Capital, LP added | 65,662 | $2M | 0.6% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 62,205 | $1M | 0.5% | 2026-Q2 |
| CROBAN added | 61,276 | $1M | 0.5% | 2026-Q2 |
| RMR Wealth Builders added | 59,951 | $1M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 58,799 | $1M | 0.5% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 58,714 | $1M | 0.5% | 2026-Q2 |
| Pure Financial Advisors, LLC | 57,081 | $1M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 56,039 | $1M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 54,597 | $1M | 0.5% | 2026-Q2 |
| Breakwater Capital Group trimmed | 53,200 | $1M | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 49,361 | $1M | 0.4% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 48,306 | $1M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 47,354 | $1M | 0.4% | 2026-Q2 |
| Cascade Financial Partners, LLC | 46,667 | $1M | 0.4% | 2026-Q2 |
| GWN SECURITIES INC. | 45,010 | $1M | 0.4% | 2026-Q2 |
| Blake Schutter Theil Wealth Advisors, LLC | 41,000 | $939K | 0.3% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC | 41,000 | $939K | 0.3% | 2026-Q2 |
| Dakota Wealth Management added | 40,918 | $937K | 0.3% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 40,658 | $931K | 0.3% | 2026-Q2 |
| JACOBSON & SCHMITT ADVISORS, LLC trimmed | 39,549 | $906K | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 37,406 | $857K | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 36,452 | $827K | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 36,452 | $827K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 35,927 | $823K | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 35,339 | $809K | 0.3% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC added | 35,075 | $803K | 0.3% | 2026-Q2 |
| Occidental Asset Management, LLC added | 32,010 | $733K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 30,403 | $696K | 0.3% | 2026-Q2 |
| Fourth Dimension Wealth, LLC added | 30,239 | $692K | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 29,617 | $678K | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP | 29,286 | $671K | 0.2% | 2026-Q2 |
| NewSquare Capital LLC added | 28,643 | $656K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 28,532 | $653K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 26,829 | $614K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,800 | $568K | 0.2% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 24,119 | $552K | 0.2% | 2026-Q2 |
| Bison Wealth, LLC added | 22,671 | $518K | 0.2% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 22,576 | $517K | 0.2% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 22,324 | $511K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 22,316 | $511K | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 22,007 | $504K | 0.2% | 2026-Q2 |
| Curtis Advisory Group, LLC | 21,511 | $493K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,375 | $489K | 0.2% | 2026-Q2 |
| Allen Capital Group, LLC | 19,863 | $455K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,858 | $453K | 0.2% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 19,766 | $453K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors added | 19,680 | $451K | 0.2% | 2026-Q2 |
| QP WEALTH MANAGEMENT, LLC trimmed | 19,599 | $449K | 0.2% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 19,310 | $442K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 19,102 | $437K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 18,610 | $426K | 0.2% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 18,610 | $426K | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 18,557 | $425K | 0.2% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 18,138 | $415K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 16,875 | $386K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 16,645 | $381K | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 16,585 | $380K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 16,585 | $380K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 16,435 | $376K | 0.1% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 15,967 | $364K | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC new | 15,938 | $361K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 15,522 | $355K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 15,318 | $351K | 0.1% | 2026-Q2 |
| PENOBSCOT WEALTH MANAGEMENT added | 15,047 | $345K | 0.1% | 2026-Q2 |
| Keebeck Wealth Management | 14,760 | $338K | 0.1% | 2026-Q2 |
| Keudell/Morrison Wealth Management trimmed | 13,878 | $318K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 13,770 | $315K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 13,582 | $311K | 0.1% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 13,404 | $307K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 13,404 | $307K | 0.1% | 2026-Q2 |
| Wedmont Private Capital | 13,315 | $304K | 0.1% | 2026-Q2 |
| Argent Trust Co trimmed | 13,126 | $301K | 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.