Who owns SHYL (SHYL)
Which tracked institutional funds hold SHYL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHYL 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
9 tracked funds added or opened SHYL while 13 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
SHYL’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 SHYL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHYL 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 50 tracked filers holding SHYL, 23 increased or opened the position and 30 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 SHYL 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 2
- Encompass More Asset Management$1M
- Trask Adam Roland$977K
Full exits 3
- ROVIN CAPITAL /UT/ /ADV$2M
- Diversify Advisory Services, LLC$604K
- CITADEL ADVISORS LLC$539K
Largest adds
- LPL Financial LLC$3M
- BANK OF AMERICA CORP /DE/$2M
- Concurrent Investment Advisors, LLC$1M
- OSAIC HOLDINGS, INC.$910K
- COMMONWEALTH EQUITY SERVICES, LLC$787K
- Focus Financial Network, Inc.$340K
Largest trims
- CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$3M
- Orion Porfolio Solutions, LLC$3M
- AMERIPRISE FINANCIAL INC$1M
- ENVESTNET ASSET MANAGEMENT INC$816K
- Atria Investments, Inc$716K
- RAYMOND JAMES FINANCIAL INC$569K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 581,211 | $26M | 19.3% | 2026-Q1 |
| LPL Financial LLC added | 555,829 | $25M | 18.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 213,356 | $9M | 7.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 195,993 | $9M | 6.5% | 2026-Q1 |
| Seros Financial, LLC added | 102,845 | $5M | 3.4% | 2026-Q1 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. trimmed | 96,508 | $4M | 3.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 82,399 | $4M | 2.7% | 2026-Q1 |
| ABLE Financial Group, LLC added | 75,534 | $3M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 68,210 | $3M | 2.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 57,041 | $3M | 1.9% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 54,211 | $2M | 1.8% | 2026-Q1 |
| MORGAN STANLEY | 46,261 | $2M | 1.5% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 45,625 | $2M | 1.5% | 2026-Q1 |
| Atria Investments, Inc trimmed | 32,951 | $1M | 1.1% | 2026-Q1 |
| Encompass More Asset Management new | 32,874 | $1M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,735 | $1M | 1.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 29,432 | $1M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 28,928 | $1M | 1.0% | 2026-Q1 |
| Rialto Wealth Management, LLC trimmed | 22,104 | $981K | 0.7% | 2026-Q1 |
| Trask Adam Roland new | 22,000 | $977K | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 19,774 | $878K | 0.7% | 2026-Q1 |
| PFG Advisors trimmed | 17,246 | $766K | 0.6% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 16,265 | $719K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,579 | $692K | 0.5% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 14,788 | $656K | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 10,825 | $481K | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 10,442 | $464K | 0.3% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 10,528 | $463K | 0.3% | 2026-Q1 |
| M.E. ALLISON & CO., INC. | 9,000 | $400K | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. | 8,888 | $395K | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 8,747 | $390K | 0.3% | 2026-Q1 |
| Braeburn Wealth Management LLC | 8,000 | $355K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,622 | $294K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,229 | $277K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 6,129 | $272K | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 5,525 | $245K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 5,519 | $245K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 5,472 | $243K | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 4,945 | $219K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 4,912 | $218K | 0.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. | 4,612 | $205K | 0.2% | 2026-Q1 |
| Copia Wealth Management | 1,392 | $62K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1,068 | $47K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 200 | $9K | 0.0% | 2026-Q1 |
| Archer Investment Corp | 123 | $5K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 29 | $1K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 26 | $1K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 24 | $1K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 15 | $666 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $15 | 0.0% | 2026-Q1 |
| Systelligence, LLC added | 123,593 | $6M | 4.2% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 106,632 | $5M | 3.6% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC new | 84,945 | $4M | 2.9% | 2025-Q3 stale |
| ROVIN CAPITAL /UT/ /ADV added | 35,075 | $2M | 1.2% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 13,373 | $604K | 0.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 11,984 | $539K | 0.4% | 2025-Q4 stale |
| Lifeworks Advisors, LLC new | 9,361 | $421K | 0.3% | 2025-Q4 stale |
| Crumly & Associates Inc. trimmed | 7,474 | $333K | 0.2% | 2025-Q1 stale |
| DEUTSCHE BANK AG\ trimmed | 6,720 | $305K | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 5,840 | $262K | 0.2% | 2025-Q4 stale |
| Freedom Investment Management, Inc. trimmed | 5,169 | $234K | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 4,798 | $217K | 0.2% | 2025-Q2 stale |
| Financial Gravity Companies, Inc. | 4,612 | $209K | 0.2% | 2025-Q2 stale |
| CITIGROUP INC new | 3,000 | $136K | 0.1% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 927 | $42K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 724 | $33K | 0.0% | 2025-Q4 stale |
| Smartleaf Asset Management LLC new | 239 | $11K | 0.0% | 2025-Q1 stale |
| FLAGSHIP HARBOR ADVISORS, LLC new | 233 | $10K | 0.0% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC new | 30 | $1K | 0.0% | 2025-Q2 stale |
| IFP Advisors, Inc trimmed | 6 | $270 | 0.0% | 2025-Q4 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.