Institutional Holders (2026 Q1)
136 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHYM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Evergreen Wealth Partners LLC | 2.54% | 151,336 | $3.3M |
| 2 | Forte Asset Management LLC | 1.72% | 178,412 | $3.9M |
| 3 | Legacy Advisory Services, LLC | 1.35% | 80,500 | $1.8M |
| 4 | DeLarme Wealth Management, Inc. | 1.26% | 89,076 | $2.0M |
| 5 | Prentice Wealth Management LLC | 1.07% | 216,305 | $4.8M |
| 6 | Objective Capital Management, LLC | 0.89% | 40,296 | $887K |
| 7 | Trust Co | 0.60% | 291,964 | $6.4M |
| 8 | Advisory Resource Group | 0.55% | 145,657 | $3.2M |
| 9 | Rialto Wealth Management, LLC | 0.54% | 109,656 | $2.4M |
| 10 | SK Wealth Management, LLC | 0.53% | 86,242 | $1.9M |
| 11 | Vertex Planning Partners, LLC | 0.50% | 116,843 | $2.6M |
| 12 | MBA Advisors LLC | 0.42% | 49,354 | $1.1M |
| 13 | Beto Financial Group, LLC | 0.34% | 26,201 | $582K |
| 14 | Kuhn & Co Investment Counsel | 0.34% | 23,720 | $522K |
| 15 | Joseph Group Capital Management | 0.33% | 60,341 | $1.3M |
| 16 | COFG Advisors, LLC | 0.33% | 60,458 | $1.3M |
| 17 | Wealth Advisors of Tampa Bay, LLC | 0.33% | 45,000 | $991K |
| 18 | M Wealth Management, LLC | 0.30% | 16,200 | $357K |
| 19 | Beta Wealth Group, Inc. | 0.28% | 31,254 | $688K |
| 20 | Retirement Planning Group, LLC / Ny | 0.28% | 19,495 | $429K |
| 21 | ShoreHaven Wealth Partners, LLC | 0.26% | 32,893 | $724K |
| 22 | Serenity Investment Advisors | 0.24% | 18,174 | $405K |
| 23 | FourThought Financial Partners, LLC | 0.20% | 106,134 | $2.3M |
| 24 | Keebeck Wealth Management | 0.20% | 79,462 | $1.7M |
| 25 | Aspen Wealth Management LLC | 0.19% | 42,693 | $940K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|