HoldingsChannel.com
Funds Holding SHV
HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.11,683,582$1,297,112 03/31/2020
     SHV11,683,582$1,297,112 03/31/2020
Morgan Stanley8,224,418$913,074 03/31/2020
     SHV8,224,418$913,074 03/31/2020
Betterment LLC7,393,321$820,806 03/31/2020
     SHV7,393,321$820,806 03/31/2020
Bank of America Corp DE5,638,163$625,949 03/31/2020
     SHV5,638,163$625,949 03/31/2020
BlackRock Inc.4,762,929$528,782 03/31/2020
     SHV4,762,929$528,782 03/31/2020
Wells Fargo & Company MN3,509,696$389,647 03/31/2020
     SHV3,509,696$389,647 03/31/2020
Ameriprise Financial Inc.2,351,416$271,498 03/31/2020
     SHV2,351,416$271,498 03/31/2020
AE Wealth Management LLC2,358,557$261,847 03/31/2020
     SHV2,358,557$261,847 03/31/2020
Sawtooth Solutions LLC2,295,563$254,853 03/31/2020
     SHV2,295,563$254,853 03/31/2020
IndexIQ Advisors LLC1,934,962$214,819 03/31/2020
     SHV1,934,962$214,819 03/31/2020
Stifel Financial Corp1,818,987$201,944 03/31/2020
     SHV1,818,987$201,944 03/31/2020
Envestnet Asset Management Inc.1,763,470$195,780 03/31/2020
     SHV1,763,470$195,780 03/31/2020
Banco Bilbao Vizcaya Argentaria S.A.1,658,241$184,097 03/31/2020
     SHV1,658,241$184,097 03/31/2020
3EDGE Asset Management LP1,651,781$183,381 03/31/2020
     SHV1,651,781$183,381 03/31/2020
Assetmark Inc.1,545,305$171,560 03/31/2020
     SHV1,545,305$171,560 03/31/2020
UBS Group AG1,472,932$163,525 03/31/2020
     SHV1,472,932$163,525 03/31/2020
Grimes & Company Inc.1,316,124$146,116 03/31/2020
     SHV1,316,124$146,116 03/31/2020
Cabana LLC1,174,384$130,227 03/31/2020
     SHV1,174,384$130,227 03/31/2020
Royal Bank of Canada1,126,126$125,023 03/31/2020
     SHV1,126,126$125,023 03/31/2020
Peavine Capital LLC1,106,716$122,868 03/31/2020
     SHV1,106,716$122,868 03/31/2020
Foundations Investment Advisors LLC918,556$101,886 03/31/2020
     SHV918,556$101,886 03/31/2020
Halbert Hargrove Global Advisors LLC775,589$86,106 03/31/2020
     SHV775,589$86,106 03/31/2020
LPL Financial LLC686,517$76,217 03/31/2020
     SHV686,517$76,217 03/31/2020
Charles Schwab Investment Management Inc.631,660$70,127 03/31/2020
     SHV631,660$70,127 03/31/2020
Raymond James Financial Services Advisors Inc.603,136$66,960 03/31/2020
     SHV603,136$66,960 03/31/2020
Chicago Wealth Management Inc.556,695$61,804 03/31/2020
     SHV556,695$61,804 03/31/2020
Hamilton Capital LLC488,275$54,208 03/31/2020
     SHV488,275$54,208 03/31/2020
Hsbc Holdings PLC485,702$53,923 03/31/2020
     SHV485,702$53,923 03/31/2020
Advisor Group Holdings Inc.2,971,626$52,607 03/31/2020
     SHV2,971,626$52,607 03/31/2020
GenWealth Group Inc.430,201$47,760 03/31/2020
     SHV430,201$47,760 03/31/2020
CWM LLC419,281$46,549 03/31/2020
     SHV419,281$46,549 03/31/2020
Miracle Mile Advisors LLC379,435$42,125 03/31/2020
     SHV379,435$42,125 03/31/2020
Stadion Money Management LLC374,810$41,611 03/31/2020
     SHV374,810$41,611 03/31/2020
Raymond James & Associates311,400$34,572 03/31/2020
     SHV311,400$34,572 03/31/2020
NextCapital Advisers Inc.308,655$34,266 03/31/2020
     SHV308,655$34,266 03/31/2020
Jackson Wealth Management LLC305,993$33,900 03/31/2020
     SHV305,993$33,900 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC300,152$33,323 03/31/2020
     SHV300,152$33,323 03/31/2020
Jordan Park Group LLC298,514$33,141 03/31/2020
     SHV298,514$33,141 03/31/2020
FundX Investment Group LLC298,015$33,086 03/31/2020
     SHV298,015$33,086 03/31/2020
Fure Financial Corp292,619$32,486 03/31/2020
     SHV292,619$32,486 03/31/2020
Truist Financial Corp290,356$32,235 03/31/2020
     SHV290,356$32,235 03/31/2020
Credit Suisse AG285,960$31,747 03/31/2020
     SHV285,960$31,747 03/31/2020
Efficient Wealth Management LLC284,639$31,601 03/31/2020
     SHV284,639$31,601 03/31/2020
Anchor Capital Advisors LLC283,672$31,493 03/31/2020
     SHV283,672$31,493 03/31/2020
Thrivent Financial for Lutherans274,813$30,510 03/31/2020
     SHV274,813$30,510 03/31/2020
Bank of Nova Scotia273,304$30,341 03/31/2020
     SHV273,304$30,341 03/31/2020
Acorns Advisers LLC260,566$28,928 03/31/2020
     SHV260,566$28,928 03/31/2020
Cambridge Investment Research Advisors Inc.245,250$27,228 03/31/2020
     SHV245,250$27,228 03/31/2020
Citadel Advisors LLC242,716$26,946 03/31/2020
     SHV242,716$26,946 03/31/2020
FMR LLC218,057$24,209 03/31/2020
     SHV218,057$24,209 03/31/2020
SRS Capital Advisors Inc.211,760$23,510 03/31/2020
     SHV211,760$23,510 03/31/2020
Mainstay Capital Management LLC ADV205,628$22,817 03/31/2020
     SHV205,628$22,817 03/31/2020
Comerica Securities Inc.195,441$21,698 03/31/2020
     SHV195,441$21,698 03/31/2020
Advisor Group Inc.193,270$21,356 12/31/2019
     SHV193,270$21,356 12/31/2019
Titan Capital Management LLC CA188,840$20,965 03/31/2020
     SHV188,840$20,965 03/31/2020
Meeder Asset Management Inc.185,207$20,563 03/31/2020
     SHV185,207$20,563 03/31/2020
Goldman Sachs Group Inc.179,011$19,874 03/31/2020
     SHV179,011$19,874 03/31/2020
Opus Capital Group LLC178,049$19,767 03/31/2020
     SHV178,049$19,767 03/31/2020
Horizon Kinetics Asset Management LLC173,209$19,230 03/31/2020
     SHV173,209$19,230 03/31/2020
Integrated Wealth Concepts LLC168,604$18,718 03/31/2020
     SHV168,604$18,718 03/31/2020
Global Financial Private Capital Inc163,236$18,122 03/31/2020
     SHV163,236$18,122 03/31/2020
Quattro Financial Advisors LLC279,042$18,050 03/31/2020
     SHV279,042$18,050 03/31/2020
FormulaFolio Investments LLC160,382$17,806 03/31/2020
     SHV160,382$17,806 03/31/2020
Cetera Advisors LLC158,881$17,639 03/31/2020
     SHV158,881$17,639 03/31/2020
New York Life Investment Management LLC157,474$17,393 03/31/2020
     SHV157,474$17,393 03/31/2020
WBI Investments Inc.149,567$16,605 03/31/2020
     SHV149,567$16,605 03/31/2020
Private Advisor Group LLC149,322$16,578 03/31/2020
     SHV149,322$16,578 03/31/2020
Ladenburg Thalmann Financial Services Inc.149,808$16,454 12/31/2019
     SHV149,808$16,454 12/31/2019
Aprio Wealth Management LLC147,161$16,338 03/31/2020
     SHV147,161$16,338 03/31/2020
Calton & Associates Inc.146,169$16,228 03/31/2020
     SHV146,169$16,228 03/31/2020
Strategy Asset Managers LLC144,597$16,054 03/31/2020
     SHV144,597$16,054 03/31/2020
Moulton Wealth Management Inc.139,824$15,506 03/31/2020
     SHV139,824$15,506 03/31/2020
Oppenheimer & Co. Inc.137,820$15,301 03/31/2020
     SHV137,820$15,301 03/31/2020
APCM Wealth Management for Individuals135,651$15,060 03/31/2020
     SHV135,651$15,060 03/31/2020
James Investment Research Inc.133,129$14,780 03/31/2020
     SHV133,129$14,780 03/31/2020
SOL Capital Management CO132,958$14,761 03/31/2020
     SHV132,958$14,761 03/31/2020
BNP Paribas Arbitrage SA132,067$14,662 03/31/2020
     SHV132,067$14,662 03/31/2020
SimpliFi Inc.127,836$14,192 03/31/2020
     SHV127,836$14,192 03/31/2020
Northwest Quadrant Wealth Management LLC127,947$14,177 03/31/2020
     SHV127,947$14,177 03/31/2020
Hudock Inc.124,592$13,832 03/31/2020
     SHV124,592$13,832 03/31/2020
IPG Investment Advisors LLC123,407$13,701 03/31/2020
     SHV123,407$13,701 03/31/2020
Kays Financial Advisory Corp ADV122,188$13,565 03/31/2020
     SHV122,188$13,565 03/31/2020
Mirae Asset Global Investments Co. Ltd.120,500$13,378 03/31/2020
     SHV120,500$13,378 03/31/2020
Scotia Capital Inc.119,598$13,278 03/31/2020
     SHV119,598$13,278 03/31/2020
Steward Partners Investment Advisory LLC119,474$13,264 03/31/2020
     SHV119,474$13,264 03/31/2020
Citigroup Inc.118,897$13,200 03/31/2020
     SHV118,897$13,200 03/31/2020
MML Investors Services LLC118,872$13,197 03/31/2020
     SHV118,872$13,197 03/31/2020
Vestcor Inc115,000$12,767 03/31/2020
     SHV115,000$12,767 03/31/2020
Affinia Financial Group LLC114,596$12,722 03/31/2020
     SHV114,596$12,722 03/31/2020
Banco Santander S.A.111,519$12,381 03/31/2020
     SHV111,519$12,381 03/31/2020
Gamble Jones Investment Counsel105,560$11,719 03/31/2020
     SHV105,560$11,719 03/31/2020
Woodmont Investment Counsel LLC104,718$11,626 03/31/2020
     SHV104,718$11,626 03/31/2020
Gould Asset Management LLC CA100,040$11,106 03/31/2020
     SHV100,040$11,106 03/31/2020
Viridian Ria LLC99,723$11,071 03/31/2020
     SHV99,723$11,071 03/31/2020
Commonwealth Equity Services LLC99,351$11,029 03/31/2020
     SHV99,351$11,029 03/31/2020
Blue Zone Wealth Advisors LLC93,070$10,333 03/31/2020
     SHV93,070$10,333 03/31/2020
Punch & Associates Investment Management Inc.91,034$10,107 03/31/2020
     SHV91,034$10,107 03/31/2020
Janney Montgomery Scott LLC90,976$10,100 03/31/2020
     SHV90,976$10,100 03/31/2020
SHANDA ASSET MANAGEMENT HOLDINGS Ltd90,455$10,042 03/31/2020
     SHV90,455$10,042 03/31/2020
Stone House Investment Management LLC90,365$10,032 03/31/2020
     SHV90,365$10,032 03/31/2020
CWH Capital Management Inc.90,299$10,025 03/31/2020
     SHV90,299$10,025 03/31/2020
Advisory Services Network LLC90,218$10,016 03/31/2020
     SHV90,218$10,016 03/31/2020
Windham Capital Management LLC87,178$9,679 03/31/2020
     SHV87,178$9,679 03/31/2020
Summit Wealth Group LLC85,806$9,526 03/31/2020
     SHV85,806$9,526 03/31/2020
Cedar Capital LLC85,379$9,479 03/31/2020
     SHV85,379$9,479 03/31/2020
Alaska Permanent Capital Management78,594$8,726 03/31/2020
     SHV78,594$8,726 03/31/2020
State Street Corp75,813$8,417 03/31/2020
     SHV75,813$8,417 03/31/2020
Financial Sense Advisors Inc.72,716$8,073 03/31/2020
     SHV72,716$8,073 03/31/2020
EFG Asset Management Americas Corp.70,655$7,839 03/31/2020
     SHV70,655$7,839 03/31/2020
Wedbush Securities Inc.70,118$7,785 03/31/2020
     SHV70,118$7,785 03/31/2020
Voya Financial Advisors Inc.68,906$7,650 03/31/2020
     SHV68,906$7,650 03/31/2020
Mutual Advisors LLC68,666$7,623 03/31/2020
     SHV68,666$7,623 03/31/2020
US Bancorp DE68,624$7,619 03/31/2020
     SHV68,624$7,619 03/31/2020
Orion Portfolio Solutions LLC68,514$7,606 03/31/2020
     SHV68,514$7,606 03/31/2020
Pathway Financial Advisors LLC68,159$7,557 03/31/2020
     SHV68,159$7,557 03/31/2020
55I LLC66,430$7,367 03/31/2020
     SHV66,430$7,367 03/31/2020
United Capital Financial Advisers LLC64,408$7,151 03/31/2020
     SHV64,408$7,151 03/31/2020
Mid Atlantic Financial Management Inc. ADV63,079$7,003 03/31/2020
     SHV63,079$7,003 03/31/2020
Trilogy Capital Inc.62,948$6,980 03/31/2020
     SHV62,948$6,980 03/31/2020
Jane Street Group LLC62,341$6,921 03/31/2020
     SHV62,341$6,921 03/31/2020
White Lighthouse Investment Management Inc.58,819$6,530 03/31/2020
     SHV58,819$6,530 03/31/2020
Mader & Shannon Wealth Management Inc.58,753$6,522 03/31/2020
     SHV58,753$6,522 03/31/2020
MA Private Wealth58,200$6,461 03/31/2020
     SHV58,200$6,461 03/31/2020
Townsquare Capital LLC57,545$6,377 03/31/2020
     SHV57,545$6,377 03/31/2020
Transform Wealth LLC56,697$6,295 03/31/2020
     SHV56,697$6,295 03/31/2020
Winch Advisory Services LLC55,710$6,185 03/31/2020
     SHV55,710$6,185 03/31/2020
Kwmg LLC54,149$6,012 03/31/2020
     SHV54,149$6,012 03/31/2020
Venturi Wealth Management LLC53,886$5,982 03/31/2020
     SHV53,886$5,982 03/31/2020
Castle Rock Wealth Management LLC53,332$5,910 03/31/2020
     SHV53,332$5,910 03/31/2020
TBH Global Asset Management LLC52,213$5,844 03/31/2020
     SHV52,213$5,844 03/31/2020
D.A. Davidson & CO.51,776$5,748 03/31/2020
     SHV51,776$5,748 03/31/2020
Resources Investment Advisors LLC.50,819$5,642 03/31/2020
     SHV50,819$5,642 03/31/2020
Willingdon Wealth Management50,001$5,551 03/31/2020
     SHV50,001$5,551 03/31/2020
Eldridge Investment Advisors Inc.49,571$5,497 03/31/2020
     SHV49,571$5,497 03/31/2020
Sowell Financial Services LLC49,198$5,462 03/31/2020
     SHV49,198$5,462 03/31/2020
First Allied Advisory Services Inc.47,580$5,282 03/31/2020
     SHV47,580$5,282 03/31/2020
Bfsg LLC47,383$5,260 03/31/2020
     SHV47,383$5,260 03/31/2020
Belpointe Asset Management LLC46,311$5,115 12/31/2019
     SHV46,311$5,115 12/31/2019
HRT Financial LLC43,611$4,841 03/31/2020
     SHV43,611$4,841 03/31/2020
Eqis Capital Management Inc.42,528$4,698 03/31/2020
     SHV42,528$4,698 03/31/2020
Madison Asset Management LLC42,120$4,676 03/31/2020
     SHV42,120$4,676 03/31/2020
Parcion Private Wealth LLC39,285$4,361 03/31/2020
     SHV39,285$4,361 03/31/2020
HighTower Advisors LLC39,174$4,348 03/31/2020
     SHV39,174$4,348 03/31/2020
Stelac Advisory Services LLC36,750$4,131 03/31/2020
     SHV36,750$4,131 03/31/2020
OLD Mission Capital LLC36,000$3,997 03/31/2020
     SHV36,000$3,997 03/31/2020
Acima Private Wealth LLC35,707$3,964 03/31/2020
     SHV35,707$3,964 03/31/2020
Deutsche Bank AG34,334$3,812 03/31/2020
     SHV34,334$3,812 03/31/2020
Strategic Wealth Advisors Group LLC34,063$3,779 03/31/2020
     SHV34,063$3,779 03/31/2020
Wolverine Trading LLC33,728$3,744 03/31/2020
     SHV33,728$3,744 03/31/2020
Lionsbridge Wealth Management LLC33,696$3,741 03/31/2020
     SHV33,696$3,741 03/31/2020
GenTrust LLC33,617$3,732 03/31/2020
     SHV33,617$3,732 03/31/2020
Pinnacle Financial Partners Inc.32,246$3,581 03/31/2020
     SHV32,246$3,581 03/31/2020
Carlton Hofferkamp & Jenks Wealth Management LLC31,858$3,533 03/31/2020
     SHV31,858$3,533 03/31/2020
HMS Capital Management LLC31,772$3,527 03/31/2020
     SHV31,772$3,527 03/31/2020
Cadinha & Co. LLC30,819$3,421 03/31/2020
     SHV30,819$3,421 03/31/2020
Capital Asset Advisory Services LLC30,299$3,357 03/31/2020
     SHV30,299$3,357 03/31/2020
Alpha Cubed Investments LLC30,182$3,351 03/31/2020
     SHV30,182$3,351 03/31/2020
One Capital Management LLC30,012$3,332 03/31/2020
     SHV30,012$3,332 03/31/2020
Baird Financial Group Inc.29,734$3,301 03/31/2020
     SHV29,734$3,301 03/31/2020
Delta Investment Management LLC29,709$3,298 03/31/2020
     SHV29,709$3,298 03/31/2020
Robertson Stephens Wealth Management LLC27,074$3,006 03/31/2020
     SHV27,074$3,006 03/31/2020
Barings LLC26,181$2,907 03/31/2020
     SHV26,181$2,907 03/31/2020
KFA Private Wealth Group LLC26,048$2,892 03/31/2020
     SHV26,048$2,892 03/31/2020
Pictet Asset Management Ltd.26,000$2,887 03/31/2020
     SHV26,000$2,887 03/31/2020
AdvicePeriod LLC25,640$2,847 03/31/2020
     SHV25,640$2,847 03/31/2020
National Asset Management Inc.25,327$2,812 03/31/2020
     SHV25,327$2,812 03/31/2020
EisnerAmper Wealth Management Corporate Benefits LLC24,510$2,721 03/31/2020
     SHV24,510$2,721 03/31/2020
Cairn Investment Group Inc.23,940$2,658 03/31/2020
     SHV23,940$2,658 03/31/2020
Baker Ellis Asset Management LLC23,810$2,643 03/31/2020
     SHV23,810$2,643 03/31/2020
Bluestein R H & Co.23,548$2,614 03/31/2020
     SHV23,548$2,614 03/31/2020
Sfmg LLC23,430$2,601 03/31/2020
     SHV23,430$2,601 03/31/2020
Tortoise Investment Management LLC23,409$2,599 03/31/2020
     SHV23,409$2,599 03/31/2020
Advisory Research Inc.22,510$2,499 03/31/2020
     SHV22,510$2,499 03/31/2020
Atticus Wealth Management LLC22,302$2,476 03/31/2020
     SHV22,302$2,476 03/31/2020
Pinnacle Family Advisors LLC21,931$2,435 03/31/2020
     SHV21,931$2,435 03/31/2020
Cresset Asset Management LLC21,635$2,402 03/31/2020
     SHV21,635$2,402 03/31/2020
Meristem Family Wealth LLC21,410$2,377 03/31/2020
     SHV21,410$2,377 03/31/2020
AdvisorShares Investments LLC20,980$2,329 03/31/2020
     SHV20,980$2,329 03/31/2020
Strategic Wealth Partners Ltd.20,763$2,294 03/31/2020
     SHV20,763$2,294 03/31/2020
Parallel Advisors LLC20,572$2,283 03/31/2020
     SHV20,572$2,283 03/31/2020
Alethea Capital Management LLC20,534$2,280 03/31/2020
     SHV20,534$2,280 03/31/2020
Apella Capital LLC20,325$2,256 03/31/2020
     SHV20,325$2,256 03/31/2020
Ancora Advisors LLC20,000$2,220 03/31/2020
     SHV20,000$2,220 03/31/2020
Hedeker Wealth LLC19,789$2,196 03/31/2020
     SHV19,789$2,196 03/31/2020
Squar Milner Financial Services LLC18,976$2,106 03/31/2020
     SHV18,976$2,106 03/31/2020
Institute for Wealth Management LLC.18,929$2,102 03/31/2020
     SHV18,929$2,102 03/31/2020
Proficio Capital Partners LLC18,880$2,096 03/31/2020
     SHV18,880$2,096 03/31/2020
CIBC World Markets Inc.18,845$2,092 03/31/2020
     SHV18,845$2,092 03/31/2020
Advisors Preferred LLC18,800$2,087 03/31/2020
     SHV18,800$2,087 03/31/2020
OmniStar Financial Group Inc.18,089$2,008 03/31/2020
     SHV18,089$2,008 03/31/2020
Managed Account Services Inc.17,578$1,949 03/31/2020
     SHV17,578$1,949 03/31/2020
Argent Wealth Management LLC17,567$1,948 03/31/2020
     SHV17,567$1,948 03/31/2020
Equitable Holdings Inc.17,269$1,917 03/31/2020
     SHV17,269$1,917 03/31/2020
Hilltop Holdings Inc.17,184$1,908 03/31/2020
     SHV17,184$1,908 03/31/2020
1832 Asset Management L.P.16,378$1,831 03/31/2020
     SHV16,378$1,831 03/31/2020
Ifrah Financial Services Inc.16,100$1,787 03/31/2020
     SHV16,100$1,787 03/31/2020
IFP Advisors Inc15,997$1,776 03/31/2020
     SHV15,997$1,776 03/31/2020
Keybank National Association OH15,756$1,749 03/31/2020
     SHV15,756$1,749 03/31/2020
Alliancebernstein L.P.15,727$1,746 03/31/2020
     SHV15,727$1,746 03/31/2020
GWM Advisors LLC15,376$1,707 03/31/2020
     SHV15,376$1,707 03/31/2020
Financial Engines Advisors L.L.C.15,325$1,701 03/31/2020
     SHV15,325$1,701 03/31/2020
Aspiriant LLC15,158$1,683 03/31/2020
     SHV15,158$1,683 03/31/2020
ERTS Wealth Advisors LLC15,057$1,672 03/31/2020
     SHV15,057$1,672 03/31/2020
K.J. Harrison & Partners Inc15,000$1,665 03/31/2020
     SHV15,000$1,665 03/31/2020
Creative Planning14,924$1,657 03/31/2020
     SHV14,924$1,657 03/31/2020
Csenge Advisory Group14,812$1,644 03/31/2020
     SHV14,812$1,644 03/31/2020
Monument Capital Management14,584$1,619 03/31/2020
     SHV14,584$1,619 03/31/2020
Oliver Luxxe Assets LLC14,314$1,587 03/31/2020
     SHV14,314$1,587 03/31/2020
Fortis Advisors LLC14,232$1,580 03/31/2020
     SHV14,232$1,580 03/31/2020
Prospera Financial Services Inc14,000$1,554 03/31/2020
     SHV14,000$1,554 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC14,041$1,551 12/31/2019
     SHV14,041$1,551 12/31/2019
ProVise Management Group LLC13,965$1,550 03/31/2020
     SHV13,965$1,550 03/31/2020
Evergreen Advisors LLC13,871$1,540 03/31/2020
     SHV13,871$1,540 03/31/2020
StrongBox Wealth LLC13,589$1,509 03/31/2020
     SHV13,589$1,509 03/31/2020
TD Asset Management Inc.13,432$1,491 03/31/2020
     SHV13,432$1,491 03/31/2020
Perennial Advisors LLC13,354$1,483 03/31/2020
     SHV13,354$1,483 03/31/2020
Advisor Partners LLC13,318$1,478 03/31/2020
     SHV13,318$1,478 03/31/2020
Capital Investment Advisory Services LLC13,317$1,478 03/31/2020
     SHV13,317$1,478 03/31/2020
Cetera Advisor Networks LLC13,188$1,464 03/31/2020
     SHV13,188$1,464 03/31/2020
Relative Value Partners Group LLC13,097$1,454 03/31/2020
     SHV13,097$1,454 03/31/2020
RMR Wealth Builders13,105$1,448 12/31/2019
     SHV13,105$1,448 12/31/2019
First National Bank of South Miami12,938$1,436 03/31/2020
     SHV12,938$1,436 03/31/2020
Bahl & Gaynor Inc.12,512$1,389 03/31/2020
     SHV12,512$1,389 03/31/2020
HM Payson & Co.12,413$1,371 12/31/2019
     SHV12,413$1,371 12/31/2019
Winfield Associates Inc.12,295$1,365 03/31/2020
     SHV12,295$1,365 03/31/2020
Allianz Asset Management GmbH12,140$1,348 03/31/2020
     SHV12,140$1,348 03/31/2020
Alesco Advisors LLC12,100$1,343 03/31/2020
     SHV12,100$1,343 03/31/2020
Wealthsimple US Ltd.12,047$1,337 03/31/2020
     SHV12,047$1,337 03/31/2020
Vicus Capital12,008$1,333 03/31/2020
     SHV12,008$1,333 03/31/2020
O Shaughnessy Asset Management LLC11,864$1,317 03/31/2020
     SHV11,864$1,317 03/31/2020
Beacon Investment Advisory Services Inc.11,489$1,276 03/31/2020
     SHV11,489$1,276 03/31/2020
Colony Group LLC11,354$1,260 03/31/2020
     SHV11,354$1,260 03/31/2020
Rowland Carmichael Advisors Inc. ADV11,228$1,247 03/31/2020
     SHV11,228$1,247 03/31/2020
STA Wealth Management LLC11,203$1,244 03/31/2020
     SHV11,203$1,244 03/31/2020
Signaturefd LLC11,060$1,228 03/31/2020
     SHV11,060$1,228 03/31/2020
Patton Fund Management Inc.11,059$1,228 03/31/2020
     SHV11,059$1,228 03/31/2020
Shone Asset Management LLC10,973$1,217 03/31/2020
     SHV10,973$1,217 03/31/2020
Sicart Associates LLC10,620$1,179 03/31/2020
     SHV10,620$1,179 03/31/2020
Ritholtz Wealth Management10,560$1,172 03/31/2020
     SHV10,560$1,172 03/31/2020
Paradigm Financial Partners LLC10,530$1,168 03/31/2020
     SHV10,530$1,168 03/31/2020
Family Management Corp10,061$1,117 03/31/2020
     SHV10,061$1,117 03/31/2020
TTP Investments Inc.10,031$1,108 12/31/2019
     SHV10,031$1,108 12/31/2019
Cambria Investment Management L.P.9,736$1,081 03/31/2020
     SHV9,736$1,081 03/31/2020
Arete Wealth Management LLC9,675$1,074 03/31/2020
     SHV9,675$1,074 03/31/2020
Claraphi Advisory Network LLC9,538$1,059 03/31/2020
     SHV9,538$1,059 03/31/2020
Banque Pictet & Cie SA9,123$1,013 03/31/2020
     SHV9,123$1,013 03/31/2020
Cidel Asset Management Inc.9,120$1,013 03/31/2020
     SHV9,120$1,013 03/31/2020
Probity Advisors Inc.9,124$1,013 03/31/2020
     SHV9,124$1,013 03/31/2020
Ambassador Advisors LLC9,029$1,002 03/31/2020
     SHV9,029$1,002 03/31/2020
Lazard Asset Management LLC8,720$968 03/31/2020
     SHV8,720$968 03/31/2020
Covington Capital Management8,722$968 03/31/2020
     SHV8,722$968 03/31/2020
West Branch Capital LLC8,613$956 03/31/2020
     SHV8,613$956 03/31/2020
First Trust Advisors LP8,468$940 03/31/2020
     SHV8,468$940 03/31/2020
First Wilshire Securities Management Inc.8,300$921 03/31/2020
     SHV8,300$921 03/31/2020
Blair William & Co. IL8,209$911 03/31/2020
     SHV8,209$911 03/31/2020
Sullivan Bruyette Speros & Blaney LLC8,115$901 03/31/2020
     SHV8,115$901 03/31/2020
J. W. Coons Advisors LLC7,845$871 03/31/2020
     SHV7,845$871 03/31/2020
Mercer Global Advisors Inc. ADV7,787$865 03/31/2020
     SHV7,787$865 03/31/2020
PNC Financial Services Group Inc.7,737$858 03/31/2020
     SHV7,737$858 03/31/2020
Pacifica Partners Inc.7,741$858 03/31/2020
     SHV7,741$858 03/31/2020
Bank of New York Mellon Corp7,567$840 03/31/2020
     SHV7,567$840 03/31/2020
Comerica Bank7,529$835 03/31/2020
     SHV7,529$835 03/31/2020
Columbus Macro LLC7,448$827 03/31/2020
     SHV7,448$827 03/31/2020
Lakeview Capital Partners LLC7,375$819 03/31/2020
     SHV7,375$819 03/31/2020
Oxford Financial Group Ltd.7,308$811 03/31/2020
     SHV7,308$811 03/31/2020
Abacus Planning Group Inc.7,246$804 03/31/2020
     SHV7,246$804 03/31/2020
Jacobi Capital Management LLC7,156$794 03/31/2020
     SHV7,156$794 03/31/2020
G&S Capital LLC6,995$776 03/31/2020
     SHV6,995$776 03/31/2020
Jefferies Group LLC6,781$753 03/31/2020
     SHV6,781$753 03/31/2020
Dynamic Advisor Solutions LLC6,781$753 03/31/2020
     SHV6,781$753 03/31/2020
Nicholas Hoffman & Company LLC.6,444$715 03/31/2020
     SHV6,444$715 03/31/2020
Chesley Taft & Associates LLC6,400$711 03/31/2020
     SHV6,400$711 03/31/2020
Cornerstone Wealth Management LLC6,379$708 03/31/2020
     SHV6,379$708 03/31/2020
Lido Advisors LLC6,297$699 03/31/2020
     SHV6,297$699 03/31/2020
Destination Wealth Management6,028$669 03/31/2020
     SHV6,028$669 03/31/2020
Sei Investments Co.5,939$659 03/31/2020
     SHV5,939$659 03/31/2020
Northwestern Mutual Wealth Management Co.5,906$656 03/31/2020
     SHV5,906$656 03/31/2020
Wealth Advisors of Tampa Bay LLC5,900$655 03/31/2020
     SHV5,900$655 03/31/2020
Advanced Asset Management Advisors Inc5,684$631 03/31/2020
     SHV5,684$631 03/31/2020
Accurate Investment Solutions Inc.5,480$608 03/31/2020
     SHV5,480$608 03/31/2020
Allred Capital Management LLC5,443$604 03/31/2020
     SHV5,443$604 03/31/2020
Emerson Wealth Management LLC56,839$597 03/31/2020
     SHV56,839$597 03/31/2020
VisionPoint Advisory Group LLC5,284$587 03/31/2020
     SHV5,284$587 03/31/2020
Courage Miller Partners LLC5,278$585 03/31/2020
     SHV5,278$585 03/31/2020
Sigma Planning Corp5,233$581 03/31/2020
     SHV5,233$581 03/31/2020
Independent Advisor Alliance5,144$571 03/31/2020
     SHV5,144$571 03/31/2020
Shepherd Kaplan Krochuk LLC5,070$563 03/31/2020
     SHV5,070$563 03/31/2020
Fagan Associates Inc.4,800$533 03/31/2020
     SHV4,800$533 03/31/2020
Wealth Alliance4,776$530 03/31/2020
     SHV4,776$530 03/31/2020
Jaffetilchin Investment Partners LLC4,767$529 03/31/2020
     SHV4,767$529 03/31/2020
Weaver Consulting Group4,641$515 03/31/2020
     SHV4,641$515 03/31/2020
Toroso Investments LLC4,600$510 03/31/2020
     SHV4,600$510 03/31/2020
Matrix Asset Advisors Inc. NY4,583$509 03/31/2020
     SHV4,583$509 03/31/2020
Copperwynd Financial LLC4,584$509 03/31/2020
     SHV4,584$509 03/31/2020
Gladstone Institutional Advisory LLC4,512$501 03/31/2020
     SHV4,512$501 03/31/2020
Bainco International Investors4,500$500 03/31/2020
     SHV4,500$500 03/31/2020
Spectrum Management Group LLC4,487$498 03/31/2020
     SHV4,487$498 03/31/2020
Telemus Capital LLC4,500$497 12/31/2019
     SHV4,500$497 12/31/2019
BOKF NA4,444$493 03/31/2020
     SHV4,444$493 03/31/2020
Bank of Montreal Can4,428$491 03/31/2020
     SHV4,428$491 03/31/2020
Tocqueville Asset Management L.P.4,407$489 03/31/2020
     SHV4,407$489 03/31/2020
Proequities Inc.4,385$487 03/31/2020
     SHV4,385$487 03/31/2020
Dakota Wealth Management4,350$483 03/31/2020
     SHV4,350$483 03/31/2020
Centaurus Financial Inc.4,202$467 03/31/2020
     SHV4,202$467 03/31/2020
Stanley Laman Group Ltd.4,186$465 03/31/2020
     SHV4,186$465 03/31/2020
Minot Wealth Management LLC4,186$465 03/31/2020
     SHV4,186$465 03/31/2020
Wealthcare Capital Management LLC4,146$460 03/31/2020
     SHV4,146$460 03/31/2020
Equity Investment Corp4,074$452 03/31/2020
     SHV4,074$452 03/31/2020
Stockman Wealth Management Inc.4,000$444 03/31/2020
     SHV4,000$444 03/31/2020
Strategic Investment Advisors MI3,899$433 03/31/2020
     SHV3,899$433 03/31/2020
Beaumont Financial Partners LLC3,888$431 03/31/2020
     SHV3,888$431 03/31/2020
Davidson Investment Advisors3,771$419 03/31/2020
     SHV3,771$419 03/31/2020
Excalibur Management Corp3,645$405 03/31/2020
     SHV3,645$405 03/31/2020
Richard Bernstein Advisors LLC3,575$396 03/31/2020
     SHV3,575$396 03/31/2020
Cito Capital Group LLC3,500$389 03/31/2020
     SHV3,500$389 03/31/2020
Pacific Financial Group Inc.3,475$386 03/31/2020
     SHV3,475$386 03/31/2020
Harel Insurance Investments & Financial Services Ltd.3,473$385 03/31/2020
     SHV3,473$385 03/31/2020
Spearhead Capital Advisors LLC3,441$382 03/31/2020
     SHV3,441$382 03/31/2020
Dorsey & Whitney Trust CO LLC3,401$378 03/31/2020
     SHV3,401$378 03/31/2020
Avantax Advisory Services Inc.3,404$377 03/31/2020
     SHV3,404$377 03/31/2020
Fieldpoint Private Securities LLC3,400$377 03/31/2020
     SHV3,400$377 03/31/2020
M&T Bank Corp3,363$373 03/31/2020
     SHV3,363$373 03/31/2020
CLS Investments LLC3,333$370 03/31/2020
     SHV3,333$370 03/31/2020
Financial Management Professionals Inc.3,221$358 03/31/2020
     SHV3,221$358 03/31/2020
Harwood Advisory Group LLC3,375$354 03/31/2020
     SHV3,375$354 03/31/2020
20 20 Capital Management Inc.3,158$350 03/31/2020
     SHV3,158$350 03/31/2020
Crestwood Advisors Group LLC3,145$349 03/31/2020
     SHV3,145$349 03/31/2020
Moors & Cabot Inc.3,122$347 03/31/2020
     SHV3,122$347 03/31/2020
Legacy Wealth Planning LLC3,023$336 03/31/2020
     SHV3,023$336 03/31/2020
American Investment Services Inc.3,009$334 03/31/2020
     SHV3,009$334 03/31/2020
Outlook Wealth Advisors LLC2,986$332 03/31/2020
     SHV2,986$332 03/31/2020
Itau Unibanco Holding S.A.2,836$315 03/31/2020
     SHV2,836$315 03/31/2020
Demars Financial Group LLC2,819$313 03/31/2020
     SHV2,819$313 03/31/2020
Synovus Financial Corp2,686$299 03/31/2020
     SHV2,686$299 03/31/2020
Lake Street Advisors Group LLC2,449$272 03/31/2020
     SHV2,449$272 03/31/2020
NEXT Financial Group Inc2,437$270 03/31/2020
     SHV2,437$270 03/31/2020
Regentatlantic Capital LLC2,423$269 03/31/2020
     SHV2,423$269 03/31/2020
B. Riley Wealth Management Inc.2,394$266 03/31/2020
     SHV2,394$266 03/31/2020
Coldstream Capital Management Inc.2,378$264 03/31/2020
     SHV2,378$264 03/31/2020
Financial Advisory Service Inc.2,376$264 03/31/2020
     SHV2,376$264 03/31/2020
Cahaba Wealth Management Inc.2,379$264 03/31/2020
     SHV2,379$264 03/31/2020
Millennium Management LLC2,316$257 03/31/2020
     SHV2,316$257 03/31/2020
Fernwood Investment Management LLC2,314$257 03/31/2020
     SHV2,314$257 03/31/2020
Kingsview Wealth Management LLC2,297$255 03/31/2020
     SHV2,297$255 03/31/2020
Coe Capital Management LLC2,258$251 03/31/2020
     SHV2,258$251 03/31/2020
Tempus Wealth Planning LLC2,070$230 03/31/2020
     SHV2,070$230 03/31/2020
Fifth Third Bancorp2,049$227 03/31/2020
     SHV2,049$227 03/31/2020
Acorn Financial Advisory Services Inc. ADV2,038$226 03/31/2020
     SHV2,038$226 03/31/2020
Sofos Investments Inc.2,013$223 03/31/2020
     SHV2,013$223 03/31/2020
Warren Averett Asset Management LLC1,965$218 03/31/2020
     SHV1,965$218 03/31/2020
Fundamentun LLC1,962$218 03/31/2020
     SHV1,962$218 03/31/2020
Visionary Wealth Advisors1,917$213 03/31/2020
     SHV1,917$213 03/31/2020
Baystate Wealth Management LLC1,908$212 03/31/2020
     SHV1,908$212 03/31/2020
Vaughan David Investments LLC IL1,850$205 03/31/2020
     SHV1,850$205 03/31/2020
Pensionmark Financial Group LLC1,851$205 03/31/2020
     SHV1,851$205 03/31/2020
Wealth Quarterback LLC1,823$202 03/31/2020
     SHV1,823$202 03/31/2020
Okabena Investment Services Inc.1,803$200 03/31/2020
     SHV1,803$200 03/31/2020
Brand Asset Management Group Inc.1,800$200 03/31/2020
     SHV1,800$200 03/31/2020
Verus Capital Partners LLC1,628$181 03/31/2020
     SHV1,628$181 03/31/2020
North Star Investment Management Corp.1,565$174 03/31/2020
     SHV1,565$174 03/31/2020
Clearstead Advisors LLC1,553$172 03/31/2020
     SHV1,553$172 03/31/2020
Front Row Advisors LLC1,446$160 03/31/2020
     SHV1,446$160 03/31/2020
Huntington National Bank1,379$153 03/31/2020
     SHV1,379$153 03/31/2020
Stuart Chaussee & Associates Inc.1,350$150 03/31/2020
     SHV1,350$150 03/31/2020
Optimum Investment Advisors1,300$144 03/31/2020
     SHV1,300$144 03/31/2020
J.Safra Asset Management Corp155,428$140 03/31/2020
     SHV155,428$140 03/31/2020
WASHINGTON TRUST Co1,250$139 03/31/2020
     SHV1,250$139 03/31/2020
Simon Quick Advisors LLC1,242$138 03/31/2020
     SHV1,242$138 03/31/2020
Benjamin F. Edwards & Company Inc.1,185$132 03/31/2020
     SHV1,185$132 03/31/2020
Sugarloaf Wealth Management LLC1,142$127 03/31/2020
     SHV1,142$127 03/31/2020
Founders Capital Management1,070$119 03/31/2020
     SHV1,070$119 03/31/2020
Grace Capital1,014$113 03/31/2020
     SHV1,014$113 03/31/2020
Asset Management One Co. Ltd.1,000$111 03/31/2020
     SHV1,000$111 03/31/2020
Pecaut & CO.995$110 03/31/2020
     SHV995$110 03/31/2020
Semmax Financial Advisors Inc.954$106 03/31/2020
     SHV954$106 03/31/2020
C M Bidwell & Associates Ltd.931$103 03/31/2020
     SHV931$103 03/31/2020
Sonora Investment Management LLC905$101 03/31/2020
     SHV905$101 03/31/2020
Lion Street Advisors LLC828$93 03/31/2020
     SHV828$93 03/31/2020
Valeo Financial Advisors LLC764$85 03/31/2020
     SHV764$85 03/31/2020
MUFG Americas Holdings Corp701$78 03/31/2020
     SHV701$78 03/31/2020
Truehand Inc680$75 03/31/2020
     SHV680$75 03/31/2020
Captrust Financial Advisors656$73 03/31/2020
     SHV656$73 03/31/2020
Whittier Trust Co.650$72 03/31/2020
     SHV650$72 03/31/2020
Allworth Financial LP623$69 03/31/2020
     SHV623$69 03/31/2020
MCF Advisors LLC599$67 03/31/2020
     SHV599$67 03/31/2020
Financial Advocates Investment Management14,440$64 03/31/2020
     SHV14,440$64 03/31/2020
Burt Wealth Advisors555$62 03/31/2020
     SHV555$62 03/31/2020
Tsfg LLC518$58 03/31/2020
     SHV518$58 03/31/2020
EPG Wealth Management LLC520$58 03/31/2020
     SHV520$58 03/31/2020
Lee Financial Co489$54 03/31/2020
     SHV489$54 03/31/2020
Evensky & Katz LLC471$52 03/31/2020
     SHV471$52 03/31/2020
Wealthcare Advisory Partners LLC450$50 03/31/2020
     SHV450$50 03/31/2020
Disciplined Investments LLC439$49 03/31/2020
     SHV439$49 03/31/2020
SeaBridge Investment Advisors LLC410$46 03/31/2020
     SHV410$46 03/31/2020
Rockefeller Capital Management L.P.385$43 03/31/2020
     SHV385$43 03/31/2020
Plante Moran Financial Advisors LLC311$35 03/31/2020
     SHV311$35 03/31/2020
Carroll Financial Associates Inc.321$35 03/31/2020
     SHV321$35 03/31/2020
LifePlan Financial Group Inc303$34 03/31/2020
     SHV303$34 03/31/2020
Bray Capital Advisors303$34 03/31/2020
     SHV303$34 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC279$31 03/31/2020
     SHV279$31 03/31/2020
Lloyd Advisory Services LLC.272$30 12/31/2019
     SHV272$30 12/31/2019
Northern Oak Wealth Management Inc.262$29 03/31/2020
     SHV262$29 03/31/2020
Capital Analysts LLC265$29 03/31/2020
     SHV265$29 03/31/2020
Retirement Network255$28 03/31/2020
     SHV255$28 03/31/2020
Ellevest Inc.203$23 03/31/2020
     SHV203$23 03/31/2020
Global Retirement Partners LLC203$23 03/31/2020
     SHV203$23 03/31/2020
Blume Capital Management Inc.200$22 03/31/2020
     SHV200$22 03/31/2020
Patriot Financial Group Insurance Agency LLC200$22 03/31/2020
     SHV200$22 03/31/2020
Investors Research Corp200$22 03/31/2020
     SHV200$22 03/31/2020
Vectors Research Management LLC171$19 03/31/2020
     SHV171$19 03/31/2020
Citizens Financial Group Inc RI154$17 03/31/2020
     SHV154$17 03/31/2020
Red Door Wealth Management LLC150$16 03/31/2020
     SHV150$16 03/31/2020
AdvisorNet Financial Inc131$15 03/31/2020
     SHV131$15 03/31/2020
Northern Trust Corp12,771$14 03/31/2020
     SHV12,771$14 03/31/2020
Global Wealth Management Investment Advisory Inc.104$12 03/31/2020
     SHV104$12 03/31/2020
IMA Wealth Inc.103$11 03/31/2020
     SHV103$11 03/31/2020
BerganKDV Wealth Management LLC98$11 03/31/2020
     SHV98$11 03/31/2020
Flagship Harbor Advisors LLC100$11 03/31/2020
     SHV100$11 03/31/2020
Pinnacle Bank102$11 03/31/2020
     SHV102$11 03/31/2020
Procyon Private Wealth Partners LLC85$9 03/31/2020
     SHV85$9 03/31/2020
Shine Investment Advisory Services Inc.75$8 03/31/2020
     SHV75$8 03/31/2020
Tower Research Capital LLC TRC 54$6 03/31/2020
     SHV54$6 03/31/2020
Gradient Investments LLC55$6 03/31/2020
     SHV55$6 03/31/2020
FinTrust Capital Advisors LLC58$6 03/31/2020
     SHV58$6 03/31/2020
Bedel Financial Consulting Inc.41$5 03/31/2020
     SHV41$5 03/31/2020
Elm Partners Management LLC41$5 03/31/2020
     SHV41$5 03/31/2020
Firestone Capital Management43$5 03/31/2020
     SHV43$5 03/31/2020
Corbenic Partners LLC34$4 03/31/2020
     SHV34$4 03/31/2020
Aspire Private Capital LLC28$3 03/31/2020
     SHV28$3 03/31/2020
First Horizon Advisors Inc.17$1 03/31/2020
     SHV17$1 03/31/2020
Independence Advisors LLC10$1 03/31/2020
     SHV10$1 03/31/2020
Truewealth LLC5$1 03/31/2020
     SHV5$1 03/31/2020
Versant Capital Management Inc6$0 03/31/2020
     SHV6$0 03/31/2020

See Summary: Institutional Holders of SHV
See Details: Top 10 Hedge Funds Holding SHV
Also See: SHV Holdings Changes

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