There is a long list of 420 institutional holders of SHM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SHM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SHM table below, the initial column indicates the name of each top institutional holder of SHM, with a link to that fund's top holdings. The next columns indicate the amount of SHM stock held by each of the institutional holders of SHM, followed by the SHM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Bank of America Corp DE	14,734,545	$704,164	12/31/2023
SHM	14,734,545	$704,164	12/31/2023
Goldman Sachs Group Inc.	10,491,063	$501,368	12/31/2023
SHM	10,491,063	$501,368	12/31/2023
Wells Fargo & Company MN	8,086,042	$386,432	12/31/2023
SHM	8,086,042	$386,432	12/31/2023
Envestnet Asset Management Inc.	6,585,255	$314,709	12/31/2023
SHM	6,585,255	$314,709	12/31/2023
Morgan Stanley	5,742,672	$274,442	12/31/2023
SHM	5,742,672	$274,442	12/31/2023
Mercer Global Advisors Inc. ADV	3,060,707	$146,271	12/31/2023
SHM	3,060,707	$146,271	12/31/2023
Northwestern Mutual Wealth Management Co.	2,780,157	$132,873	12/31/2023
SHM	2,780,157	$132,873	12/31/2023
United Capital Financial Advisers LLC	2,585,361	$123,554	12/31/2023
SHM	2,585,361	$123,554	12/31/2023
Jane Street Group LLC	2,474,158	$118,240	12/31/2023
SHM	2,474,158	$118,240	12/31/2023
The PNC Financial Services Group Inc.	1,786,164	$85,361	12/31/2023
SHM	1,786,164	$85,361	12/31/2023
Commonwealth Equity Services LLC	1,518,449	$72,567	12/31/2023
SHM	1,518,449	$72,567	12/31/2023
Financial Engines Advisors L.L.C.	766,963	$36,653	12/31/2023
SHM	766,963	$36,653	12/31/2023
Quent Capital LLC	747,170	$35,707	12/31/2023
SHM	747,170	$35,707	12/31/2023
LPL Financial LLC	729,558	$34,866	12/31/2023
SHM	729,558	$34,866	12/31/2023
JPMorgan Chase & Co.	646,090	$30,877	12/31/2023
SHM	646,090	$30,877	12/31/2023
UBS Group AG	544,272	$26,011	12/31/2023
SHM	544,272	$26,011	12/31/2023
HTLF Bank	480,625	$22,969	12/31/2023
SHM	480,625	$22,969	12/31/2023
Wealth Enhancement Advisory Services LLC	475,882	$22,576	03/31/2024
SHM	475,882	$22,576	03/31/2024
Wealthcare Advisory Partners LLC	452,563	$21,470	03/31/2024
SHM	452,563	$21,470	03/31/2024
Sei Investments Co.	445,225	$21,277	12/31/2023
SHM	445,225	$21,277	12/31/2023
Stifel Financial Corp	439,325	$20,995	12/31/2023
SHM	439,325	$20,995	12/31/2023
Avantax Advisory Services Inc.	424,599	$20,292	12/31/2023
SHM	424,599	$20,292	12/31/2023
OLD National Bancorp IN	393,997	$18,691	03/31/2024
SHM	393,997	$18,691	03/31/2024
Truist Financial Corp	359,606	$17,186	12/31/2023
SHM	359,606	$17,186	12/31/2023
Prime Capital Investment Advisors LLC	349,986	$16,726	12/31/2023
SHM	349,986	$16,726	12/31/2023
Renaissance Technologies LLC	316,600	$15,130	12/31/2023
SHM	316,600	$15,130	12/31/2023
Advisor Group Holdings Inc.	312,547	$14,937	12/31/2023
SHM	312,547	$14,937	12/31/2023
Trustmark National Bank Trust Department	297,659	$14,225	12/31/2023
SHM	297,659	$14,225	12/31/2023
Cullen Frost Bankers Inc.	289,139	$13,818	12/31/2023
SHM	289,139	$13,818	12/31/2023
Citigroup Inc.	284,201	$13,582	12/31/2023
SHM	284,201	$13,582	12/31/2023
Allworth Financial LP	279,746	$13,369	12/31/2023
SHM	279,746	$13,369	12/31/2023
Farther Finance Advisors LLC	258,124	$12,336	12/31/2023
SHM	258,124	$12,336	12/31/2023
Ameriprise Financial Inc.	243,391	$11,665	12/31/2023
SHM	243,391	$11,665	12/31/2023
Assetmark Inc.	231,430	$11,060	12/31/2023
SHM	231,430	$11,060	12/31/2023
Royal Bank of Canada	230,183	$11,001	12/31/2023
SHM	230,183	$11,001	12/31/2023
Gerber Kawasaki Wealth & Investment Management	229,792	$10,982	12/31/2023
SHM	229,792	$10,982	12/31/2023
Altfest L J & Co. Inc.	194,796	$9,309	12/31/2023
SHM	194,796	$9,309	12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management	175,110	$8,369	12/31/2023
SHM	175,110	$8,369	12/31/2023
APCM Wealth Management for Individuals	176,192	$8,359	03/31/2024
SHM	176,192	$8,359	03/31/2024
Raymond James Financial Services Advisors Inc.	173,495	$8,291	12/31/2023
SHM	173,495	$8,291	12/31/2023
Cetera Investment Advisers	170,974	$8,171	12/31/2023
SHM	170,974	$8,171	12/31/2023
Beacon Pointe Advisors LLC	168,214	$8,039	12/31/2023
SHM	168,214	$8,039	12/31/2023
Quotient Wealth Partners LLC	145,412	$6,949	12/31/2023
SHM	145,412	$6,949	12/31/2023
Symmetry Partners LLC	146,142	$6,933	03/31/2024
SHM	146,142	$6,933	03/31/2024
Apella Capital LLC	144,463	$6,830	03/31/2024
SHM	144,463	$6,830	03/31/2024
Mariner LLC	138,594	$6,623	12/31/2023
SHM	138,594	$6,623	12/31/2023
Foster Group Inc.	136,677	$6,484	03/31/2024
SHM	136,677	$6,484	03/31/2024
GWM Advisors LLC	134,738	$6,399	12/31/2023
SHM	134,738	$6,399	12/31/2023
Brio Consultants LLC	131,113	$6,266	12/31/2023
SHM	131,113	$6,266	12/31/2023
GenTrust LLC	129,095	$6,124	03/31/2024
SHM	129,095	$6,124	03/31/2024

See All: Funds Holding SHM
See Details: Top 10 Hedge Funds Holding SHM
Also See: SHM Holdings Changes

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