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Institutional Holders of SHYD

There is a long list of 115 institutional holders of SHYD 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 SHYD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SHYD table below, the initial column indicates the name of each top institutional holder of SHYD, with a link to that fund's top holdings. The next columns indicate the amount of SHYD stock held by each of the institutional holders of SHYD, followed by the SHYD position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.1,107,967$24,519 12/31/2023
     SHYD1,107,967$24,519 12/31/2023
Wells Fargo & Company MN1,000,861$22,149 12/31/2023
     SHYD1,000,861$22,149 12/31/2023
Morgan Stanley977,065$21,622 12/31/2023
     SHYD977,065$21,622 12/31/2023
Mercer Global Advisors Inc. ADV876,414$19,395 12/31/2023
     SHYD876,414$19,395 12/31/2023
Jane Street Group LLC869,765$19,248 12/31/2023
     SHYD869,765$19,248 12/31/2023
Fragasso Group Inc.429,551$9,506 12/31/2023
     SHYD429,551$9,506 12/31/2023
Bank of America Corp DE413,810$9,158 12/31/2023
     SHYD413,810$9,158 12/31/2023
Global Strategic Investment Solutions LLC341,180$7,550 12/31/2023
     SHYD341,180$7,550 12/31/2023
LPL Financial LLC265,826$5,883 12/31/2023
     SHYD265,826$5,883 12/31/2023
Susquehanna International Group LLP211,919$4,690 12/31/2023
     SHYD211,919$4,690 12/31/2023
Flow Traders U.S. LLC197,373$4,368 12/31/2023
     SHYD197,373$4,368 12/31/2023
First Foundation Advisors175,842$3,891 12/31/2023
     SHYD175,842$3,891 12/31/2023
UBS Group AG173,710$3,844 12/31/2023
     SHYD173,710$3,844 12/31/2023
Truist Financial Corp168,930$3,738 12/31/2023
     SHYD168,930$3,738 12/31/2023
Ameriprise Financial Inc.162,354$3,593 12/31/2023
     SHYD162,354$3,593 12/31/2023
Dakota Wealth Management147,507$3,264 12/31/2023
     SHYD147,507$3,264 12/31/2023
Royal Bank of Canada133,454$2,953 12/31/2023
     SHYD133,454$2,953 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC105,036$2,324 12/31/2023
     SHYD105,036$2,324 12/31/2023
Willis Johnson & Associates Inc.104,972$2,323 12/31/2023
     SHYD104,972$2,323 12/31/2023
Wealthcare Advisory Partners LLC104,198$2,306 12/31/2023
     SHYD104,198$2,306 12/31/2023
High Net Worth Advisory Group LLC102,079$2,259 12/31/2023
     SHYD102,079$2,259 12/31/2023
Raymond James Financial Services Advisors Inc.101,770$2,252 12/31/2023
     SHYD101,770$2,252 12/31/2023
Sowell Financial Services LLC93,877$2,077 12/31/2023
     SHYD93,877$2,077 12/31/2023
Commonwealth Equity Services LLC89,310$1,976 12/31/2023
     SHYD89,310$1,976 12/31/2023
Breakwater Capital Group85,059$1,870 12/31/2023
     SHYD85,059$1,870 12/31/2023
Visionary Wealth Advisors83,988$1,859 12/31/2023
     SHYD83,988$1,859 12/31/2023
Kades & Cheifetz LLC81,716$1,808 12/31/2023
     SHYD81,716$1,808 12/31/2023
Advisor Group Holdings Inc.75,970$1,681 12/31/2023
     SHYD75,970$1,681 12/31/2023
Cetera Advisor Networks LLC72,057$1,595 12/31/2023
     SHYD72,057$1,595 12/31/2023
Stephens Inc. AR65,353$1,446 12/31/2023
     SHYD65,353$1,446 12/31/2023
Clark Capital Management Group Inc.62,844$1,391 12/31/2023
     SHYD62,844$1,391 12/31/2023
Naples Global Advisors LLC59,300$1,312 12/31/2023
     SHYD59,300$1,312 12/31/2023
Cetera Investment Advisers51,693$1,144 12/31/2023
     SHYD51,693$1,144 12/31/2023
GWM Advisors LLC46,835$1,034 12/31/2023
     SHYD46,835$1,034 12/31/2023
McAdam LLC46,653$1,032 12/31/2023
     SHYD46,653$1,032 12/31/2023
Dynamic Advisor Solutions LLC44,877$994 12/31/2023
     SHYD44,877$994 12/31/2023
Jacobson & Schmitt Advisors LLC44,592$987 12/31/2023
     SHYD44,592$987 12/31/2023
Dean Investment Associates LLC41,000$907 12/31/2023
     SHYD41,000$907 12/31/2023
Kestra Advisory Services LLC40,050$886 12/31/2023
     SHYD40,050$886 12/31/2023
Trustmark National Bank Trust Department39,571$876 12/31/2023
     SHYD39,571$876 12/31/2023
Rockefeller Capital Management L.P.38,812$859 12/31/2023
     SHYD38,812$859 12/31/2023
StrategIQ Financial Group LLC31,421$695 12/31/2023
     SHYD31,421$695 12/31/2023
Wsfs Capital Management LLC29,041$643 12/31/2023
     SHYD29,041$643 12/31/2023
Citadel Advisors LLC28,392$628 12/31/2023
     SHYD28,392$628 12/31/2023
Cambridge Investment Research Advisors Inc.28,038$620 12/31/2023
     SHYD28,038$620 12/31/2023
Resources Investment Advisors LLC.25,787$571 12/31/2023
     SHYD25,787$571 12/31/2023
Occidental Asset Management LLC25,811$571 12/31/2023
     SHYD25,811$571 12/31/2023
Innova Wealth Partners23,576$522 12/31/2023
     SHYD23,576$522 12/31/2023
Envestnet Portfolio Solutions Inc.23,539$521 12/31/2023
     SHYD23,539$521 12/31/2023
RMR Wealth Builders23,049$510 12/31/2023
     SHYD23,049$510 12/31/2023

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

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