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Security record

SHBI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
72Tracked holders
+4Δ holders
17.58MShares held
$402.38MReported value
+5New positions
−1Exits
Rising 7 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow +3.5% · net new positions +5.6% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 72 +4 17.58M $402.38M +5 −1
Q1 2026 71 +3 17.45M $325.69M +6 −3
Q4 2025 68 +1 17.19M $303.99M +2 −1
Q3 2025 17 -3 9.53M $156.33M — −3
Q2 2025 17 +1 8.71M $136.90M +1 —
Q1 2025 13 +2 2.94M $39.84M +2 —
Q4 2024 11 +1 2.24M $35.56M +2 −1
Q3 2024 9 -1 1.49M $20.80M — −1
Q2 2024 10 — 1.57M $17.93M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 3.22M +6.3% $73.78M 0.0% ▲ Add 5 SEC ↗ ×7
2 Dimensional Fund Advisors Lp 1.77M +5.4% $40.73M 0.0% ▲ Add 3 SEC ↗ ×4
3 Vanguard Capital Management Llc 1.35M -2.3% $30.87M 0.0% ▼ Trim 2 SEC ↗
4 American Century Companies Inc 1.10M +14.1% $25.15M 0.0% ▲ Add 3 SEC ↗
5 State Street Global Advisors ✦ (passive) 1.03M +11.2% $23.62M 0.0% ▲ Add 7 SEC ↗
6 Manufacturers Life Insurance… 885.02K -0.6% $20.31M 0.0% ▼ Trim 3 SEC ↗
7 Geode Capital Management ✦ (passive) 816.48K +6.2% $18.74M 0.0% ▲ Add 9 SEC ↗ ×2
8 Wellington Management ✦ 768.35K -24.2% $17.63M 0.0% ▼ Trim 9 SEC ↗ ×3
9 Ameriprise Financial Inc 523.56K +17.9% $12.02M 0.0% ▲ Add 3 SEC ↗ ×2
10 Nuveen, LLC 483.36K +40.2% $11.09M 0.0% ▲ Add 3 SEC ↗ ×4
11 Goldman Sachs Group ✦ 481.07K -12.5% $11.04M 0.0% ▼ Trim 4 SEC ↗ ×2
12 AQR Capital Management ✦ 476.22K +9.4% $10.93M 0.0% ▲ Add 9 SEC ↗ ×7
13 Hotchkis & Wiley Capital Management… 337.67K +11.3% $7.75M 0.0% ▲ Add 3 SEC ↗
14 Arrowstreet Capital ✦ 336.59K -18.4% $7.72M 0.0% ▼ Trim 7 SEC ↗
15 Northern Trust Corp 316.03K +4.3% $7.25M 0.0% ▲ Add 3 SEC ↗ ×3
16 Renaissance Technologies ✦ 279.51K -19.6% $6.41M 0.0% ▼ Trim 9 SEC ↗
17 Morgan Stanley ✦ 269.65K -3.8% $6.19M 0.0% ▼ Trim 4 SEC ↗ ×11
18 Millennium Management ✦ 218.64K -4.6% $5.02M 0.0% ▼ Trim 7 SEC ↗
19 Bank of New York Mellon Corp 218.61K +19.6% $5.02M 0.0% ▲ Add 3 SEC ↗ ×4
20 Connor, Clark & Lunn Investment… 209.89K -2.8% $4.82M 0.0% ▼ Trim 3 SEC ↗
21 Alliancebernstein L.P. 251.67K -10.6% $4.70M 0.0% ▼ Trim 3 SEC ↗
22 Creative Planning 195.32K +11.6% $4.48M 0.0% ▲ Add 3 SEC ↗ ×2
23 Citadel Advisors ✦ 184.51K +493.4% $4.23M 0.0% ▲ Add 3 SEC ↗
24 Prudential Financial Inc 153.34K +0.3% $3.52M 0.0% ▲ Add 3 SEC ↗
25 First Trust Advisors Lp 114.03K +4.0% $2.62M 0.0% ▲ Add 3 SEC ↗
26 Brown Advisory Inc 100.42K 0.0% $2.30M 0.0% Held 3 SEC ↗
27 Charles Schwab Investment… 99.32K +8.6% $2.28M 0.0% ▲ Add 3 SEC ↗
28 Fisher Asset Management ✦ 97.66K 0.0% $2.24M 0.0% Held 9 SEC ↗
29 Two Sigma Investments ✦ 97.29K +84.9% $2.23M 0.0% ▲ Add 9 SEC ↗
30 Quantinno Capital Management LP 93.19K +41.6% $2.14M 0.0% ▲ Add 3 SEC ↗
31 Lazard Asset Management Llc 90.42K +3.3% $2.08M 0.0% ▲ Add 2 SEC ↗
32 T. Rowe Price ✦ 79.20K +18.7% $1.82M 0.0% ▲ Add 9 SEC ↗
33 UBS Group AG 74.72K +41.2% $1.71M 0.0% ▲ Add 3 SEC ↗ ×2
34 Barclays Plc 68.23K +6.7% $1.57M 0.0% ▲ Add 3 SEC ↗ ×2
35 D. E. Shaw & Co. ✦ 55.94K +13.5% $1.28M 0.0% ▲ Add 2 SEC ↗
36 Bank Of America Corp /De/ 55.40K -28.0% $1.27M 0.0% ▼ Trim 3 SEC ↗ ×2
37 LPL Financial LLC 51.88K -1.4% $1.19M 0.0% ▼ Trim 3 SEC ↗
38 Franklin Resources Inc 50.68K -15.9% $1.16M 0.0% ▼ Trim 3 SEC ↗ ×3
39 Principal Financial Group Inc 47.59K +6.6% $1.09M 0.0% ▲ Add 2 SEC ↗ ×2
40 Invesco Ltd. 44.19K -1.7% $1.01M 0.0% ▼ Trim 3 SEC ↗ ×4
41 Susquehanna International Group, Llp 43.33K +102.7% $994,446 0.0% ▲ Add 2 SEC ↗
42 Rhumbline Advisers 40.05K +3.5% $919,046 0.0% ▲ Add 3 SEC ↗
43 Fidelity (FMR) ✦ 31.51K +96.0% $723,066 0.0% ▲ Add 5 SEC ↗ ×2
44 Citigroup Inc 31.06K +36.0% $712,827 0.0% ▲ Add 3 SEC ↗ ×3
45 Deutsche Bank Ag\ 30.61K -5.3% $702,385 0.0% ▼ Trim 3 SEC ↗
46 Wells Fargo & Company/Mn 28.86K +113.0% $662,417 0.0% ▲ Add 3 SEC ↗ ×3
47 Russell Investments Group, Ltd. 27.88K +893.4% $639,730 0.0% ▲ Add 3 SEC ↗ ×3
48 Squarepoint Ops LLC 27.57K New $632,754 0.0% New 1 SEC ↗
49 Royal Bank Of Canada 25.60K -8.9% $587,000 0.0% ▼ Trim 3 SEC ↗ ×2
50 Mercer Global Advisors Inc /Adv 24.96K +24.9% $572,901 0.0% ▲ Add 3 SEC ↗
51 Raymond James Financial Inc 19.67K +0.5% $451,466 0.0% ▲ Add 3 SEC ↗ ×2
52 Mariner, LLC 18.87K -32.9% $433,028 0.0% ▼ Trim 3 SEC ↗
53 Marshall Wace ✦ 18.82K New $431,989 0.0% New 1 SEC ↗ ×2
54 Sei Investments Co 15.72K -37.7% $360,868 0.0% ▼ Trim 3 SEC ↗ ×2
55 MIRAE ASSET GLOBAL ETFS HOLDINGS… 14.45K -1.7% $331,559 0.0% ▼ Trim 3 SEC ↗
56 JPMorgan Chase ✦ 13.59K +6.0% $312,865 0.0% ▲ Add 4 SEC ↗ ×4
57 Wealth Enhancement Advisory… 13.24K New $299,692 0.0% New 1 SEC ↗
58 Bnp Paribas Financial Markets 12.72K +93.3% $292,039 0.0% ▲ Add 3 SEC ↗
59 Bank Of Nova Scotia 12.20K New $280,059 0.0% New 1 SEC ↗
60 Qube Research & Technologies Ltd 11.25K -93.8% $258,119 0.0% ▼ Trim 3 SEC ↗
61 New York State Common Retirement… 9.23K 0.0% $211,920 0.0% Held 3 SEC ↗
62 Pnc Financial Services Group, Inc. 8.54K +91.9% $195,878 0.0% ▲ Add 3 SEC ↗ ×3
63 Federated Hermes, Inc. 5.16K +7.9% $118,514 0.0% ▲ Add 3 SEC ↗ ×2
64 Legal & General Group Plc 3.05K +19.5% $69,952 0.0% ▲ Add 3 SEC ↗
65 Rockefeller Capital Management L.P. 2.86K +0.6% $65,744 0.0% ▲ Add 3 SEC ↗
66 UBS AM, a distinct business unit of… 1.29K 0.0% $29,720 0.0% Held 3 SEC ↗
67 Us Bancorp \De\ 564 +500.0% $12,944 0.0% ▲ Add 3 SEC ↗
68 Jones Financial Companies Lllp 443 +22.4% $10,317 0.0% ▲ Add 2 SEC ↗
69 Simplex Trading, Llc 440 New $10,098 0.0% New 1 SEC ↗
70 Osaic Holdings, Inc. 193 -22.5% $4,444 0.0% ▼ Trim 3 SEC ↗ ×2
71 Optiver Holding B.V. 76 -76.0% $1,744 0.0% ▼ Trim 3 SEC ↗
72 Assetmark, Inc 76 0.0% $1,744 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Squarepoint Ops LLC $632,754 0.0%
Marshall Wace $431,989 0.0%
Wealth Enhancement Advisory… $299,692 0.0%
Bank Of Nova Scotia $280,059 0.0%
Simplex Trading, Llc $10,098 0.0%

Exited

Man Group plc $592,324 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 161 holders, 22.16M shares, $402.34M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API