Security record
SHEN
name pending profile ingest
69Tracked holders
+2Δ holders
23.36MShares held
$352.26MReported value
+4New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow -1.0% ·
net new positions +2.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +2 | 23.36M | $352.26M | +4 | −2 |
| Q1 2026 | 70 | +5 | 23.74M | $365.81M | +6 | −1 |
| Q4 2025 | 65 | 0 | 24.94M | $288.31M | — | — |
| Q3 2025 | 14 | 0 | 16.46M | $220.86M | — | — |
| Q2 2025 | 11 | -1 | 15.82M | $216.12M | — | −1 |
| Q1 2025 | 9 | -2 | 4.28M | $53.82M | — | −2 |
| Q4 2024 | 11 | +1 | 4.11M | $51.83M | +2 | −1 |
| Q3 2024 | 9 | 0 | 2.14M | $30.16M | +1 | −1 |
| Q2 2024 | 9 | — | 2.06M | $33.66M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.09M | +1.6% | $106.91M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | Dimensional Fund Advisors Lp | 2.61M | +5.8% | $39.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | State Street Global Advisors ✦ (passive) | 2.15M | +9.7% | $32.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 2.06M | -5.5% | $31.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | American Century Companies Inc | 1.44M | +21.6% | $21.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 1.30M | +3.5% | $19.58M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 731.43K | -38.7% | $11.03M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 8 | Charles Schwab Investment… | 718.22K | -8.8% | $10.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 647.03K | +0.5% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Northern Trust Corp | 513.52K | +5.6% | $7.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Morgan Stanley ✦ | 333.99K | -15.2% | $5.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 12 | GAMCO Investors ✦ | 270.00K | 0.0% | $4.07M | 0.0% | Held | 9 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 267.99K | +1.5% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 14 | Goldman Sachs Group ✦ | 256.02K | -0.1% | $3.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 15 | Principal Financial Group Inc | 222.01K | +0.1% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Invesco Ltd. | 204.12K | -64.8% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Citigroup Inc | 179.25K | +759.9% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Nuveen, LLC | 175.25K | +65.9% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Franklin Resources Inc | 172.88K | +61.9% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | UBS AM, a distinct business unit of… | 145.21K | +12.2% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 21 | Rhumbline Advisers | 120.72K | -14.6% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Legal & General Group Plc | 102.02K | -3.1% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Quantinno Capital Management LP | 101.87K | +4.5% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | UBS Group AG | 99.16K | -10.1% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Swiss National Bank | 88.77K | -3.6% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 85.77K | +10.2% | $1.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 27 | Hrt Financial Lp | 75.72K | -30.2% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 75.44K | +9.2% | $1.14M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 29 | Citadel Advisors ✦ | 75.28K | -29.2% | $1.14M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 30 | AQR Capital Management ✦ | 73.13K | New | $1.10M | 0.0% | New | 1 | SEC ↗ ×7 |
| 31 | Bank Of America Corp /De/ | 69.62K | -4.5% | $1.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Ameriprise Financial Inc | 69.28K | -3.5% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 63.91K | +25.6% | $998,290 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 34 | Alliancebernstein L.P. | 61.09K | +41.8% | $941,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Creative Planning | 56.81K | +3.3% | $856,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Deutsche Bank Ag\ | 53.59K | +13.2% | $808,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Victory Capital Management Inc | 52.87K | New | $797,265 | 0.0% | New | 1 | SEC ↗ |
| 38 | First Trust Advisors Lp | 50.05K | +4.3% | $754,723 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Prudential Financial Inc | 48.70K | +1.1% | $734,381 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 48.00K | -24.8% | $723,840 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 43.19K | +114.1% | $651,342 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | LPL Financial LLC | 34.48K | +2.6% | $519,946 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 33.92K | -89.1% | $511,544 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 27.87K | +608.0% | $420,340 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Susquehanna International Group, Llp | 26.74K | +31.2% | $403,194 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Squarepoint Ops LLC | 24.26K | -76.6% | $365,811 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Zurcher Kantonalbank (Zurich… | 23.41K | +84.5% | $353,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 23.21K | -2.6% | $349,992 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Balyasny Asset Management L.P. | 21.56K | +19.7% | $325,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Connor, Clark & Lunn Investment… | 20.21K | +81.6% | $304,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | New York State Common Retirement… | 16.31K | +25.4% | $245,955 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Bnp Paribas Financial Markets | 14.73K | +24.6% | $222,098 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | State Board Of Administration Of… | 13.87K | 0.0% | $209,160 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Manufacturers Life Insurance… | 13.63K | -2.4% | $205,601 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Amundi | 11.04K | -26.8% | $166,438 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Voya Investment Management Llc | 10.20K | New | $153,861 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fifth Third Bancorp | 10.04K | +0.7% | $151,418 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 8.69K | -63.2% | $131,001 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 59 | Barclays Plc | 8.32K | -13.3% | $125,526 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Royal Bank Of Canada | 6.79K | -74.7% | $102,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 61 | Ensign Peak Advisors, Inc | 3.33K | -52.3% | $50,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Osaic Holdings, Inc. | 2.58K | +306.0% | $38,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | BNP Paribas Asset Management… | 1.28K | -8.9% | $19,333 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Simplex Trading, Llc | 544 | -66.8% | $8,203 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 436 | 0.0% | $6,735 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Federated Hermes, Inc. | 254 | +12.4% | $3,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Optiver Holding B.V. | 252 | New | $3,800 | 0.0% | New | 1 | SEC ↗ |
| 68 | Us Bancorp \De\ | 111 | +23.3% | $1,674 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 43 | -31.8% | $648 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $1.10M | 0.0% |
| Victory Capital Management Inc | $797,265 | 0.0% |
| Voya Investment Management Llc | $153,861 | 0.0% |
| Optiver Holding B.V. | $3,800 | 0.0% |
Exited
| Northwestern Mutual Wealth… | $3,593 | was 0.0% |
| Group One Trading Llc | $339 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 168 holders, 40.17M shares, $612.12M 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.
Oct 08
SC 13G — DIMENSIONAL FUND ADVISORS LP
Oct 05
SC 13G/A — BlackRock, Inc.
Aug 14
SC 13G/A — SOUTHEASTERN ASSET MANAGEMENT INC/TN/
Jun 10
SC 13D/A — GCM Investments GP, LLC
7.4% of class · View original SEC filing ↗
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 ·
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