Security record · archived quarter
SHEN
name pending profile ingest
70Tracked holders
+5Δ holders
23.74MShares held
$365.81MReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +0.2% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 12.21K | $140,717 | +1 | n/a |
| Q2 2026 | 68 | +2 | 23.34M | $352.10M | +4 | −3 |
| Q1 2026 | 70 | +5 | 23.74M | $365.81M | +6 | −1 |
| Q4 2025 | 65 | 0 | 24.94M | $288.31M | n/a | n/a |
| Q3 2025 | 14 | 0 | 16.46M | $220.86M | n/a | n/a |
| Q2 2025 | 11 | -1 | 15.82M | $216.12M | n/a | −1 |
| Q1 2025 | 9 | -2 | 4.28M | $53.82M | n/a | −2 |
| Q4 2024 | 11 | +1 | 4.11M | $51.83M | +2 | −1 |
| Q3 2024 | 9 | 0 | 2.14M | $30.16M | +1 | −1 |
| Q2 2024 | 9 | n/a | 2.06M | $33.66M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.98M | -0.6% | $107.60M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 2 | Dimensional Fund Advisors Lp | 2.47M | -0.6% | $38.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | Vanguard Capital Management Llc | 2.18M | n/a | $33.60M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 1.96M | +1.7% | $30.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.25M | +4.0% | $19.34M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 1.19M | +9.8% | $18.40M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 7 | American Century Companies Inc | 1.18M | +8.8% | $18.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Charles Schwab Investment… | 787.50K | -1.1% | $12.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 643.80K | +0.1% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Invesco Ltd. | 580.77K | -4.4% | $8.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Northern Trust Corp | 486.45K | +6.4% | $7.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 393.62K | +5.6% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 13 | Two Sigma Investments ✦ | 310.17K | +23.0% | $4.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 270.00K | +2.6% | $4.16M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 263.95K | -4.9% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Goldman Sachs Group ✦ | 256.30K | +34.5% | $3.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Principal Financial Group Inc | 221.70K | +2.0% | $3.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Rhumbline Advisers | 141.36K | 0.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 129.41K | +0.8% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 20 | UBS Group AG | 110.28K | -24.0% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Hrt Financial Lp | 108.54K | -34.7% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Franklin Resources Inc | 106.80K | New | $1.65M | 0.0% | New | 1 | SEC ↗ ×3 |
| 23 | Citadel Advisors ✦ | 106.29K | +152.6% | $1.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 24 | Nuveen, LLC | 105.61K | -3.3% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Legal & General Group Plc | 105.24K | -11.3% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Squarepoint Ops LLC | 103.62K | -17.5% | $1.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Quantinno Capital Management LP | 97.44K | +1.8% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Swiss National Bank | 92.07K | 0.0% | $1.42M | 0.0% | Held | 2 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 77.84K | +14.3% | $1.20M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Cwm, Llc | 73.38K | +0.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 72.87K | +17.3% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 71.76K | -5.0% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 69.06K | -76.1% | $1.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 34 | Renaissance Technologies ✦ | 63.80K | -2.0% | $983,796 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | Creative Planning | 54.99K | -20.0% | $848,007 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 50.88K | +15.1% | $765,265 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Prudential Financial Inc | 48.18K | +11.3% | $742,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | First Trust Advisors Lp | 47.97K | -17.1% | $739,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Deutsche Bank Ag\ | 47.32K | +12.6% | $729,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | California State Teachers… | 42.73K | -0.9% | $658,958 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | LPL Financial LLC | 33.59K | -8.6% | $518,038 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Alliancebernstein L.P. | 43.09K | -28.3% | $498,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 26.83K | -7.3% | $413,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 23.82K | +1.1% | $367,366 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 23.59K | +17.2% | $363,788 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 46 | Janus Henderson Group Plc | 20.90K | 0.0% | $322,545 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Citigroup Inc | 20.85K | +10.9% | $321,461 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Susquehanna International Group, Llp | 20.38K | +13.4% | $314,260 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 20.17K | -65.3% | $311,033 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Balyasny Asset Management L.P. | 18.01K | New | $277,684 | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Amundi | 15.07K | +42.6% | $232,379 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Manufacturers Life Insurance… | 13.97K | -11.3% | $215,371 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | State Board Of Administration Of… | 13.87K | 0.0% | $213,875 | 0.0% | Held | 2 | SEC ↗ |
| 54 | New York State Common Retirement… | 13.01K | 0.0% | $200,614 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 12.69K | 0.0% | $195,649 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 11.82K | -1.4% | $182,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Connor, Clark & Lunn Investment… | 11.13K | New | $171,625 | 0.0% | New | 1 | SEC ↗ |
| 58 | Fifth Third Bancorp | 9.97K | +29229.4% | $153,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Barclays Plc | 9.60K | -87.9% | $148,077 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Ensign Peak Advisors, Inc | 6.98K | 0.0% | $107,662 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 3.94K | -6.4% | $60,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Simplex Trading, Llc | 1.64K | New | $25,273 | 0.0% | New | 1 | SEC ↗ |
| 63 | BNP Paribas Asset Management… | 1.41K | +46.4% | $21,711 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Osaic Holdings, Inc. | 636 | -67.3% | $9,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 436 | 0.0% | $6,404 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Northwestern Mutual Wealth… | 233 | New | $3,593 | 0.0% | New | 1 | SEC ↗ |
| 67 | Federated Hermes, Inc. | 226 | +159.8% | $3,485 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Us Bancorp \De\ | 90 | +34.3% | $1,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 63 | +43.2% | $971 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Group One Trading Llc | 22 | New | $339 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Franklin Resources Inc | $1.65M | 0.0% |
| Balyasny Asset Management L.P. | $277,684 | 0.0% |
| Connor, Clark & Lunn… | $171,625 | 0.0% |
| Simplex Trading, Llc | $25,273 | 0.0% |
| Northwestern Mutual Wealth… | $3,593 | 0.0% |
| Group One Trading Llc | $339 | 0.0% |
Exited
| Jane Street Group, Llc | $817,731 | 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: Q1 2026 ·
Methodology ·
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