Security record · archived quarter
SHYD
name pending profile ingest
30Tracked holders
+2Δ holders
7.22MShares held
$165.51MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -1.0% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 31 | 0 | 7.98M | $182.64M | — | — |
| Q1 2026 | 32 | +1 | 7.54M | $170.77M | +2 | −1 |
| Q4 2025 | 30 | +2 | 7.22M | $165.51M | +2 | — |
| Q3 2025 | 4 | 0 | 1.02M | $23.32M | — | — |
| Q2 2025 | 2 | — | 179 | $4,044 | — | — |
| Q4 2024 | 1 | 0 | 49.18K | $1.11M | — | — |
| Q3 2024 | 1 | 0 | 9.74K | $221,338 | — | — |
| Q2 2024 | 1 | — | 14.24K | $318,459 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.83M | — | $41.99M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.48M | — | $34.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 1.48M | — | $34.02M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.48M | — | $34.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.48M | — | $34.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 842.22K | -15.6% | $19.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 842.22K | -15.6% | $19.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 776.55K | — | $17.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 776.55K | — | $17.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | LPL Financial LLC | 335.34K | — | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 285.31K | — | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 226.79K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 185.44K | — | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 180.24K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 180.24K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 177.89K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 177.89K | — | $4.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 144.62K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Truist Financial Corp | 137.70K | — | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 125.19K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 125.19K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 125.19K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 90.52K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 81.05K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 81.05K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 78.05K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 42.28K | — | $968,755 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 42.20K | — | $967,741 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 30.52K | — | $699,305 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 25.75K | — | $589,882 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 22.84K | — | $523,355 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 22.61K | — | $517,890 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 11.92K | — | $273,110 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 9.73K | New | $222,937 | 0.0% | New | 1 | SEC ↗ |
| 35 | Mariner, LLC | 9.00K | — | $206,190 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 8.91K | -54.4% | $204,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 8.91K | -54.4% | $204,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 7.18K | +988.0% | $164,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Cwm, Llc | 4.05K | — | $93,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Assetmark, Inc | 1.29K | — | $29,554 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 1.15K | +753.3% | $26,392 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.79M | 0.0% |
| Citadel Advisors | $222,937 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 144 holders, 11.11M shares, $250.43M 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: Q4 2025 ·
Methodology ·
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