SHYD
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.20K | $378,628 | n/a | −1 |
| Q2 2026 | 30 | 0 | 7.75M | $177.46M | n/a | −1 |
| Q1 2026 | 32 | +1 | 7.54M | $170.77M | +2 | −1 |
| Q4 2025 | 30 | +2 | 7.22M | $165.51M | +2 | n/a |
| Q3 2025 | 4 | 0 | 1.02M | $23.32M | n/a | n/a |
| Q2 2025 | 2 | n/a | 179 | $4,044 | n/a | n/a |
| Q4 2024 | 1 | 0 | 49.18K | $1.11M | n/a | n/a |
| Q3 2024 | 1 | 0 | 9.74K | $221,338 | n/a | n/a |
| Q2 2024 | 1 | n/a | 14.24K | $318,459 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 1.83M | n/a | $41.99M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.48M | n/a | $34.02M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 842.22K | -15.6% | $19.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 776.55K | n/a | $17.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 335.34K | n/a | $7.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 285.31K | n/a | $6.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 226.79K | n/a | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 185.44K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 180.24K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 177.89K | n/a | $4.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 144.62K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 137.70K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 125.19K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Jones Financial Companies Lllp | 90.52K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 81.05K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 78.05K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 42.28K | n/a | $968,755 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 42.20K | n/a | $967,741 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 30.52K | n/a | $699,305 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 25.75K | n/a | $589,882 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 22.84K | n/a | $523,355 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 22.61K | n/a | $517,890 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 11.92K | n/a | $273,110 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 9.73K | New | $222,937 | 0.0% | New | 1 | SEC ↗ |
| 25 | Mariner, LLC | 9.00K | n/a | $206,190 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 8.91K | -54.4% | $204,174 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 7.18K | +988.0% | $164,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Cwm, Llc | 4.05K | n/a | $93,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 1.29K | n/a | $29,554 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.