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Security record · archived quarter

SHYL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2024
17Tracked holders
+1Δ holders
1.77MShares held
$79.59MReported value
+2New positions
−1Exits
Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.2% · share flow +9.4% · net new positions +5.9%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 17 +1 1.77M $79.59M +2 −1
Q1 2026 17 0 1.62M $71.99M +2 −2
Q4 2025 17 -1 1.54M $69.43M +1 −2
Q3 2025 3 +1 137.87K $6.26M +1
Q2 2024 1 4.97K $219,387
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 624.52K +12.4% $27.75M 0.0% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 622.15K +7.0% $27.64M 0.0% ▲ Add 3 SEC ↗
3 Bank Of America Corp /De/ 622.15K +7.0% $27.64M 0.0% ▲ Add 3 SEC ↗
4 Ameriprise Financial Inc 199.88K -6.3% $9.67M 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 96.26K +108.1% $4.28M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 96.26K +108.1% $4.28M 0.0% ▲ Add 4 SEC ↗
7 Morgan Stanley 96.26K +108.1% $4.28M 0.0% ▲ Add 4 SEC ↗
8 Osaic Holdings, Inc. 57.75K +1.2% $2.57M 0.0% ▲ Add 3 SEC ↗
9 Osaic Holdings, Inc. 57.75K +1.2% $2.57M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 57.75K +1.2% $2.57M 0.0% ▲ Add 3 SEC ↗
11 Royal Bank Of Canada 47.66K -30.1% $2.12M 0.0% ▼ Trim 3 SEC ↗
12 Jane Street Group, Llc 34.08K +118.7% $1.51M 0.0% ▲ Add 3 SEC ↗
13 Commonwealth Equity Services, Llc 31.13K -1.9% $1.38M 0.0% ▼ Trim 3 SEC ↗
14 Envestnet Asset Management Inc 27.97K -3.3% $1.24M 0.0% ▼ Trim 3 SEC ↗
15 Assetmark, Inc 10.89K +4.3% $484,065 0.0% ▲ Add 3 SEC ↗
16 Citadel Advisors 9.09K New $404,002 0.0% New 1 SEC ↗
17 Cetera Investment Advisers 6.51K +6.2% $289,050 0.0% ▲ Add 3 SEC ↗
18 Raymond James Financial Inc 5.57K -15.9% $247,564 0.0% ▼ Trim 3 SEC ↗
19 JPMorgan Chase 29 0.0% $1,287 0.0% Held 2 SEC ↗
20 Fidelity (FMR) 18 -30.8% $793 0.0% ▼ Trim 2 SEC ↗
21 Jones Financial Companies Lllp 7 New $310 0.0% New 1 SEC ↗
22 Wells Fargo & Company/Mn 1 $23 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

Citadel Advisors $404,002 0.0%
Jones Financial Companies Lllp $310 0.0%

Exited

UBS Group AG $1,065 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 49 holders, 2.58M shares, $112.82M 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