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|
|
This page summarizes the SHY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether SHY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing SHY Share Count |
|---|
| Premier Path Wealth Partners LLC |
2,068 |
86,396 |
+84,328 |
+4077.76% |
| Eagle Strategies LLC |
5,979 |
29,367 |
+23,388 |
+391.17% |
| GenTrust LLC |
4,857 |
19,782 |
+14,925 |
+307.29% |
| PFG Investments LLC |
8,471 |
27,781 |
+19,310 |
+227.95% |
| OneAscent Financial Services LLC |
13,876 |
38,736 |
+24,860 |
+179.16% |
| Strategic Investment Advisors MI |
201,848 |
500,785 |
+298,937 |
+148.10% |
| Well Done LLC |
17,822 |
43,002 |
+25,180 |
+141.29% |
| FirstPurpose Wealth LLC |
9,873 |
21,458 |
+11,585 |
+117.34% |
| Barry Investment Advisors LLC |
5,110 |
11,074 |
+5,964 |
+116.71% |
| Ausdal Financial Partners Inc. |
34,749 |
73,227 |
+38,478 |
+110.73% |
| Summit Financial LLC |
2,789 |
5,792 |
+3,003 |
+107.67% |
| Hudson Capital Management LLC |
3,518 |
6,506 |
+2,988 |
+84.93% |
| Atticus Wealth Management LLC |
312 |
549 |
+237 |
+75.96% |
| Dakota Wealth Management |
129,857 |
204,805 |
+74,948 |
+57.72% |
| Allspring Global Investments Holdings LLC |
251,868 |
392,240 |
+140,372 |
+55.73% |
| Inscription Capital LLC |
6,382 |
9,559 |
+3,177 |
+49.78% |
| Strata Wealth Advisors LLC |
5,717 |
8,529 |
+2,812 |
+49.19% |
| Robinson Value Management Ltd. |
12,000 |
17,768 |
+5,768 |
+48.07% |
| Strategic Blueprint LLC |
15,459 |
22,791 |
+7,332 |
+47.43% |
| Aspire Private Capital LLC |
346 |
507 |
+161 |
+46.53% |
| Woodmont Investment Counsel LLC |
79,378 |
115,315 |
+35,937 |
+45.27% |
| Wealth Advisory Solutions LLC |
13,772 |
19,905 |
+6,133 |
+44.53% |
| Portside Wealth Group LLC |
32,407 |
46,428 |
+14,021 |
+43.27% |
| Keel Point LLC |
55,374 |
75,905 |
+20,531 |
+37.08% |
| Boltwood Capital Management |
37,435 |
49,955 |
+12,520 |
+33.44% |
| Signature Securities Group Corporation |
5,289 |
6,948 |
+1,659 |
+31.37% |
| NBT Bank N A NY |
26,473 |
34,660 |
+8,187 |
+30.93% |
| Insight Wealth Strategies LLC |
76,308 |
99,362 |
+23,054 |
+30.21% |
| Live Oak Private Wealth LLC |
5,075 |
6,534 |
+1,459 |
+28.75% |
| Stratos Wealth Partners LTD. |
30,105 |
37,964 |
+7,859 |
+26.11% |
| Sterling Manor Financial LLC |
50,713 |
61,959 |
+11,246 |
+22.18% |
| Midwest Heritage Bank FSB |
51,844 |
63,222 |
+11,378 |
+21.95% |
| Beacon Wealthcare LLC |
51,967 |
63,354 |
+11,387 |
+21.91% |
| Spence Asset Management |
5,562 |
6,708 |
+1,146 |
+20.60% |
| Sinecera Capital LLC |
8,047 |
9,630 |
+1,583 |
+19.67% |
| DMG Group LLC |
5,068 |
5,971 |
+903 |
+17.82% |
| Perennial Advisors LLC |
17,665 |
20,794 |
+3,129 |
+17.71% |
| Whitcomb & Hess Inc. |
19,155 |
22,251 |
+3,096 |
+16.16% |
| Park Avenue Securities LLC |
56,040 |
64,756 |
+8,716 |
+15.55% |
| Global Retirement Partners LLC |
29,393 |
33,930 |
+4,537 |
+15.44% |
| Financial Management Professionals Inc. |
11,100 |
12,794 |
+1,694 |
+15.26% |
| Kathleen S. Wright Associates Inc. |
10,707 |
12,186 |
+1,479 |
+13.81% |
| A. D. Beadell Investment Counsel Inc. |
4,099 |
4,625 |
+526 |
+12.83% |
| Cornerstone Wealth Group LLC |
3,587 |
4,019 |
+432 |
+12.04% |
| Stratos Wealth Advisors LLC |
16,101 |
18,030 |
+1,929 |
+11.98% |
| Atwood & Palmer Inc. |
431,776 |
482,174 |
+50,398 |
+11.67% |
| Wealthfront Advisers LLC |
1,296,499 |
1,443,945 |
+147,446 |
+11.37% |
| Priebe Wealth Holdings LLC |
7,027 |
7,752 |
+725 |
+10.32% |
| Vicus Capital |
9,685 |
10,625 |
+940 |
+9.71% |
| Atlas Private Wealth Management |
101,962 |
111,804 |
+9,842 |
+9.65% |
| Buttonwood Financial Advisors Inc. |
49,388 |
54,092 |
+4,704 |
+9.52% |
| Park Place Capital Corp |
9,875 |
10,806 |
+931 |
+9.43% |
| Catalyst Financial Partners LLC |
4,511 |
4,911 |
+400 |
+8.87% |
| Principle Wealth Partners LLC |
16,987 |
18,352 |
+1,365 |
+8.04% |
| Values First Advisors Inc. |
33,484 |
36,110 |
+2,626 |
+7.84% |
| ST Germain D J Co. Inc. |
247 |
264 |
+17 |
+6.88% |
| MBL Wealth LLC |
206,187 |
220,210 |
+14,023 |
+6.80% |
| Patriot Investment Management Inc. |
82,620 |
88,104 |
+5,484 |
+6.64% |
| Rooted Wealth Advisors Inc. |
16,455 |
17,540 |
+1,085 |
+6.59% |
| CX Institutional |
2,489 |
2,651 |
+162 |
+6.51% |
| Gemmer Asset Management LLC |
95,786 |
101,748 |
+5,962 |
+6.22% |
| Morris Financial Concepts Inc. |
68,617 |
72,610 |
+3,993 |
+5.82% |
| Arbor Trust Wealth Advisors LLC |
3,586 |
3,791 |
+205 |
+5.72% |
| RFG Advisory LLC |
33,101 |
34,980 |
+1,879 |
+5.68% |
| Willis Johnson & Associates Inc. |
284,245 |
299,942 |
+15,697 |
+5.52% |
| Oak Harbor Wealth Partners LLC |
3,778 |
3,982 |
+204 |
+5.40% |
| AdvisorNet Financial Inc |
113,851 |
119,457 |
+5,606 |
+4.92% |
| Massmutual Trust Co. FSB ADV |
9,408 |
9,854 |
+446 |
+4.74% |
| Fiduciary Alliance LLC |
2,707 |
2,828 |
+121 |
+4.47% |
| CWM LLC |
103,460 |
107,932 |
+4,472 |
+4.32% |
| Pure Financial Advisors Inc. |
77,051 |
80,169 |
+3,118 |
+4.05% |
| Arvest Investments Inc. |
89,840 |
93,400 |
+3,560 |
+3.96% |
| Capital Advisory Group Advisory Services LLC |
21,076 |
21,908 |
+832 |
+3.95% |
| Graybill Bartz & Assoc Ltd. |
95,562 |
98,853 |
+3,291 |
+3.44% |
| Shepherd Financial Partners LLC |
5,931 |
6,117 |
+186 |
+3.14% |
| Sunbelt Securities Inc. |
5,831 |
6,013 |
+182 |
+3.12% |
| CPR Investments Inc. |
51,328 |
52,879 |
+1,551 |
+3.02% |
| NorthCrest Asset Manangement LLC |
58,641 |
60,405 |
+1,764 |
+3.01% |
| Flagship Harbor Advisors LLC |
14,802 |
15,220 |
+418 |
+2.82% |
| Cahaba Wealth Management Inc. |
25,020 |
25,726 |
+706 |
+2.82% |
| Stolper Co |
7,625 |
7,837 |
+212 |
+2.78% |
| America First Investment Advisors LLC |
350,734 |
360,451 |
+9,717 |
+2.77% |
| Patten Group Inc. |
16,901 |
17,286 |
+385 |
+2.28% |
| Legacy Wealth Asset Management LLC |
17,467 |
17,861 |
+394 |
+2.26% |
| Ashton Thomas Private Wealth LLC |
44,094 |
45,092 |
+998 |
+2.26% |
| Modus Advisors LLC |
65,285 |
66,725 |
+1,440 |
+2.21% |
| Capasso Planning Partners LLC |
46,453 |
47,440 |
+987 |
+2.12% |
| Caldwell Sutter Capital Inc. |
3,928 |
4,011 |
+83 |
+2.11% |
| Westside Investment Management Inc. |
29,889 |
30,308 |
+419 |
+1.40% |
| Northwest Capital Management Inc |
7,486 |
7,584 |
+98 |
+1.31% |
| LifeGuide Financial Advisors LLC |
22,997 |
23,163 |
+166 |
+0.72% |
| First Hawaiian Bank |
5,228 |
5,265 |
+37 |
+0.71% |
| West Branch Capital LLC |
310 |
312 |
+2 |
+0.65% |
| Ameliora Wealth Management Ltd. |
62,908 |
63,312 |
+404 |
+0.64% |
| WFA Asset Management Corp |
467 |
470 |
+3 |
+0.64% |
| Roble Belko & Company Inc |
1,590 |
1,600 |
+10 |
+0.63% |
| Grimes & Company Inc. |
2,445 |
2,460 |
+15 |
+0.61% |
| Welch Group LLC |
12,195 |
12,267 |
+72 |
+0.59% |
| SOA Wealth Advisors LLC. |
1,917 |
1,928 |
+11 |
+0.57% |
| Compass Ion Advisors LLC |
9,618 |
9,667 |
+49 |
+0.51% |
| Towneley Capital Management Inc DE |
2,929 |
2,944 |
+15 |
+0.51% |
| Guidance Capital Inc. |
3,031 |
3,042 |
+11 |
+0.36% |
| Arkfeld Wealth Strategies L.L.C. |
5,242 |
5,260 |
+18 |
+0.34% |
| Zhang Financial LLC |
10,782 |
10,813 |
+31 |
+0.29% |
| Rockland Trust Co. |
11,261 |
11,290 |
+29 |
+0.26% |
| Wealthcare Capital Management LLC |
28,231 |
28,247 |
+16 |
+0.06% |
| Kovack Advisors Inc. |
7,743 |
7,748 |
+5 |
+0.06% |
| RMR Wealth Builders |
30,103 |
30,104 |
+1 |
+0.00% |
| 13F Filers Reporting New Positions In SHY |
|---|
| Fortune Financial Advisors LLC |
0 |
0 |
UNCH |
100% |
| Wiley BROS. Aintree Capital LLC |
0 |
18,223 |
+18,223 |
+100% |
| Wesbanco Bank Inc. |
0 |
53,828 |
+53,828 |
+100% |
| American National Bank & Trust Co. VA |
0 |
15,233 |
+15,233 |
+100% |
| Mcdonald Partners LLC |
0 |
4,156 |
+4,156 |
+100% |
| Northwest Investment Counselors LLC |
0 |
1,128 |
+1,128 |
+100% |
| Aspiriant LLC |
0 |
4,745 |
+4,745 |
+100% |
| Confluence Investment Management LLC |
0 |
313,351 |
+313,351 |
+100% |
| Mather Group LLC. |
0 |
475 |
+475 |
+100% |
| MV Capital Management Inc. |
0 |
19,356 |
+19,356 |
+100% |
| Ridgewood Investments LLC |
0 |
2,783 |
+2,783 |
+100% |
| Compton Wealth Advisory Group LLC |
0 |
21,602 |
+21,602 |
+100% |
| Criterion Capital Advisors LLC |
0 |
430 |
+430 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
438 |
+438 |
+100% |
| Morton Brown Family Wealth LLC |
0 |
34 |
+34 |
+100% |
| Tilia Fiduciary Partners Inc. |
0 |
4,516 |
+4,516 |
+100% |
| Confluence Wealth Services Inc. |
0 |
9,981 |
+9,981 |
+100% |
| Simplicity Wealth LLC |
0 |
712,598 |
+712,598 |
+100% |
| Kingswood Wealth Advisors LLC |
0 |
2,561 |
+2,561 |
+100% |
| Focus Financial Network Inc. |
0 |
100,238 |
+100,238 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
1,092 |
1,092 |
UNCH |
0.00% |
| OLD National Bancorp IN |
40,227 |
40,227 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
860 |
860 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
80 |
80 |
UNCH |
0.00% |
| Barrett & Company Inc. |
9,375 |
9,375 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
10,765 |
10,765 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,327 |
1,327 |
UNCH |
0.00% |
| Family Capital Trust Co |
68 |
68 |
UNCH |
0.00% |
| First Community Trust NA |
22,804 |
22,804 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
597 |
597 |
UNCH |
0.00% |
| Farmers Trust Co. |
7,200 |
7,200 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
11,690 |
11,690 |
UNCH |
0.00% |
| Bangor Savings Bank |
386 |
386 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
599 |
599 |
UNCH |
0.00% |
| Baker Ellis Asset Management LLC |
7,626 |
7,626 |
UNCH |
0.00% |
| Busey Wealth Management |
5,565 |
5,565 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
300 |
300 |
UNCH |
0.00% |
| E&G Advisors LP |
6,150 |
6,150 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
383 |
383 |
UNCH |
0.00% |
| S. R. Schill & Associates |
6,468 |
6,468 |
UNCH |
0.00% |
| Spectrum Asset Management Inc. NB CA |
3,000 |
3,000 |
UNCH |
0.00% |
| Trust Co |
5,840 |
5,840 |
UNCH |
0.00% |
| Pinnacle Bank |
143 |
143 |
UNCH |
0.00% |
| Brickley Wealth Management |
3,990 |
3,990 |
UNCH |
0.00% |
| Sawyer & Company Inc |
65 |
65 |
UNCH |
0.00% |
| Stephens Group Asset Management LLC |
3,572 |
3,572 |
UNCH |
0.00% |
| BlueDrive Global Investors LLP |
35,526 |
35,526 |
UNCH |
0.00% |
| Pflug Koory LLC |
91 |
91 |
UNCH |
0.00% |
| Cooper Financial Group |
13,971 |
13,971 |
UNCH |
0.00% |
| Enterprise Bank & Trust Co |
11,172 |
11,172 |
UNCH |
0.00% |
| Bremer Bank National Association |
4,208 |
4,208 |
UNCH |
0.00% |
| Arden Trust Co |
2,609 |
2,609 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
4,154 |
4,154 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
673 |
673 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
65 |
65 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
4,091 |
4,091 |
UNCH |
0.00% |
| Tempus Wealth Planning LLC |
2,963 |
2,963 |
UNCH |
0.00% |
| Capstone Triton Financial Group LLC |
2,635 |
2,635 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
92 |
92 |
UNCH |
0.00% |
| Sage Mountain Advisors LLC |
9,500 |
9,500 |
UNCH |
0.00% |
| GoalVest Advisory LLC |
86 |
86 |
UNCH |
0.00% |
| Bluesphere Advisors LLC |
11,793 |
11,793 |
UNCH |
0.00% |
| Purus Wealth Management LLC |
7,012 |
7,012 |
UNCH |
0.00% |
| Pacific Wealth Management |
98,623 |
98,623 |
UNCH |
0.00% |
| Fermata Advisors LLC |
6,906 |
6,906 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
7,969 |
7,969 |
UNCH |
0.00% |
| High Net Worth Advisory Group LLC |
3,000 |
3,000 |
UNCH |
0.00% |
| Greenspring Advisors LLC |
6,779 |
6,779 |
UNCH |
0.00% |
| Horizons Wealth Management |
3,983 |
3,983 |
UNCH |
0.00% |
| Stapp Wealth Management Pllc |
4,275 |
4,275 |
UNCH |
0.00% |
| Summa Corp. |
6,000 |
6,000 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
202 |
202 |
UNCH |
0.00% |
| 13F Filers Decreasing SHY Share Count |
|---|
| Little House Capital LLC |
85,942 |
3,898 |
-82,044 |
-95.46% |
| Advisor Resource Council |
57,808 |
3,102 |
-54,706 |
-94.63% |
| Brown Advisory Inc. |
36,253 |
2,977 |
-33,276 |
-91.79% |
| Miracle Mile Advisors LLC |
31,419 |
2,866 |
-28,553 |
-90.88% |
| Gradient Investments LLC |
691 |
68 |
-623 |
-90.16% |
| Atlas Capital Advisors LLC |
68,529 |
7,268 |
-61,261 |
-89.39% |
| Twele Capital Management Inc. |
30,330 |
5,598 |
-24,732 |
-81.54% |
| Private Ocean LLC |
143 |
31 |
-112 |
-78.32% |
| Hudson Valley Investment Advisors Inc. ADV |
177,502 |
40,514 |
-136,988 |
-77.18% |
| Cadent Capital Advisors LLC |
15,742 |
3,954 |
-11,788 |
-74.88% |
| Narus Financial Partners LLC |
9,070 |
2,450 |
-6,620 |
-72.99% |
| Sound Income Strategies LLC |
1,113 |
458 |
-655 |
-58.85% |
| New Century Financial Group LLC |
21,271 |
8,834 |
-12,437 |
-58.47% |
| Allen Capital Group LLC |
24,900 |
11,023 |
-13,877 |
-55.73% |
| Trivant Custom Portfolio Group LLC |
107 |
48 |
-59 |
-55.14% |
| Moisand Fitzgerald Tamayo LLC |
88 |
40 |
-48 |
-54.55% |
| Drive Wealth Management LLC |
23,428 |
10,668 |
-12,760 |
-54.46% |
| AlphaCentric Advisors LLC |
11,340 |
5,458 |
-5,882 |
-51.87% |
| Sollinda Capital Management LLC |
12,696 |
6,386 |
-6,310 |
-49.70% |
| Legacy Private Trust Co. |
9,422 |
5,080 |
-4,342 |
-46.08% |
| Wealth Enhancement Advisory Services LLC |
112,062 |
62,381 |
-49,681 |
-44.33% |
| Spire Wealth Management |
61,471 |
35,224 |
-26,247 |
-42.70% |
| Clarity Financial LLC |
920,542 |
545,179 |
-375,363 |
-40.78% |
| Banque Cantonale Vaudoise |
1,429 |
850 |
-579 |
-40.52% |
| TriaGen Wealth Management LLC |
25,205 |
15,831 |
-9,374 |
-37.19% |
| Advocacy Wealth Management Services LLC |
51,117 |
33,022 |
-18,095 |
-35.40% |
| Veracity Capital LLC |
50,499 |
32,687 |
-17,812 |
-35.27% |
| Venturi Wealth Management LLC |
1,462 |
954 |
-508 |
-34.75% |
| Raymond James Trust N.A. |
37,542 |
25,757 |
-11,785 |
-31.39% |
| Hexagon Capital Partners LLC |
5,627 |
3,897 |
-1,730 |
-30.74% |
| Deane Retirement Strategies Inc. |
2,396 |
1,672 |
-724 |
-30.22% |
| Lake Hills Wealth Management LLC |
190,476 |
136,956 |
-53,520 |
-28.10% |
| Bank of New Hampshire |
1,541 |
1,112 |
-429 |
-27.84% |
| International Assets Investment Management LLC |
17,682 |
12,832 |
-4,850 |
-27.43% |
| Mechanics Bank Trust Department |
6,942 |
5,165 |
-1,777 |
-25.60% |
| Cambridge Investment Research Advisors Inc. |
768,425 |
575,027 |
-193,398 |
-25.17% |
| 180 Wealth Advisors LLC |
9,389 |
7,112 |
-2,277 |
-24.25% |
| Nations Financial Group Inc. IA ADV |
15,213 |
11,594 |
-3,619 |
-23.79% |
| Evanson Asset Management LLC |
5,324 |
4,189 |
-1,135 |
-21.32% |
| Fidelity D & D Bancorp Inc. |
15,502 |
12,249 |
-3,253 |
-20.98% |
| Lowe Wealth Advisors LLC |
1,350 |
1,070 |
-280 |
-20.74% |
| Asset Dedication LLC |
2,444 |
1,967 |
-477 |
-19.52% |
| Verum Partners LLC |
26,116 |
21,080 |
-5,036 |
-19.28% |
| Falcon Wealth Planning |
8,341 |
6,763 |
-1,578 |
-18.92% |
| Fifth Third Securities Inc. |
26,707 |
21,701 |
-5,006 |
-18.74% |
| Park Edge Advisors LLC |
55,317 |
45,105 |
-10,212 |
-18.46% |
| Shira Ridge Wealth Management |
16,408 |
13,595 |
-2,813 |
-17.14% |
| Family Wealth Partners LLC |
39,029 |
32,410 |
-6,619 |
-16.96% |
| WJ Wealth Management LLC |
125,513 |
104,447 |
-21,066 |
-16.78% |
| Brookstone Capital Management |
236,575 |
200,545 |
-36,030 |
-15.23% |
| Chesley Taft & Associates LLC |
38,175 |
32,710 |
-5,465 |
-14.32% |
| Private Trust Co. NA |
8,176 |
7,028 |
-1,148 |
-14.04% |
| Dynamic Advisor Solutions LLC |
76,528 |
66,138 |
-10,390 |
-13.58% |
| Wealthcare Advisory Partners LLC |
252,781 |
219,261 |
-33,520 |
-13.26% |
| Salem Investment Counselors Inc. |
768 |
668 |
-100 |
-13.02% |
| West Paces Advisors Inc. |
34,712 |
30,279 |
-4,433 |
-12.77% |
| Pinnacle Wealth Management Group Inc. |
10,398 |
9,074 |
-1,324 |
-12.73% |
| EFG Asset Management Americas Corp. |
23,748 |
20,743 |
-3,005 |
-12.65% |
| Donaldson Capital Management LLC |
4,426 |
3,909 |
-517 |
-11.68% |
| Trilogy Capital Inc. |
5,440 |
4,813 |
-627 |
-11.53% |
| Allred Capital Management LLC |
11,822 |
10,530 |
-1,292 |
-10.93% |
| Simon Quick Advisors LLC |
10,973 |
9,800 |
-1,173 |
-10.69% |
| Charter Oak Capital Management LLC |
40,190 |
36,060 |
-4,130 |
-10.28% |
| Tyche Wealth Partners LLC |
2,936 |
2,646 |
-290 |
-9.88% |
| Summit Financial Group Inc. |
19,915 |
18,103 |
-1,812 |
-9.10% |
| Ndwm LLC |
16,707 |
15,419 |
-1,288 |
-7.71% |
| NBC Securities Inc. |
9,766 |
9,045 |
-721 |
-7.38% |
| Ritholtz Wealth Management |
97,210 |
90,193 |
-7,017 |
-7.22% |
| New Capital Management LP |
39,428 |
36,702 |
-2,726 |
-6.91% |
| Northeast Financial Group Inc. |
25,026 |
23,357 |
-1,669 |
-6.67% |
| Henrickson Nauta Wealth Advisors Inc. |
10,986 |
10,259 |
-727 |
-6.62% |
| Coastal Investment Advisors Inc. |
30,943 |
28,917 |
-2,026 |
-6.55% |
| Oliver Luxxe Assets LLC |
8,548 |
8,013 |
-535 |
-6.26% |
| Regions Financial Corp |
11,738 |
11,008 |
-730 |
-6.22% |
| Fifth Third Bancorp |
381,477 |
357,797 |
-23,680 |
-6.21% |
| Krilogy Financial LLC |
11,905 |
11,187 |
-718 |
-6.03% |
| Aua Capital Management LLC |
57,154 |
53,727 |
-3,427 |
-6.00% |
| DeDora Capital Inc. |
9,294 |
8,769 |
-525 |
-5.65% |
| Ironwood Wealth Management LLC. |
12,226 |
11,556 |
-670 |
-5.48% |
| Fortitude Family Office LLC |
552 |
522 |
-30 |
-5.43% |
| Strategic Financial Concepts LLC |
24,873 |
23,569 |
-1,304 |
-5.24% |
| APCM Wealth Management for Individuals |
1,291 |
1,227 |
-64 |
-4.96% |
| Channel Wealth LLC |
9,178 |
8,741 |
-437 |
-4.76% |
| First Financial Bank Trust Division |
6,502 |
6,201 |
-301 |
-4.63% |
| Noble Family Wealth LLC |
41,210 |
39,336 |
-1,874 |
-4.55% |
| Edge Wealth Management LLC |
385,891 |
368,490 |
-17,401 |
-4.51% |
| Roberts Wealth Advisors LLC |
10,765 |
10,296 |
-469 |
-4.36% |
| Archford Capital Strategies LLC |
32,626 |
31,203 |
-1,423 |
-4.36% |
| MinichMacGregor Wealth Management LLC |
48,215 |
46,143 |
-2,072 |
-4.30% |
| Procyon Private Wealth Partners LLC |
13,750 |
13,161 |
-589 |
-4.28% |
| Disciplined Investments LLC |
4,617 |
4,422 |
-195 |
-4.22% |
| TruWealth Advisors LLC |
7,731 |
7,412 |
-319 |
-4.13% |
| Bridge Advisory LLC |
10,591 |
10,158 |
-433 |
-4.09% |
| Howard Financial Services LTD. |
12,484 |
11,984 |
-500 |
-4.01% |
| Country Club Bank GFN |
71,376 |
68,576 |
-2,800 |
-3.92% |
| Symmetry Partners LLC |
72,529 |
69,712 |
-2,817 |
-3.88% |
| Optimum Investment Advisors |
3,511 |
3,378 |
-133 |
-3.79% |
| Raymond James Financial Services Advisors Inc. |
1,634,247 |
1,574,308 |
-59,939 |
-3.67% |
| Strategies Wealth Advisors LLC |
2,559 |
2,467 |
-92 |
-3.60% |
| Amarillo National Bank |
10,839 |
10,476 |
-363 |
-3.35% |
| Stordahl Capital Management Inc. |
9,709 |
9,392 |
-317 |
-3.27% |
| Single Point Partners LLC |
37,315 |
36,102 |
-1,213 |
-3.25% |
| Silverleafe Capital Partners LLC |
14,060 |
13,642 |
-418 |
-2.97% |
| Capital Asset Advisory Services LLC |
16,696 |
16,231 |
-465 |
-2.79% |
| Insight Financial Services |
617 |
600 |
-17 |
-2.76% |
| Southland Equity Partners LLC |
2,857 |
2,779 |
-78 |
-2.73% |
| Congress Wealth Management LLC DE |
19,838 |
19,302 |
-536 |
-2.70% |
| Moulton Wealth Management Inc. |
9,017 |
8,783 |
-234 |
-2.60% |
| Weaver Consulting Group |
5,596 |
5,453 |
-143 |
-2.56% |
| Capital Investment Advisors LLC |
13,611 |
13,301 |
-310 |
-2.28% |
| Phillips Financial Management LLC |
27,956 |
27,439 |
-517 |
-1.85% |
| Harbor Investment Advisory LLC |
40,281 |
39,554 |
-727 |
-1.80% |
| Valeo Financial Advisors LLC |
6,757 |
6,644 |
-113 |
-1.67% |
| Bfsg LLC |
8,222 |
8,085 |
-137 |
-1.67% |
| Alhambra Investment Partners LLC |
13,627 |
13,407 |
-220 |
-1.61% |
| Daymark Wealth Partners LLC |
5,236 |
5,161 |
-75 |
-1.43% |
| 4J Wealth Management LLC |
28,426 |
28,055 |
-371 |
-1.31% |
| Martin Capital Partners LLC |
50,943 |
50,289 |
-654 |
-1.28% |
| United Asset Strategies Inc. |
9,530 |
9,414 |
-116 |
-1.22% |
| Founders Financial Securities LLC |
3,205 |
3,166 |
-39 |
-1.22% |
| SignalPoint Asset Management LLC |
10,029 |
9,909 |
-120 |
-1.20% |
| Berger Financial Group Inc |
6,951 |
6,871 |
-80 |
-1.15% |
| Columbus Macro LLC |
3,392 |
3,354 |
-38 |
-1.12% |
| Apexium Financial LP |
13,816 |
13,679 |
-137 |
-0.99% |
| Leavell Investment Management Inc. |
71,248 |
70,610 |
-638 |
-0.90% |
| Tompkins Financial Corp |
58,141 |
57,634 |
-507 |
-0.87% |
| Apella Capital LLC |
65,045 |
64,515 |
-530 |
-0.81% |
| Raymond James & Associates |
2,792,956 |
2,770,940 |
-22,016 |
-0.79% |
| Chapin Davis Inc. |
9,475 |
9,425 |
-50 |
-0.53% |
| Edmonds Duncan Registered Investment Advisors LLC |
7,280 |
7,242 |
-38 |
-0.52% |
| Carmichael Hill & Associates Inc. |
1,848 |
1,842 |
-6 |
-0.32% |
| TCP Asset Management LLC |
20,811 |
20,751 |
-60 |
-0.29% |
| Lake Street Financial LLC |
9,032 |
9,022 |
-10 |
-0.11% |
| Chemistry Wealth Management LLC |
18,122 |
18,109 |
-13 |
-0.07% |
| Sugarloaf Wealth Management LLC |
8,499 |
8,497 |
-2 |
-0.02% |
| 13F Filers Exiting SHY |
|---|
| Halpern Financial Inc. |
756 |
0 |
-756 |
-100.00% |
| Jessup Wealth Management Inc |
3,061 |
0 |
-3,061 |
-100.00% |
| Wallace Advisory Group LLC |
7,077 |
0 |
-7,077 |
-100.00% |
| Worth Asset Management LLC |
121,204 |
0 |
-121,204 |
-100.00% |
| Consilio Wealth Advisors LLC |
18,550 |
0 |
-18,550 |
-100.00% |
| Win Advisors Inc. |
129,956 |
0 |
-129,956 |
-100.00% |
| Independent Wealth Network Inc. |
25,187 |
0 |
-25,187 |
-100.00% |
| True Link Financial Advisors LLC |
21,110 |
0 |
-21,110 |
-100.00% |
| Iron Horse Wealth Management LLC |
127 |
0 |
-127 |
-100.00% |
| Tennessee Valley Asset Management Partners |
147 |
0 |
-147 |
-100.00% |
| Client First Capital LLC |
259,505 |
0 |
-259,505 |
-100.00% |
| Walkner Condon Financial Advisors LLC |
5,360 |
0 |
-5,360 |
-100.00% |
| Rosenberg Matthew Hamilton |
5 |
0 |
-5 |
-100.00% |
| AWM Capital LLC |
2,685 |
0 |
-2,685 |
-100.00% |
| Apeiron RIA LLC |
2,816 |
0 |
-2,816 |
-100.00% |
| Tsfg LLC |
66 |
0 |
-66 |
-100.00% |
| Sunburst Financial Group LLC |
2,965 |
0 |
-2,965 |
-100.00% |
| Occidental Asset Management LLC |
3,793 |
0 |
-3,793 |
-100.00% |
| Fulcrum Equity Management |
5,751 |
0 |
-5,751 |
-100.00% |
| Solstein Capital LLC |
2,797 |
0 |
-2,797 |
-100.00% |
| SMI Advisory Services LLC |
273,946 |
0 |
-273,946 |
-100.00% |
| Riverview Trust Co |
6,857 |
0 |
-6,857 |
-100.00% |
| Raub Brock Capital Management LP |
23,605 |
0 |
-23,605 |
-100.00% |
| Smith Anglin Financial LLC |
4,183 |
0 |
-4,183 |
-100.00% |
| Sarasin & Partners LLP |
14,024 |
0 |
-14,024 |
-100.00% |
| BKD Wealth Advisors LLC |
5,291 |
0 |
-5,291 |
-100.00% |
| Financial Advisory Corp UT ADV |
30,951 |
0 |
-30,951 |
-100.00% |
| Appleton Partners Inc. MA |
3,521 |
0 |
-3,521 |
-100.00% |
| Baldwin Brothers Inc. MA |
79 |
0 |
-79 |
-100.00% |
See Summary: Institutional Holders of SHY
See Details: Top 10 Hedge Funds Holding SHY
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