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This page summarizes the SHYD 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 SHYD 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 SHYD Share Count |
|---|
| Dakota Wealth Management |
147,507 |
270,013 |
+122,506 |
+83.05% |
| RMR Wealth Builders |
23,049 |
29,169 |
+6,120 |
+26.55% |
| Willis Johnson & Associates Inc. |
104,972 |
110,433 |
+5,461 |
+5.20% |
| Wealthcare Advisory Partners LLC |
104,198 |
108,661 |
+4,463 |
+4.28% |
| Cambridge Investment Research Advisors Inc. |
28,038 |
28,524 |
+486 |
+1.73% |
| Occidental Asset Management LLC |
25,811 |
26,229 |
+418 |
+1.62% |
| Nations Financial Group Inc. IA ADV |
12,444 |
12,473 |
+29 |
+0.23% |
| Dynamic Advisor Solutions LLC |
44,877 |
44,959 |
+82 |
+0.18% |
| High Net Worth Advisory Group LLC |
102,079 |
102,089 |
+10 |
+0.01% |
| 13F Filers Reporting New Positions In SHYD |
|---|
| Mesirow Financial Investment Management Inc. |
0 |
10,400 |
+10,400 |
+100% |
| Mather Group LLC. |
0 |
4,996 |
+4,996 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
6,516 |
6,516 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
25 |
25 |
UNCH |
0.00% |
| Allen Capital Group LLC |
20,558 |
20,558 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
750 |
750 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
311 |
311 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
241 |
241 |
UNCH |
0.00% |
| American Capital Advisory LLC |
327 |
327 |
UNCH |
0.00% |
| 13F Filers Decreasing SHYD Share Count |
|---|
| Global Retirement Partners LLC |
1,991 |
1,302 |
-689 |
-34.61% |
| Hobart Private Capital LLC |
14,912 |
9,949 |
-4,963 |
-33.28% |
| Fragasso Group Inc. |
429,551 |
326,909 |
-102,642 |
-23.90% |
| Allworth Financial LP |
4,879 |
3,787 |
-1,092 |
-22.38% |
| Breakwater Capital Group |
85,059 |
77,088 |
-7,971 |
-9.37% |
| Naples Global Advisors LLC |
59,300 |
54,875 |
-4,425 |
-7.46% |
| Foster & Motley Inc. |
13,030 |
12,070 |
-960 |
-7.37% |
| McAdam LLC |
46,653 |
44,385 |
-2,268 |
-4.86% |
| Walkner Condon Financial Advisors LLC |
15,280 |
14,599 |
-681 |
-4.46% |
| Raymond James Financial Services Advisors Inc. |
101,770 |
98,442 |
-3,328 |
-3.27% |
| FC Advisory LLC |
11,916 |
11,701 |
-215 |
-1.80% |
| Commonwealth Equity Services LLC |
89,310 |
87,782 |
-1,528 |
-1.71% |
| Benjamin F. Edwards & Company Inc. |
2,012 |
2,002 |
-10 |
-0.50% |
| 13F Filers Exiting SHYD |
|---|
| Processus Wealth & Capital Management LLC |
12,570 |
0 |
-12,570 |
-100.00% |
| Revisor Wealth Management LLC |
18,264 |
0 |
-18,264 |
-100.00% |
| BCS Wealth Management |
9,416 |
0 |
-9,416 |
-100.00% |
| MBM Wealth Consultants LLC |
14,092 |
0 |
-14,092 |
-100.00% |
| Park Avenue Securities LLC |
20,210 |
0 |
-20,210 |
-100.00% |
See Summary: Institutional Holders of SHYD
See Details: Top 10 Hedge Funds Holding SHYD
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