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Institutional Holders of SHYG

There is a long list of 495 institutional holders of SHYG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SHYG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SHYG table below, the initial column indicates the name of each top institutional holder of SHYG, with a link to that fund's top holdings. The next columns indicate the amount of SHYG stock held by each of the institutional holders of SHYG, followed by the SHYG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Royal Bank of Canada10,220,808$431,523 12/31/2023
     SHYG10,220,808$431,523 12/31/2023
Empower Advisory Group LLC7,234,089$305,423 12/31/2023
     SHYG7,234,089$305,423 12/31/2023
Japan Science & Technology Agency5,070,493$214,076 12/31/2023
     SHYG5,070,493$214,076 12/31/2023
Financial Gravity Asset Management Inc.4,861,729$205,262 12/31/2023
     SHYG4,861,729$205,262 12/31/2023
Bramshill Investments LLC4,799,257$202,625 12/31/2023
     SHYG4,799,257$202,625 12/31/2023
Envestnet Asset Management Inc.4,625,861$195,304 12/31/2023
     SHYG4,625,861$195,304 12/31/2023
Grimes & Company Inc.4,065,885$173,003 03/31/2024
     SHYG4,065,885$173,003 03/31/2024
BlackRock Inc.3,456,578$145,937 12/31/2023
     SHYG3,456,578$145,937 12/31/2023
Commonwealth Equity Services LLC3,056,988$129,066 12/31/2023
     SHYG3,056,988$129,066 12/31/2023
Assetmark Inc.2,059,721$86,961 12/31/2023
     SHYG2,059,721$86,961 12/31/2023
Wealthfront Advisers LLC1,948,768$82,920 03/31/2024
     SHYG1,948,768$82,920 03/31/2024
Townsquare Capital LLC1,848,241$78,033 12/31/2023
     SHYG1,848,241$78,033 12/31/2023
Morgan Stanley1,789,104$75,536 12/31/2023
     SHYG1,789,104$75,536 12/31/2023
Bank of New York Mellon Corp1,780,470$75,171 12/31/2023
     SHYG1,780,470$75,171 12/31/2023
Bank of America Corp DE1,599,694$67,539 12/31/2023
     SHYG1,599,694$67,539 12/31/2023
Wright Fund Managment LLC1,459,500$61,620 12/31/2023
     SHYG1,459,500$61,620 12/31/2023
LPL Financial LLC1,312,121$55,398 12/31/2023
     SHYG1,312,121$55,398 12/31/2023
Mercer Global Advisors Inc. ADV1,160,357$48,990 12/31/2023
     SHYG1,160,357$48,990 12/31/2023
Pathstone Holdings LLC1,157,725$48,879 12/31/2023
     SHYG1,157,725$48,879 12/31/2023
Wells Fargo & Company MN1,128,398$47,641 12/31/2023
     SHYG1,128,398$47,641 12/31/2023
RiverFront Investment Group LLC1,019,738$43,053 12/31/2023
     SHYG1,019,738$43,053 12/31/2023
Sound Income Strategies LLC1,004,810$42,755 03/31/2024
     SHYG1,004,810$42,755 03/31/2024
Advisor Group Holdings Inc.951,222$40,165 12/31/2023
     SHYG951,222$40,165 12/31/2023
Nepc LLC891,258$37,629 12/31/2023
     SHYG891,258$37,629 12/31/2023
Gallagher Fiduciary Advisors LLC820,726$34,651 12/31/2023
     SHYG820,726$34,651 12/31/2023
Advisors Capital Management LLC795,802$33,599 12/31/2023
     SHYG795,802$33,599 12/31/2023
Delphi Financial Group Inc.790,320$33,367 12/31/2023
     SHYG790,320$33,367 12/31/2023
UBS Group AG767,376$32,399 12/31/2023
     SHYG767,376$32,399 12/31/2023
HighTower Advisors LLC731,417$30,899 12/31/2023
     SHYG731,417$30,899 12/31/2023
Nomura Asset Management Co. Ltd.728,200$30,745 12/31/2023
     SHYG728,200$30,745 12/31/2023
Atria Investments LLC672,445$28,391 12/31/2023
     SHYG672,445$28,391 12/31/2023
Mariner LLC645,827$27,267 12/31/2023
     SHYG645,827$27,267 12/31/2023
Greystone Financial Group LLC629,876$26,801 03/31/2024
     SHYG629,876$26,801 03/31/2024
AE Wealth Management LLC589,597$25,040 12/31/2023
     SHYG589,597$25,040 12/31/2023
Raymond James Financial Services Advisors Inc.519,504$22,105 03/31/2024
     SHYG519,504$22,105 03/31/2024
Cetera Investment Advisers501,132$21,158 12/31/2023
     SHYG501,132$21,158 12/31/2023
Miracle Mile Advisors LLC485,829$20,672 03/31/2024
     SHYG485,829$20,672 03/31/2024
BNP Paribas Arbitrage SA479,371$20,239 12/31/2023
     SHYG479,371$20,239 12/31/2023
State of Wisconsin Investment Board472,000$19,928 12/31/2023
     SHYG472,000$19,928 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC468,097$19,763 12/31/2023
     SHYG468,097$19,763 12/31/2023
Motley Fool Wealth Management LLC443,416$18,717 12/31/2023
     SHYG443,416$18,717 12/31/2023
Truist Financial Corp435,339$18,380 12/31/2023
     SHYG435,339$18,380 12/31/2023
Baker Avenue Asset Management LP420,275$17,744 12/31/2023
     SHYG420,275$17,744 12/31/2023
Financial Advisory Partners LLC396,338$16,864 03/31/2024
     SHYG396,338$16,864 03/31/2024
Allspring Global Investments Holdings LLC395,500$16,829 03/31/2024
     SHYG395,500$16,829 03/31/2024
Creative Planning358,042$15,117 12/31/2023
     SHYG358,042$15,117 12/31/2023
Stifel Financial Corp349,202$14,744 12/31/2023
     SHYG349,202$14,744 12/31/2023
Matthew Goff Investment Advisor LLC332,547$14,150 03/31/2024
     SHYG332,547$14,150 03/31/2024
Capstone Investment Advisors LLC314,901$13,295 12/31/2023
     SHYG314,901$13,295 12/31/2023
Park Avenue Securities LLC312,344$13,290 03/31/2024
     SHYG312,344$13,290 03/31/2024

See All: Funds Holding SHYG
See Details: Top 10 Hedge Funds Holding SHYG
Also See: SHYG Holdings Changes

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