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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
9 filers reported a long position in SHDG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $156.4M | 4.8M | -3.4% |
| Soundwatch Capital LLC | $4.3M | 132.4K | Unchanged |
| OLD MISSION CAPITAL LLC | $602.4K | 18.4K | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $456K | 14K | New |
| Crestwood Advisors Group, LLC | $364K | 11.1K | Unchanged |
| RAYMOND JAMES FINANCIAL INC | $268.2K | 8.2K | Unchanged |
| Transcendent Capital Group LLC | $202.6K | 6.2K | New |
| ROYAL BANK OF CANADA | $26K | 808 | Unchanged |
| Integrated Wealth Concepts LLC | $13K | 397 | New |
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