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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
2 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
150 filers reported a long position in SHYM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Orgel Wealth Management, LLC | $182.9M | 8.1M | New |
| LPL Financial LLC | $59.1M | 2.6M | +82% |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.7M | 1.3M | +3% |
| OSAIC HOLDINGS, INC. | $18.8M | 838.1K | +33.9% |
| ENVESTNET ASSET MANAGEMENT INC | $17.1M | 762.2K | +24.4% |
| JPMORGAN CHASE & CO | $9.3M | 415.6K | +8.6% |
| HighTower Advisors, LLC | $8.3M | 371.4K | +18.4% |
| Quotient Wealth Partners, LLC | $7.3M | 323.5K | +7.1% |
| Dynasty Wealth Management, LLC | $7.1M | 317.5K | +4.7% |
| Trust Co | $6.4M | 287K | -1.7% |
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