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Who owns SHMWhat SHM owns — n/a

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Institutional ownership of SHM from SEC Form 13F filings across 228 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

228

13F holders

$2.61B

value, 2026 filers

75.4%

of shares outstanding (54.9M sh)

23

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SHM's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/21.8M$1.04B0.1%29.9%+2.1%
2GOLDMAN SACHS GROUP INC5.4M$259.2M0.0%7.4%+4.8%
3WELLS FARGO & COMPANY/MN3.5M$167.8M0.0%4.8%-1.4%
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3.1M$150.8M0.1%4.3%+2.7%
5ENVESTNET ASSET MANAGEMENT INC2.4M$114.6M0.0%3.3%+26.1%
6Quent Capital, LLC2.3M$110.3M6.8%3.2%+6.4%
7MORGAN STANLEY2.0M$94.5M0.0%2.7%-14.5%
8PNC Financial Services Group, Inc.1.6M$79.1M0.0%2.3%-4.8%
9MERCER GLOBAL ADVISORS INC /ADV1.4M$67.9M0.1%1.9%-8.4%
10LPL Financial LLC1.2M$56.1M0.0%1.6%+31.7%
11COMMONWEALTH EQUITY SERVICES, LLC648,479$31.1M0.0%0.9%+3.8%
12Wealthcare Advisory Partners LLC593,505$28.5M0.5%0.8%-1.2%
13Gerber Kawasaki Wealth & Investment Management507,618$24.3M0.7%0.7%+9.9%
14UBS Group AG485,685$23.3M0.0%0.7%-0.8%
15JPMORGAN CHASE & CO361,054$17.3M0.0%0.5%+28.1%
16STIFEL FINANCIAL CORP327,015$15.7M0.0%0.4%-14.5%
17Betterment LLC291,079$13,9630.0%0.4%-5.0%
18RAYMOND JAMES FINANCIAL INC280,152$13.4M0.0%0.4%+0.9%
19AMERIPRISE FINANCIAL INC268,727$12.9M0.0%0.4%+5.7%
20SEI INVESTMENTS CO228,444$11.0M0.0%0.3%-3.5%
21Cetera Investment Advisers205,412$9.9M0.0%0.3%+19.6%
22TD PRIVATE CLIENT WEALTH LLC201,593$9.7M0.2%0.3%-6.8%
23Prime Capital Investment Advisors, LLC198,099$9.5M0.1%0.3%-5.0%
24TRUIST FINANCIAL CORP197,588$9.5M0.0%0.3%-1.7%
25Waverly Advisors, LLC197,418$9.5M0.1%0.3%+10.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.