Who owns First Trust Bloomberg Shareholder Yield ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SHRY from SEC Form 13F filings across 17 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.
As of the 2026-06-30 reporting period, 17 institutions disclosed 162,941 shares of First Trust Bloomberg Shareholder Yield ETF worth $7.0M — about 49.9% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$7.0M
value, 2026 filers
49.9%
of shares outstanding (162,941 sh)
4
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 SHRY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 71,488 | $3.1M | 0.0% | 21.9% | +0.8% |
| 2 | FSB PREMIER WEALTH MANAGEMENT, INC. | 21,473 | $917,656 | 0.3% | 6.6% | 0.0% |
| 3 | GOLDMAN SACHS GROUP INC | 19,223 | $821,503 | 0.0% | 5.9% | 0.0% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,295 | $482,696 | 0.0% | 3.5% | -76.8% |
| 5 | MANCHESTER FINANCIAL INC | 9,339 | $399,106 | 0.1% | 2.9% | -69.3% |
| 6 | Mariner, LLC | 7,343 | $313,802 | 0.0% | 2.2% | 0.0% |
| 7 | RFG Advisory, LLC | 5,866 | $250,698 | 0.0% | 1.8% | -27.2% |
| 8 | Allworth Financial LP | 5,584 | $238,635 | 0.0% | 1.7% | 0.0% |
| 9 | Integrated Wealth Concepts LLCNEW | 2,596 | $110,942 | 0.0% | 0.8% | new |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNEW | 2,114 | $91,143 | 0.0% | 0.6% | new |
| 11 | IFG Advisory, LLCNEW | 2,024 | $86,489 | 0.0% | 0.6% | new |
| 12 | HARBOUR INVESTMENTS, INC. | 1,449 | $61,924 | 0.0% | 0.4% | 0.0% |
| 13 | PRIVATE TRUST CO NA | 1,017 | $43,455 | 0.0% | 0.3% | 0.0% |
| 14 | UBS Group AG | 951 | $40,641 | 0.0% | 0.3% | -16.2% |
| 15 | LANARK FINANCIAL, INC. | 928 | $39,690 | 0.0% | 0.3% | 0.0% |
| 16 | Global Retirement Partners, LLCNEW | 250 | $10,684 | 0.0% | 0.1% | new |
| 17 | WELLS FARGO & COMPANY/MN | 1 | $38 | 0.0% | 0% | 0.0% |
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.