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Who owns SHYGWhat SHYG owns — n/a

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Institutional ownership of SHYG from SEC Form 13F filings across 299 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.

299

13F holders

$4.36B

value, 2026 filers

57.6%

of shares outstanding (104.0M sh)

37

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 SHYG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ROYAL BANK OF CANADA15.2M$644.5M0.1%8.4%+3.3%
2MORGAN STANLEY14.2M$602.3M0.0%7.9%+10.9%
3ASSETMARK, INC13.3M$562.6M1.0%7.3%+5.4%
4Empower Advisory Group, LLC13.1M$553.5M1.3%7.2%+7.9%
5BlackRock, Inc.4.2M$179.3M0.0%2.3%+0.2%
6LPL Financial LLC3.4M$143.5M0.0%1.9%+10.6%
7Wealthfront Advisers LLC2.7M$113.7M0.2%1.5%+38.8%
8BANK OF AMERICA CORP /DE/2.6M$111.3M0.0%1.5%+2.1%
9MERCER GLOBAL ADVISORS INC /ADV2.0M$86.3M0.1%1.1%+13.4%
10COMMONWEALTH EQUITY SERVICES, LLC1.9M$81.3M0.1%1.1%-26.5%
11ENVESTNET ASSET MANAGEMENT INC1.6M$67.7M0.0%0.9%-6.0%
12NOMURA ASSET MANAGEMENT CO LTD1.6M$66.7M0.1%0.9%-0.3%
13WELLS FARGO & COMPANY/MN1.5M$64.5M0.0%0.8%+35.0%
14Bank of New York Mellon Corp1.2M$50.0M0.0%0.7%+2.6%
15BNP PARIBAS ASSET MANAGEMENT Holding S.A.1.1M$45.7M0.0%0.6%0.0%
16Sound Income Strategies, LLC1.0M$43.2M1.9%0.6%+0.3%
17Cetera Investment Advisers990,960$42.0M0.0%0.5%+13.4%
18Allspring Global Investments Holdings, LLC879,237$37.3M0.1%0.5%-10.5%
19RAYMOND JAMES FINANCIAL INC837,457$35.5M0.0%0.5%+1.4%
20UBS Group AG761,939$32.3M0.0%0.4%+2.7%
21Mariner, LLC726,574$30.8M0.0%0.4%+4.0%
22SCOTIA CAPITAL INC.671,455$28.5M0.1%0.4%+15.8%
23Baker Avenue Asset Management, LP574,072$24.3M0.5%0.3%+4.9%
24Financial Gravity Companies, Inc.NEW560,230$23.8M3.9%0.3%new
25HighTower Advisors, LLC553,158$23.5M0.0%0.3%+0.7%

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.