SHLD

—

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$62.77

+0.74 (+1.19%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding SHLD · 2026-Q1 methodology → sources →

601 holders

FUNDGLOBAL X FDSA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

70,473,465

Reporting holders

601

% of shares outstanding is not shown for SHLD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register99.6%590 active filers

Index / screened out0.4%11 filers

Reporting holders6012026-Q1

Top-10 concentration52.8%

HHI0.0415

Effective holders24.1

Crowding percentile—

Crowding percentile withheld — no market cap for SHLD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 601 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	9,575,9959.6M	$678M	—	ADD 31%
2	LPL Financial LLC	4,971,1235.0M	$352M	—	ADD 36%
3	Harel Insurance Investments & Financial Services Ltd.	4,645,3654.6M	$329M	—	ADD 151%
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,044,2684.0M	$283M	—	ADD 46%
5	JPMORGAN CHASE & CO	3,765,2053.8M	$257M	—	ADD 51%
6	MORGAN STANLEY	3,561,1543.6M	$252M	—	ADD 33%
7	BANK OF MONTREAL /CAN/	2,778,0582.8M	$197M	—	ADD 1039%
8	Clal Insurance Enterprises Holdings Ltd	1,700,0001.7M	$120M	—	NEW
9	RAYMOND JAMES FINANCIAL INC	1,102,7621.1M	$78M	—	ADD 89%
10	ENVESTNET ASSET MANAGEMENT INC	1,043,8941.0M	$74M	—	ADD 60%
11	JANE STREET GROUP, LLC	1,002,8101.0M	$71M	—	ADD 1652%
12	OneDigital Investment Advisors LLC	982,367982,367	$70M	—	ADD 79%
13	Merit Financial Group, LLC	839,041839,041	$59M	—	ADD 41%
14	OSAIC HOLDINGS, INC.	821,520821,520	$58M	—	ADD 19%
15	ROYAL BANK OF CANADA	817,433817,433	$58M	—	ADD 50%
16	UBS Group AG	814,450814,450	$58M	—	ADD 138%
17	Global X Japan Co., Ltd.	780,717780,717	$55M	—	NEW
18	Sanctuary Advisors, LLC	770,947770,947	$55M	—	ADD 41%
19	Henshaw Capital LLC	762,000762,000	$54M	—	—
20	SOFI WEALTH, LLC	744,037744,037	$53M	—	TRIM -6%
21	Cetera Investment Advisers	654,029654,029	$46M	—	ADD 28%
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	639,965639,965	$45M	—	ADD 96%
23	STIFEL FINANCIAL CORP	578,738578,738	$41M	—	ADD 13%
24	Thrivent Financial for Lutherans	542,589542,589	$38M	—	TRIM -34%
25	Parkway Wealth Management Group, LLC	494,788494,788	$37M	—	TRIM -21%
26	Advocacy Wealth Management, LLC	469,614469,614	$33M	—	ADD 25%
27	AE Wealth Management LLC	455,015455,015	$32M	—	ADD 13%
28	Bensler, LLC	409,770409,770	$29M	—	ADD 23%
29	Ascent Group, LLC	343,515343,515	$24M	—	ADD 47%
30	MML INVESTORS SERVICES, LLC	314,089314,089	$22M	—	ADD 39%
31	Stratos Wealth Partners, LTD.	308,317308,317	$22M	—	ADD 128%
32	Cerity Partners LLC	301,998301,998	$21M	—	NEW
33	BENJAMIN EDWARDS INC	298,894298,894	$21M	—	TRIM -8%
34	CreativeOne Wealth, LLC	292,228292,228	$21M	—	ADD 51%
35	SUSQUEHANNA INTERNATIONAL GROUP, LLP	279,371279,371	$20M	—	ADD 436%
36	Portfolio Strategies, Inc.	277,726277,726	$20M	—	ADD 1840%
37	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	267,958267,958	$19M	—	ADD 61%
38	Goldstein Advisors, LLC	243,471243,471	$17M	—	ADD 50%
39	Cambridge Investment Research Advisors, Inc.	243,327243,327	$17M	—	ADD 35%
40	COMMONWEALTH EQUITY SERVICES, LLC	228,936228,936	$16M	—	ADD 30%
41	Shepherd Financial Partners LLC	228,543228,543	$16M	—	ADD 41%
42	Arax Advisory Partners	214,582214,582	$15M	—	ADD 180%
43	Triad Wealth Partners, LLC	214,036214,036	$15M	—	ADD 113%
44	Perigon Wealth Management, LLC	213,813213,813	$15M	—	ADD 98%
45	SCHRODER INVESTMENT MANAGEMENT GROUP	218,760218,760	$15M	—	NEW
46	Integrated Wealth Concepts LLC	210,149210,149	$15M	—	ADD 19%
47	Evolution Wealth Advisors, LLC	208,314208,314	$15M	—	—
48	Mirae Asset Global Investments Co., Ltd.	198,550198,550	$14M	—	TRIM -33%
49	Decker Wealth Management LLC	198,254198,254	$14M	—	ADD 15%
50	VALLEY WEALTH MANAGERS, INC.	193,621193,621	$14M	—	ADD 17%
51	PATTON ALBERTSON MILLER GROUP, LLC	192,626192,626	$14M	—	ADD 15%
52	CFS Investment Advisory Services, LLC	179,757179,757	$13M	—	ADD 67%
53	MGO ONE SEVEN LLC	174,906174,906	$12M	—	ADD 47%
54	PARK AVENUE SECURITIES LLC	169,874169,874	$12M	—	ADD 68%
55	Steward Partners Investment Advisory, LLC	168,338168,338	$12M	—	ADD 17%
56	West Wealth Group, LLC	160,155160,155	$11M	—	ADD 20%
57	Private Advisor Group, LLC	157,842157,842	$11M	—	ADD 37%
58	Tennessee Valley Asset Management Partners	152,623152,623	$11M	—	ADD 71%
59	POTENTIA WEALTH	152,343152,343	$11M	—	TRIM -7%
60	Horst & Graben Wealth Management LLC	154,953154,953	$10M	—	ADD 75%
61	Scarborough Advisors, LLC	145,442145,442	$10M	—	ADD 60%
62	Security Financial Services, INC.	139,546139,546	$10M	—	ADD 46%
63	Kelly Financial Services LLC	137,982137,982	$10M	—	ADD 36%
64	GOLDMAN SACHS GROUP INC	134,400134,400	$10M	—	ADD 3095%
65	Pettinga Financial Advisors LLC	131,187131,187	$9M	—	ADD 46%
66	Proficio Capital Partners LLC	129,742129,742	$9M	—	TRIM -14%
67	EWA, LLC	129,631129,631	$9M	—	ADD 67%
68	BECK CAPITAL MANAGEMENT, LLC	129,437129,437	$9M	—	—
69	Physician Wealth Advisors, Inc.	124,454124,454	$9M	—	ADD 50%
70	CONFLUENCE INVESTMENT MANAGEMENT LLC	123,276123,276	$9M	—	TRIM -6%
71	Strategic Blueprint, LLC	122,591122,591	$9M	—	ADD 49%
72	OAK FAMILY ADVISORS, LLC	119,159119,159	$8M	—	TRIM -10%
73	WJ Wealth Management, LLC	118,982118,982	$8M	—	ADD 5%
74	Riggs Asset Managment Co. Inc.	117,815117,815	$8M	—	TRIM -6%
75	EQ LLC	116,230116,230	$8M	—	ADD 8%
76	MA Private Wealth	115,684115,684	$8M	—	TRIM -4%
77	Stonebrook Private Inc.	115,281115,281	$8M	—	ADD 13%
78	CITADEL ADVISORS LLC	113,217113,217	$8M	—	NEW
79	Stokes Family Office, LLC	112,996112,996	$8M	—	ADD 28%
80	Dynasty Wealth Management, LLC	111,260111,260	$8M	—	ADD 7%
81	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	110,207110,207	$8M	—	—
82	PRUDENTIAL PLC	110,000110,000	$8M	—	NEW
83	One Wealth Advisors, LLC	108,097108,097	$8M	—	ADD 60%
84	Sterling Manor Financial, LLC	107,682107,682	$8M	—	TRIM -8%
85	Balyasny Asset Management L.P.	105,900105,900	$8M	—	NEW
86	Keystone Financial Group	105,426105,426	$7M	—	ADD 31%
87	Sharkey, Howes & Javer	103,102103,102	$7M	—	ADD 10%
88	BEACON FINANCIAL GROUP	102,549102,549	$7M	—	ADD 45%
89	Savvy Advisors, Inc.	101,573101,573	$7M	—	NEW
90	INDEPENDENT FINANCIAL GROUP, LLC	97,66897,668	$7M	—	ADD 25%
91	JONES FINANCIAL COMPANIES LLLP	98,00598,005	$7M	—	ADD 758%
92	Midwest Capital Advisors, LLC	96,12096,120	$7M	—	ADD 52%
93	CIBC WORLD MARKET INC.	94,49394,493	$7M	—	ADD 15%
94	KWB Wealth	102,177102,177	$7M	—	—
95	Phoenix Financial Ltd.	93,17793,177	$7M	—	TRIM -16%
96	Mariner, LLC	91,17491,174	$6M	—	ADD 44%
97	ONE Advisory Partners, LLC	91,02591,025	$6M	—	ADD 36%
98	VERUS CAPITAL PARTNERS, LLC	87,82987,829	$6M	—	ADD 3%
99	Vestmark Advisory Solutions, Inc.	87,30287,302	$6M	—	NEW
100	Farther Finance Advisors, LLC	83,60283,602	$6M	—	ADD 64%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 498 bought / 95 sold · net +24,230,408 shares · 21.0d of ADV

Bought498 filers

Shares: 26,786,863
Value: $1.9B
Opened: 141 · 4,799,662 sh
Days of ADV: 23.2d

Sold95 filers

Shares: 2,556,455
Value: $181M
Closed: 31 · 1,381,776 sh
Days of ADV: 2.2d

Net (all filers) +24,230,408 sh · $1.7B · 52.4% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

212K

2.0M

3.5M

6.3M

7.3M

9.6M

$678M

LPL Financial LLC

300K

1.2M

2.0M

3.2M

3.7M

5.0M

$352M

Harel Insurance Investments & Financial Services Ltd.

—

265

1.9M

4.6M

$329M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

71K

241K

1.1M

2.2M

2.8M

4.0M

$283M

JPMORGAN CHASE & CO

—

97K

292K

4.6M

2.5M

3.8M

$257M

MORGAN STANLEY

202K

761K

1.7M

2.3M

2.7M

3.6M

$252M

BANK OF MONTREAL /CAN/

—

595

160K

244K

2.8M

$197M

Clal Insurance Enterprises Holdings Ltd

—

1.7M

$120M

RAYMOND JAMES FINANCIAL INC

925K

976K

428K

494K

583K

1.1M

$78M

ENVESTNET ASSET MANAGEMENT INC

27K

65K

124K

563K

652K

1.0M

$74M

JANE STREET GROUP, LLC

339K

122K

320K

74K

57K

1.0M

$71M

OneDigital Investment Advisors LLC

—

503K

549K

982K

$70M

Merit Financial Group, LLC

147K

165K

79K

466K

594K

839K

$59M

OSAIC HOLDINGS, INC.

107K

177K

373K

597K

689K

822K

$58M

ROYAL BANK OF CANADA

114K

512K

1.4M

904K

545K

817K

$58M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	601	70,473,465	—	$5.0B
2025-Q4	491	46,243,057	—	$3.0B
2025-Q3	421	39,551,061	—	$2.8B
2025-Q2	252	20,215,145	—	$1.2B
2025-Q1	136	11,263,753	—	$524M
2024-Q4	110	7,932,367	—	$296M
2024-Q3	88	9,470,345	—

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding SHLD · 2026-Q1 methodology → sources →

601 holders

% of shares outstanding held

—

Shares held (13F)

70,473,465

Reporting holders

601

Active share of register99.6%590 active filers

Index / screened out0.4%11 filers

Reporting holders6012026-Q1

Top-10 concentration52.8%

HHI0.0415

Effective holders24.1

Crowding percentile—

Crowding percentile withheld — no market cap for SHLD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 601 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	9,575,9959.6M	$678M	—	ADD 31%
2	LPL Financial LLC	4,971,1235.0M	$352M	—	ADD 36%
3	Harel Insurance Investments & Financial Services Ltd.	4,645,3654.6M	$329M	—	ADD 151%
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	4,044,2684.0M	$283M	—	ADD 46%
5	JPMORGAN CHASE & CO	3,765,2053.8M	$257M	—	ADD 51%
6	MORGAN STANLEY	3,561,1543.6M	$252M	—	ADD 33%
7	BANK OF MONTREAL /CAN/	2,778,0582.8M	$197M	—	ADD 1039%
8	Clal Insurance Enterprises Holdings Ltd	1,700,0001.7M	$120M	—	NEW
9	RAYMOND JAMES FINANCIAL INC	1,102,7621.1M	$78M	—	ADD 89%
10	ENVESTNET ASSET MANAGEMENT INC	1,043,8941.0M	$74M	—	ADD 60%
11	JANE STREET GROUP, LLC	1,002,8101.0M	$71M	—	ADD 1652%
12	OneDigital Investment Advisors LLC	982,367982,367	$70M	—	ADD 79%
13	Merit Financial Group, LLC	839,041839,041	$59M	—	ADD 41%
14	OSAIC HOLDINGS, INC.	821,520821,520	$58M	—	ADD 19%
15	ROYAL BANK OF CANADA	817,433817,433	$58M	—	ADD 50%
16	UBS Group AG	814,450814,450	$58M	—	ADD 138%
17	Global X Japan Co., Ltd.	780,717780,717	$55M	—	NEW
18	Sanctuary Advisors, LLC	770,947770,947	$55M	—	ADD 41%
19	Henshaw Capital LLC	762,000762,000	$54M	—	—
20	SOFI WEALTH, LLC	744,037744,037	$53M	—	TRIM -6%
21	Cetera Investment Advisers	654,029654,029	$46M	—	ADD 28%
22	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	639,965639,965	$45M	—	ADD 96%
23	STIFEL FINANCIAL CORP	578,738578,738	$41M	—	ADD 13%
24	Thrivent Financial for Lutherans	542,589542,589	$38M	—	TRIM -34%
25	Parkway Wealth Management Group, LLC	494,788494,788	$37M	—	TRIM -21%
26	Advocacy Wealth Management, LLC	469,614469,614	$33M	—	ADD 25%
27	AE Wealth Management LLC	455,015455,015	$32M	—	ADD 13%
28	Bensler, LLC	409,770409,770	$29M	—	ADD 23%
29	Ascent Group, LLC	343,515343,515	$24M	—	ADD 47%
30	MML INVESTORS SERVICES, LLC	314,089314,089	$22M	—	ADD 39%
31	Stratos Wealth Partners, LTD.	308,317308,317	$22M	—	ADD 128%
32	Cerity Partners LLC	301,998301,998	$21M	—	NEW
33	BENJAMIN EDWARDS INC	298,894298,894	$21M	—	TRIM -8%
34	CreativeOne Wealth, LLC	292,228292,228	$21M	—	ADD 51%
35	SUSQUEHANNA INTERNATIONAL GROUP, LLP	279,371279,371	$20M	—	ADD 436%
36	Portfolio Strategies, Inc.	277,726277,726	$20M	—	ADD 1840%
37	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	267,958267,958	$19M	—	ADD 61%
38	Goldstein Advisors, LLC	243,471243,471	$17M	—	ADD 50%
39	Cambridge Investment Research Advisors, Inc.	243,327243,327	$17M	—	ADD 35%
40	COMMONWEALTH EQUITY SERVICES, LLC	228,936228,936	$16M	—	ADD 30%
41	Shepherd Financial Partners LLC	228,543228,543	$16M	—	ADD 41%
42	Arax Advisory Partners	214,582214,582	$15M	—	ADD 180%
43	Triad Wealth Partners, LLC	214,036214,036	$15M	—	ADD 113%
44	Perigon Wealth Management, LLC	213,813213,813	$15M	—	ADD 98%
45	SCHRODER INVESTMENT MANAGEMENT GROUP	218,760218,760	$15M	—	NEW
46	Integrated Wealth Concepts LLC	210,149210,149	$15M	—	ADD 19%
47	Evolution Wealth Advisors, LLC	208,314208,314	$15M	—	—
48	Mirae Asset Global Investments Co., Ltd.	198,550198,550	$14M	—	TRIM -33%
49	Decker Wealth Management LLC	198,254198,254	$14M	—	ADD 15%
50	VALLEY WEALTH MANAGERS, INC.	193,621193,621	$14M	—	ADD 17%
51	PATTON ALBERTSON MILLER GROUP, LLC	192,626192,626	$14M	—	ADD 15%
52	CFS Investment Advisory Services, LLC	179,757179,757	$13M	—	ADD 67%
53	MGO ONE SEVEN LLC	174,906174,906	$12M	—	ADD 47%
54	PARK AVENUE SECURITIES LLC	169,874169,874	$12M	—	ADD 68%
55	Steward Partners Investment Advisory, LLC	168,338168,338	$12M	—	ADD 17%
56	West Wealth Group, LLC	160,155160,155	$11M	—	ADD 20%
57	Private Advisor Group, LLC	157,842157,842	$11M	—	ADD 37%
58	Tennessee Valley Asset Management Partners	152,623152,623	$11M	—	ADD 71%
59	POTENTIA WEALTH	152,343152,343	$11M	—	TRIM -7%
60	Horst & Graben Wealth Management LLC	154,953154,953	$10M	—	ADD 75%
61	Scarborough Advisors, LLC	145,442145,442	$10M	—	ADD 60%
62	Security Financial Services, INC.	139,546139,546	$10M	—	ADD 46%
63	Kelly Financial Services LLC	137,982137,982	$10M	—	ADD 36%
64	GOLDMAN SACHS GROUP INC	134,400134,400	$10M	—	ADD 3095%
65	Pettinga Financial Advisors LLC	131,187131,187	$9M	—	ADD 46%
66	Proficio Capital Partners LLC	129,742129,742	$9M	—	TRIM -14%
67	EWA, LLC	129,631129,631	$9M	—	ADD 67%
68	BECK CAPITAL MANAGEMENT, LLC	129,437129,437	$9M	—	—
69	Physician Wealth Advisors, Inc.	124,454124,454	$9M	—	ADD 50%
70	CONFLUENCE INVESTMENT MANAGEMENT LLC	123,276123,276	$9M	—	TRIM -6%
71	Strategic Blueprint, LLC	122,591122,591	$9M	—	ADD 49%
72	OAK FAMILY ADVISORS, LLC	119,159119,159	$8M	—	TRIM -10%
73	WJ Wealth Management, LLC	118,982118,982	$8M	—	ADD 5%
74	Riggs Asset Managment Co. Inc.	117,815117,815	$8M	—	TRIM -6%
75	EQ LLC	116,230116,230	$8M	—	ADD 8%
76	MA Private Wealth	115,684115,684	$8M	—	TRIM -4%
77	Stonebrook Private Inc.	115,281115,281	$8M	—	ADD 13%
78	CITADEL ADVISORS LLC	113,217113,217	$8M	—	NEW
79	Stokes Family Office, LLC	112,996112,996	$8M	—	ADD 28%
80	Dynasty Wealth Management, LLC	111,260111,260	$8M	—	ADD 7%
81	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	110,207110,207	$8M	—	—
82	PRUDENTIAL PLC	110,000110,000	$8M	—	NEW
83	One Wealth Advisors, LLC	108,097108,097	$8M	—	ADD 60%
84	Sterling Manor Financial, LLC	107,682107,682	$8M	—	TRIM -8%
85	Balyasny Asset Management L.P.	105,900105,900	$8M	—	NEW
86	Keystone Financial Group	105,426105,426	$7M	—	ADD 31%
87	Sharkey, Howes & Javer	103,102103,102	$7M	—	ADD 10%
88	BEACON FINANCIAL GROUP	102,549102,549	$7M	—	ADD 45%
89	Savvy Advisors, Inc.	101,573101,573	$7M	—	NEW
90	INDEPENDENT FINANCIAL GROUP, LLC	97,66897,668	$7M	—	ADD 25%
91	JONES FINANCIAL COMPANIES LLLP	98,00598,005	$7M	—	ADD 758%
92	Midwest Capital Advisors, LLC	96,12096,120	$7M	—	ADD 52%
93	CIBC WORLD MARKET INC.	94,49394,493	$7M	—	ADD 15%
94	KWB Wealth	102,177102,177	$7M	—	—
95	Phoenix Financial Ltd.	93,17793,177	$7M	—	TRIM -16%
96	Mariner, LLC	91,17491,174	$6M	—	ADD 44%
97	ONE Advisory Partners, LLC	91,02591,025	$6M	—	ADD 36%
98	VERUS CAPITAL PARTNERS, LLC	87,82987,829	$6M	—	ADD 3%
99	Vestmark Advisory Solutions, Inc.	87,30287,302	$6M	—	NEW
100	Farther Finance Advisors, LLC	83,60283,602	$6M	—	ADD 64%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 498 bought / 95 sold · net +24,230,408 shares · 21.0d of ADV

Bought498 filers

Shares: 26,786,863
Value: $1.9B
Opened: 141 · 4,799,662 sh
Days of ADV: 23.2d

Sold95 filers

Shares: 2,556,455
Value: $181M
Closed: 31 · 1,381,776 sh
Days of ADV: 2.2d

Net (all filers) +24,230,408 sh · $1.7B · 52.4% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

212K

2.0M

3.5M

6.3M

7.3M

9.6M

$678M

LPL Financial LLC

300K

1.2M

2.0M

3.2M

3.7M

5.0M

$352M

Harel Insurance Investments & Financial Services Ltd.

—

265

1.9M

4.6M

$329M

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

71K

241K

1.1M

2.2M

2.8M

4.0M

$283M

JPMORGAN CHASE & CO

—

97K

292K

4.6M

2.5M

3.8M

$257M

MORGAN STANLEY

202K

761K

1.7M

2.3M

2.7M

3.6M

$252M

BANK OF MONTREAL /CAN/

—

595

160K

244K

2.8M

$197M

Clal Insurance Enterprises Holdings Ltd

—

1.7M

$120M

RAYMOND JAMES FINANCIAL INC

925K

976K

428K

494K

583K

1.1M

$78M

ENVESTNET ASSET MANAGEMENT INC

27K

65K

124K

563K

652K

1.0M

$74M

JANE STREET GROUP, LLC

339K

122K

320K

74K

57K

1.0M

$71M

OneDigital Investment Advisors LLC

—

503K

549K

982K

$70M

Merit Financial Group, LLC

147K

165K

79K

466K

594K

839K

$59M

OSAIC HOLDINGS, INC.

107K

177K

373K

597K

689K

822K

$58M

ROYAL BANK OF CANADA

114K

512K

1.4M

904K

545K

817K

$58M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	601	70,473,465	—	$5.0B
2025-Q4	491	46,243,057	—	$3.0B
2025-Q3	421	39,551,061	—	$2.8B
2025-Q2	252	20,215,145	—	$1.2B
2025-Q1	136	11,263,753	—	$524M
2024-Q4	110	7,932,367	—	$296M
2024-Q3	88	9,470,345	—

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Institutional ownership· 13F filers holding SHLD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding SHLD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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SHLD