% of shares outstanding is not shown for SHY: 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.
Crowding percentile withheld — no market cap for SHY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 22,530,44322.5M | $1.9B | — | TRIM -15% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 19,190,88619.2M | $1.6B | — | ADD 7% |
| 3 | BANK OF AMERICA CORP /DE/ | 15,649,53215.6M | $1.3B | — | ADD 28% |
| 4 | JPMORGAN CHASE & CO | 12,507,30412.5M | $1.0B | — | ADD 18% |
| 5 | BlackRock, Inc. | 11,690,65511.7M | $965M | — | TRIM -14% |
| 6 | AMERIPRISE FINANCIAL INC | 6,404,9246.4M | $529M | — | ADD 34% |
| 7 | LPL Financial LLC | 5,873,2495.9M | $485M | — | TRIM -7% |
| 8 | WELLS FARGO & COMPANY/MN | 5,714,8535.7M | $472M | — | ADD 10% |
| 9 | Bank of New York Mellon Corp | 5,713,7365.7M | $472M | — | ADD 3% |
| 10 | UBS Group AG | 4,824,3104.8M | $398M | — | — |
| 11 | RAYMOND JAMES FINANCIAL INC | 4,578,6044.6M | $378M | — | ADD 8% |
| 12 | FMR LLC | 4,078,8174.1M | $337M | — | ADD 349% |
| 13 | BANK OF MONTREAL /CAN/ | 3,667,7733.7M | $303M | — | ADD 10% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 3,589,9973.6M | $296M | — | ADD 3% |
| 15 | ROYAL BANK OF CANADA | 3,515,6523.5M | $290M | — | — |
| 16 | ASSETMARK, INC | 3,175,6803.2M | $262M | — | ADD 46% |
| 17 | PINEBRIDGE INVESTMENTS ASIA LTD | 2,737,0002.7M | $226M | — | TRIM -16% |
| 18 | Cerity Partners LLC | 2,503,6412.5M | $207M | — | TRIM -6% |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 2,428,7402.4M | $201M | — | ADD 18% |
| 20 | TRUIST FINANCIAL CORP | 2,303,3772.3M | $190M | — | — |
| 21 | STIFEL FINANCIAL CORP | 1,505,9221.5M | $124M | — | ADD 9% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,481,5061.5M | $122M | — | ADD 15% |
| 23 | Focus Partners Wealth | 1,249,7771.2M | $103M | — | TRIM -5% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,222,3421.2M | $101M | — | — |
| 25 | Smithfield Trust Co | 1,116,6821.1M | $92M | — | — |
| 26 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,090,8791.1M | $90M | — | TRIM -51% |
| 27 | Steward Partners Investment Advisory, LLC | 1,073,0291.1M | $89M | — | TRIM -27% |
| 28 | McElhenny Sheffield Capital Management, LLC | 1,065,1471.1M | $88M | — | NEW |
| 29 | Wealthfront Advisers LLC | 1,014,7781.0M | $84M | — | ADD 36% |
| 30 | GenWealth Group, Inc. | 996,294996,294 | $82M | — | NEW |
| 31 | TFC Financial Management, Inc. | 990,689990,689 | $82M | — | ADD 6% |
| 32 | OSAIC HOLDINGS, INC. | 976,996976,996 | $81M | — | ADD 18% |
| 33 | Americana Partners, LLC | 954,683954,683 | $79M | — | ADD 11165% |
| 34 | Tanglewood Wealth Management, Inc. | 932,323932,323 | $77M | — | ADD 12543% |
| 35 | Lido Advisors, LLC | 929,810929,810 | $77M | — | ADD 7% |
| 36 | Transmarket Holdings LP | 924,845924,845 | $76M | — | ADD 89% |
| 37 | AIA Group Ltd | 890,071890,071 | $73M | — | ADD 19% |
| 38 | Bleakley Financial Group, LLC | 883,398883,398 | $73M | — | — |
| 39 | GOLDMAN SACHS GROUP INC | 882,245882,245 | $73M | — | TRIM -21% |
| 40 | CWA Asset Management Group, LLC | 877,639877,639 | $72M | — | ADD 2% |
| 41 | CITIGROUP INC | 834,633834,633 | $69M | — | TRIM -39% |
| 42 | TD PRIVATE CLIENT WEALTH LLC | 831,189831,189 | $69M | — | TRIM -9% |
| 43 | EVERGREEN CAPITAL MANAGEMENT LLC | 823,328823,328 | $68M | — | ADD 12% |
| 44 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 782,135782,135 | $65M | — | ADD 5% |
| 45 | Quent Capital, LLC | 772,073772,073 | $64M | — | ADD 20% |
| 46 | US BANCORP \DE\ | 765,280765,280 | $63M | — | — |
| 47 | GM Advisory Group, LLC | 757,390757,390 | $63M | — | ADD 2% |
| 48 | BARCLAYS PLC | 749,919749,919 | $62M | — | TRIM -62% |
| 49 | HighTower Advisors, LLC | 749,144749,144 | $62M | — | TRIM -15% |
| 50 | ATWOOD & PALMER INC | 717,219717,219 | $59M | — | ADD 3% |
| 51 | Amundi | 669,900669,900 | $55M | — | — |
| 52 | Mizuho Markets Cayman LP | 650,000650,000 | $54M | — | TRIM -56% |
| 53 | FIFTH THIRD BANCORP | 645,218645,218 | $53M | — | ADD 121% |
| 54 | Mesirow Financial Investment Management, Inc. | 641,570641,570 | $53M | — | ADD 260% |
| 55 | Cetera Investment Advisers | 613,460613,460 | $51M | — | ADD 6% |
| 56 | SCOPUS ASSET MANAGEMENT, L.P. | 605,726605,726 | $50M | — | — |
| 57 | Fisher Asset Management, LLC | 604,783604,783 | $50M | — | ADD 7% |
| 58 | MML INVESTORS SERVICES, LLC | 588,116588,116 | $49M | — | TRIM -22% |
| 59 | Pinnacle Financial Partners, Inc. | 575,105575,105 | $47M | — | TRIM -7% |
| 60 | GUGGENHEIM CAPITAL LLC | 573,020573,020 | $47M | — | TRIM -4% |
| 61 | America First Investment Advisors, LLC | 537,036537,036 | $44M | — | ADD 6% |
| 62 | Silicon Valley Capital Partners | 511,999511,999 | $42M | — | TRIM -4% |
| 63 | STEPHENS INC /AR/ | 503,696503,696 | $42M | — | ADD 4% |
| 64 | Modern Wealth Management, LLC | 469,791469,791 | $39M | — | ADD 8% |
| 65 | Private Advisor Group, LLC | 448,935448,935 | $37M | — | ADD 24% |
| 66 | Curi Capital, LLC | 436,635436,635 | $36M | — | — |
| 67 | M&T Bank Corp | 426,329426,329 | $35M | — | ADD 15% |
| 68 | Rockefeller Capital Management L.P. | 423,090423,090 | $35M | — | ADD 5% |
| 69 | Allspring Global Investments Holdings, LLC | 421,143421,143 | $35M | — | TRIM -6% |
| 70 | Dakota Wealth Management | 420,006420,006 | $35M | — | ADD 6% |
| 71 | Farther Finance Advisors, LLC | 415,585415,585 | $34M | — | ADD 30% |
| 72 | Advisors Preferred, LLC | 410,623410,623 | $34M | — | NEW |
| 73 | KEYBANK NATIONAL ASSOCIATION/OH | 409,537409,537 | $34M | — | ADD 13% |
| 74 | CX Institutional | 408,854408,854 | $34M | — | — |
| 75 | ZACKS INVESTMENT MANAGEMENT | 399,079399,079 | $33M | — | ADD 10% |
| 76 | ANCHOR CAPITAL ADVISORS LLC | 398,796398,796 | $33M | — | ADD 59% |
| 77 | Edge Wealth Management LLC | 390,457390,457 | $32M | — | — |
| 78 | SouthState Bank Corp | 387,632387,632 | $32M | — | TRIM -4% |
| 79 | Proficio Capital Partners LLC | 387,079387,079 | $32M | — | TRIM -36% |
| 80 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 441,671441,671 | $32M | — | TRIM -22% |
| 81 | Allianz SE | 365,401365,401 | $30M | — | ADD 4% |
| 82 | Corient Private Wealth LLC | 355,543355,543 | $29M | — | TRIM -51% |
| 83 | Mariner, LLC | 352,696352,696 | $29M | — | ADD 12% |
| 84 | Advisory Services Network, LLC | 340,654340,654 | $28M | — | — |
| 85 | Fiduciary Group, LLC | 337,819337,819 | $28M | — | TRIM -2% |
| 86 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 334,883334,883 | $28M | — | ADD 2884% |
| 87 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 332,168332,168 | $27M | — | ADD 786% |
| 88 | Santa Clara Valley Transportation Authority | 329,537329,537 | $27M | — | — |
| 89 | ELEMENT POINTE ADVISORS, LLC | 326,561326,561 | $27M | — | TRIM -3% |
| 90 | FINANCIAL CONSULATE, INC | 323,277323,277 | $27M | — | NEW |
| 91 | Strategic Investment Advisors / MI | 321,540321,540 | $27M | — | ADD 82% |
| 92 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 319,290319,290 | $26M | — | ADD 5% |
| 93 | Innova Wealth Partners | 318,143318,143 | $26M | — | ADD 135% |
| 94 | Ashton Thomas Private Wealth, LLC | 312,333312,333 | $26M | — | ADD 21% |
| 95 | COMMONWEALTH EQUITY SERVICES, LLC | 309,586309,586 | $26M | — | ADD 7% |
| 96 | HERITAGE OAK WEALTH ADVISORS LLC | 309,201309,201 | $26M | — | NEW |
| 97 | DRW Securities, LLC | 304,727304,727 | $25M | — | ADD 204% |
| 98 | Sigma Planning Corp | 303,288303,288 | $25M | — | ADD 3% |
| 99 | ALLIANCEBERNSTEIN L.P. | 299,915299,915 | $25M | — | TRIM -26% |
| 100 | Cambridge Investment Research Advisors, Inc. | 300,715300,715 | $25M | — | — |
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.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 34.5M | 33.6M | 30.8M | 33.7M | 26.6M | 22.5M | $1.9B |
| CAPTRUST FINANCIAL ADVISORS | 9.2M | 10.2M | 10.7M | 17.0M | 18.0M | 19.2M | $1.6B |
| BANK OF AMERICA CORP /DE/ | 15.3M | 11.9M | 11.6M | 11.7M | 12.2M | 15.6M | $1.3B |
| JPMORGAN CHASE & CO | 11.5M | 11.4M | 10.9M | 20.3M | 10.6M | 12.5M | $1.0B |
| BlackRock, Inc. | 16.8M | 16.3M | 16.5M | 19.9M | 13.6M | 11.7M | $965M |
| AMERIPRISE FINANCIAL INC | 3.6M | 4.0M | 4.4M | 4.7M | 4.8M | 6.4M | $529M |
| LPL Financial LLC | 6.4M | 6.9M | 6.8M | 6.6M | 6.3M | 5.9M | $485M |
| WELLS FARGO & COMPANY/MN | 5.5M | 5.1M | 5.0M | 5.2M | 5.2M | 5.7M | $472M |
| Bank of New York Mellon Corp | 4.3M | 3.7M | 6.4M | 6.7M | 5.5M | 5.7M | $472M |
| UBS Group AG | 5.4M | 5.1M | 5.3M | 4.9M | 4.9M | 4.8M | $398M |
| RAYMOND JAMES FINANCIAL INC | 4.7M | 5.1M | 4.2M | 4.3M | 4.3M | 4.6M | $378M |
| FMR LLC | 67K | 8K | 1.4M | 1.4M | 909K | 4.1M | $337M |
| BANK OF MONTREAL /CAN/ | 5.2M | 3.7M | 3.5M | 3.4M | 3.3M | 3.7M | $303M |
| ENVESTNET ASSET MANAGEMENT INC | 4.7M | 4.3M | 4.3M | 4.0M | 3.5M | 3.6M | $296M |
| ROYAL BANK OF CANADA | 3.2M | 3.2M | 7.6M | 3.7M | 3.6M | 3.5M | $290M |
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.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +3,451,890 | $285M | ADD |
| FMR LLC | +3,169,398 | $262M | ADD |
| JPMORGAN CHASE & CO | +1,897,603 | $157M | ADD |
| AMERIPRISE FINANCIAL INC | +1,608,875 | $133M | ADD |
| CAPTRUST FINANCIAL ADVISORS | +1,226,127 | $101M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −4,115,838 | $340M | TRIM |
| BlackRock, Inc. | −1,922,861 | $159M | TRIM |
| MIZUHO MARKETS AMERICAS LLC | −1,683,067 | $139M | TRIM |
| BARCLAYS PLC | −1,215,983 | $100M | TRIM |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | −1,149,833 | $95M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,208 | 232,673,642 | — | $19.0B |
| 2025-Q4 | 1,202 | 223,341,666 | — | $18.3B |
| 2025-Q3 | 1,155 | 246,628,652 | — | $20.3B |
| 2025-Q2 | 1,181 | 231,249,388 | — | $19.0B |
| 2025-Q1 | 1,167 | 219,134,873 | — | $18.1B |
| 2024-Q4 | 1,170 | 227,510,361 | — | $18.6B |
| 2024-Q3 | 1,096 | 237,822,102 | — | $19.8B |
| 2024-Q2 | 1,085 | 234,712,513 | — | $19.2B |
| 2024-Q1 | 1,102 | 304,888,544 | — | $24.9B |
| 2023-Q4 | 1,116 | 294,681,400 | — | $24.2B |
| 2023-Q3 | 1,068 | 258,325,797 | — | $20.4B |
| 2023-Q2 | 1,084 | 252,500,589 | — | $20.5B |
| 2023-Q1 | 1,104 | 262,718,844 | — | $21.6B |
| 2022-Q4 | 1,107 | 255,845,783 | — | $20.7B |
| 2022-Q3 | 1,041 | 262,812,427 | — | $21.4B |
| 2022-Q2 | 995 | 238,312,113 | — | $19.7B |
| 2022-Q1 | 923 | 180,679,279 | — | $15.1B |
| 2021-Q4 | 914 | 177,132,256 | — | $15.1B |
| 2021-Q3 | 834 | 153,898,884 | — | $13.2B |
| 2021-Q2 | 837 | 149,060,916 | — | $12.8B |
| 2021-Q1 | 887 | 147,583,976 | — | $12.7B |
| 2020-Q4 | 902 | 138,291,113 | — | $11.9B |
| 2020-Q3 | 854 | 155,463,024 | — | $13.4B |
| 2020-Q2 | 846 | 164,330,911 | — | $14.2B |
| 2020-Q1 | 804 | 175,806,020 | — | $15.1B |
| 2019-Q4 | 764 | 126,588,420 | — | $10.7B |
| 2019-Q3 | 686 | 127,063,856 | — | $10.8B |
| 2019-Q2 | 679 | 129,240,042 | — | $11.1B |
| 2019-Q1 | 676 | 173,224,375 | — | $14.6B |
| 2018-Q4 | 656 | 180,163,954 | — | $15.1B |
| 2018-Q3 | 530 | 98,323,727 | — | $8.7B |
| 2018-Q2 | 534 | 94,199,102 | — | $7.8B |
| 2018-Q1 | 523 | 73,594,411 | — | $6.1B |
| 2017-Q4 | 518 | 66,370,034 | — | $5.6B |
| 2017-Q3 | 445 | 59,895,100 | — | $5.1B |
| 2017-Q2 | 434 | 59,847,632 | — | $5.1B |
| 2017-Q1 | 432 | 66,196,344 | — | $5.6B |
| 2016-Q4 | 433 | 71,373,102 | — | $6.0B |
| 2016-Q3 | 417 | 69,209,967 | — | $5.9B |
| 2016-Q2 | 408 | 63,666,278 | — | $5.4B |
| 2016-Q1 | 438 | 74,448,651 | — | $6.3B |
| 2015-Q4 | 416 | 76,997,389 | — | $6.5B |
| 2015-Q3 | 409 | 100,469,785 | — | $8.5B |
| 2015-Q2 | 374 | 55,897,645 | — | $4.7B |
| 2015-Q1 | 358 | 45,069,074 | — | $3.8B |
| 2014-Q4 | 362 | 44,130,944 | — | $3.7B |
| 2014-Q3 | 334 | 47,309,596 | — | $4.0B |
| 2014-Q2 | 336 | 42,143,590 | — | $3.6B |
| 2014-Q1 | 342 | 42,746,175 | — | $3.6B |
| 2013-Q4 | 341 | 47,147,854 | — | $4.0B |
| 2013-Q3 | 298 | 49,386,033 | — | $4.2B |
| 2013-Q2 | 303 | 48,101,501 | — | $4.1B |
| 2013-Q1 | 23 | 1,861,531 | — | $157M |
