% of shares outstanding is not shown for SHYM: 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 SHYM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 351K | 511K | 736K | 836K | 935K | 1.4M | $32M |
| COMMONWEALTH EQUITY SERVICES, LLC | 917K | 1.2M | 1.3M | 1.2M | 588K | 1.3M | $28M |
| OSAIC HOLDINGS, INC. | 170K | 427K | 355K | 505K | 509K | 626K | $14M |
| ENVESTNET ASSET MANAGEMENT INC | 373K | 709K | 763K | 834K | 462K | 613K | $13M |
| JPMORGAN CHASE & CO | 379K | 347K | 321K | 747K | 357K | 383K | $8M |
| HighTower Advisors, LLC | 96K | 110K | 128K | 138K | 271K | 314K | $7M |
| Dynasty Wealth Management, LLC | 255K | 264K | 263K | 273K | 275K | 303K | $7M |
| Quotient Wealth Partners, LLC | 249K | 259K | 260K | 271K | 294K | 302K | $7M |
| Trust Co | 231K | 246K | 207K | 262K | 282K | 292K | $6M |
| IHT Wealth Management, LLC | 116K | 113K | 110K | 114K | 199K | 274K | $6M |
| Prentice Wealth Management LLC | 303K | 309K | 317K | 305K | 219K | 216K | $5M |
| Cambridge Investment Research Advisors, Inc. | 109K | 151K | 181K | 202K | 206K | 197K | $4M |
| MML INVESTORS SERVICES, LLC | 33K | 40K | 68K | 155K | 176K | 189K | $4M |
| FORTE ASSET MANAGEMENT LLC | 242K | 224K | 200K | 116K | 116K | 178K | $4M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | — | 297K | 262K | 217K | 210K | 177K | $4M |
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 | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +695,207 | $15M | ADD |
| LPL Financial LLC | +510,634 | $11M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +150,577 | $3M | ADD |
| OSAIC HOLDINGS, INC. | +116,407 | $3M | ADD |
| Vertex Planning Partners, LLC | +95,144 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Strategic Equity Management | −313,634 | $7M | CLOSE |
| MONEYWISE, INC. | −231,350 | $5M | CLOSE |
| Aspen Wealth Management LLC | −148,147 | $3M | TRIM |
| JANE STREET GROUP, LLC | −80,124 | $2M | TRIM |
| Diversify Advisory Services, LLC | −69,555 | $2M | CLOSE |
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 | 139 | 10,817,474 | — | $238M |
| 2025-Q4 | 135 | 9,270,096 | — | $206M |
| 2025-Q3 | 116 | 9,444,907 | — | $211M |
| 2025-Q2 | 106 | 8,797,703 | — | $196M |
| 2025-Q1 | 98 | 8,603,431 | — | $193M |
| 2024-Q4 | 91 | 5,700,436 | — | $129M |
| 2024-Q3 | 77 | 5,410,180 | — | $130M |
| 2024-Q2 | 57 | 3,174,265 | — | $72M |
| 2024-Q1 | 40 | 2,026,018 | — | $45M |
| 2023-Q4 | 35 | 2,696,122 | — | $60M |
| 2023-Q3 | 26 | 1,201,526 | — | $25M |
| 2023-Q2 | 26 | 1,188,212 | — | $26M |
| 2023-Q1 | 21 | 740,212 | — | $16M |
| 2022-Q4 | 23 | 646,280 | — | $14M |
| 2022-Q3 | 19 | 853,011 | — | $17M |
| 2022-Q2 | 15 | 718,890 | — | $16M |
| 2022-Q1 | 13 | 861,336 | — | $20M |
| 2021-Q4 | 8 | 850,555 | — | $22M |
| 2021-Q3 | 8 | 933,615 | — | $25M |
| 2021-Q2 | 4 | 951,966 | — | $25M |
| 2021-Q1 | 3 | 994,111 | — | $25M |
