Institutional shares held 101 Million
0 calls
0 puts
Total value of holdings $11.1B
$0 calls
$0 puts
# of Institutions 782


Latest Institutional Activity in SHV

Top Purchases

Q3 2025
Nfp Retirement, Inc. Shares Held: 2.5M ($276M)
Q3 2025
Wells Fargo & Company Shares Held: 5.5M ($607M)
Q3 2025
Lpl Financial LLC Shares Held: 2.58M ($285M)
Q3 2025
Ubs Group Ag Shares Held: 2.15M ($238M)
Q3 2025
Wealthfront Advisers LLC Shares Held: 1.96M ($216M)

Top Sells

Q3 2025
Mariner, LLC Shares Held: 160K ($17.7M)
Q3 2025
Gallagher Fiduciary Advisors, LLC Shares Held: 4.35K ($479K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 1.51M ($166M)
Q3 2025
Hansen & Associates Financial Group, Inc. Shares Held: 529K ($58.3M)
Q3 2025
Banco Bilbao Vizcaya Argentaria, S.A. Shares Held: 1.25M ($137M)

About SHV

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