Institutional shares held 9.66 Million
0 calls
0 puts
Total value of holdings $215M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in SHYD

Top Purchases

Q1 2025
Wright Fund Management, LLC Shares Held: 253K ($5.62M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 106K ($2.35M)
Q1 2025
New Square Capital LLC Shares Held: 27.2K ($604K)
Q1 2025
Capital Advisors Wealth Management, LLC Shares Held: 22.7K ($505K)
Q1 2025
Dakota Wealth Management Shares Held: 260K ($5.77M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.32M ($29.3M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 13.7K ($305K)
Q1 2025
Fragasso Group Inc. Shares Held: 199K ($4.43M)
Q1 2025
Rmr Wealth Builders Shares Held: 38.5K ($856K)
Q1 2025
Truist Financial Corp Shares Held: 152K ($3.38M)

About SHYD

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