Institutional shares held 9.91 Million
0 calls
0 puts
Total value of holdings $224M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in SHYD

Top Purchases

Q2 2025
Fragasso Group Inc. Shares Held: 325K ($7.33M)
Q2 2025
Dakota Wealth Management Shares Held: 285K ($6.44M)
Q2 2025
Moneywise, Inc. Shares Held: 19.4K ($438K)
Q2 2025
Richard P Slaughter Associates Inc Shares Held: 15.1K ($341K)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 11.5K ($260K)

Top Sells

Q2 2025
Breakwater Capital Group Shares Held: 50K ($1.13M)
Q2 2025
Truist Financial Corp Shares Held: 140K ($3.16M)
Q2 2025
Occidental Asset Management, LLC Shares Held: 23.4K ($527K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 33.1K ($746K)
Q2 2025
Naples Global Advisors, LLC Shares Held: 36.5K ($823K)

About SHYD

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