Institutional shares held 9.92 Million
0 calls
0 puts
Total value of holdings $223M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in SHYD

Top Purchases

Q2 2025
Fragasso Group Inc. Shares Held: 325K ($7.29M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 45.4K ($1.02M)
Q2 2025
Forefront Analytics, LLC Shares Held: 30.4K ($684K)
Q2 2025
Dakota Wealth Management Shares Held: 285K ($6.4M)
Q2 2025
Moneywise, Inc. Shares Held: 19.4K ($436K)

Top Sells

Q2 2025
Breakwater Capital Group Shares Held: 50K ($1.12M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 18.7K ($419K)
Q2 2025
Truist Financial Corp Shares Held: 140K ($3.14M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 10.5K ($235K)
Q2 2025
Occidental Asset Management, LLC Shares Held: 23.4K ($525K)

About SHYD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
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