Institutional shares held 10.5 Million
0 calls
0 puts
Total value of holdings $238M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in SHYD

Top Purchases

Q4 2025
Occidental Asset Management, LLC Shares Held: 27.3K ($622K)
Q4 2025
Breakwater Capital Group Shares Held: 57.8K ($1.32M)
Q4 2025
Qp Wealth Management, LLC Shares Held: 14.6K ($333K)
Q4 2025
Signet Financial Management, LLC Shares Held: 10.8K ($247K)
Q3 2025
Mercer Global Advisors Inc Shares Held: 1.66M ($37.9M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 115K ($2.62M)
Q4 2025
Fragasso Group Inc. Shares Held: 269K ($6.14M)
Q4 2025
Innova Wealth Partners Shares Held: 11.3K ($257K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 42.2K ($961K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 197K ($4.48M)

About SHYD

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