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Institutions Holding SHM (395 holders)

395 institutions currently hold SHM, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
BANK OF AMERICA CORP /DE/$1.0B0.07%
GOLDMAN SACHS GROUP INC$246.6M0.03%
WELLS FARGO & COMPANY/MN$169.7M0.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$146.4M0.09%
MORGAN STANLEY$110.2M0.01%
Quent Capital, LLC$103.4M7.33%
ENVESTNET ASSET MANAGEMENT INC$90.6M0.02%
PNC FINANCIAL SERVICES GROUP, INC.$82.8M0.05%
MERCER GLOBAL ADVISORS INC /ADV$73.9M0.11%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$67.9M0.42%
CX Institutional$53.2M1.62%
LPL Financial LLC$42.5M0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$35.6M0.52%
Financial Engines Advisors L.L.C.$32.0M0.06%
COMMONWEALTH EQUITY SERVICES, LLC$29.9M0.04%
Wealthcare Advisory Partners LLC$28.7M0.56%
UBS Group AG$23.4M0.00%
Alaska Wealth Advisors, LLC$22.3M2.68%
Gerber Kawasaki Wealth & Investment Management$22.1M0.70%
STIFEL FINANCIAL CORP$18.3M0.02%
Betterment LLC$14.7M0.03%
JPMORGAN CHASE & CO$13.5M0.00%
RAYMOND JAMES FINANCIAL INC$13.3M0.00%
JANE STREET GROUP, LLC$13.2M0.00%
AMERIPRISE FINANCIAL INC$12.2M0.00%
UMB Bank, n.a.$11.6M0.16%
SEI INVESTMENTS CO$11.3M0.01%
TD PRIVATE CLIENT WEALTH LLC$10.4M0.21%
Prime Capital Investment Advisors, LLC$10.0M0.12%
Cercano Management LLC$9.9M0.43%
TRUIST FINANCIAL CORP$9.6M0.01%
Allworth Financial LP$9.2M0.04%
Symmetry Partners, LLC$9.0M0.51%
BlackRock, Inc.$8.6M0.00%
Waverly Advisors, LLC$8.6M0.06%
TruNorth Capital Management, LLC$8.5M1.62%
Cetera Investment Advisers$8.2M0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$8.1M0.14%
Beacon Pointe Advisors, LLC$7.4M0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.4M0.02%
TRUSTMARK BANK TRUST DEPARTMENT$7.1M0.46%
BENJAMIN EDWARDS INC$6.8M0.07%
MY Wealth Management Inc.$6.6M6.36%
Strategies Wealth Advisors, LLC$6.4M0.64%
GenTrust, LLC$6.2M0.27%
Farther Finance Advisors, LLC$6.0M0.06%
Foster Group, Inc.$5.8M0.17%
ROYAL BANK OF CANADA$5.6M0.00%
Independent Advisor Alliance$5.5M0.06%
Cerity Partners LLC$5.2M0.01%
McAdam, LLC$5.2M0.24%
OSAIC HOLDINGS, INC.$5.2M0.01%
Karpus Management, Inc.$5.1M0.16%
Cullen/Frost Bankers, Inc.$5.0M0.06%
Orion Porfolio Solutions, LLC$5.0M0.04%
Ackerman Capital Advisors, LLC$4.9M1.01%
Paulson Wealth Management Inc.$4.9M1.14%
Focus Partners Wealth$4.8M0.01%
AUA CAPITAL MANAGEMENT, LLC$4.8M2.46%
CHATHAM CAPITAL GROUP, INC.$4.6M0.67%
Precision Wealth Strategies, LLC$4.4M1.47%
BANK OF MONTREAL /CAN/$4.2M0.00%
Apella Capital, LLC$4.2M0.06%
ASSETMARK, INC$4.2M0.01%
Brio Consultants, LLC$4.1M0.50%
Bragg Financial Advisors, Inc$3.8M0.12%
Phillip James Consulting Co.$3.8M2.87%
CWM, LLC$3.8M0.01%
Rockefeller Capital Management L.P.$3.5M0.01%
Smithfield Trust Co$3.4M0.15%
Janney Montgomery Scott LLC$3.4M0.01%
Ameraudi Asset Management, Inc.$3.4M1.82%
JAMES INVESTMENT RESEARCH, INC.$3.3M0.38%
Crestwood Advisors Group, LLC$3.3M0.06%
GAMMA Investing LLC$3.2M0.15%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.2M0.00%
RW Investment Management LLC$3.1M0.30%
Ascent Group, LLC$3.0M0.11%
Creative Planning$3.0M0.00%
CONFLUENCE INVESTMENT MANAGEMENT LLC$2.9M0.05%
Kestra Advisory Services, LLC$2.8M0.01%
CITADEL ADVISORS LLC$2.7M0.00%
Tilson Financial Group, Inc.$2.7M0.81%
EAGLE GLOBAL ADVISORS LLC$2.7M0.10%
HighTower Advisors, LLC$2.6M0.00%
FIFTH THIRD BANCORP$2.6M0.00%
Detalus Advisors, LLC$2.5M0.58%
Focus Partners Advisor Solutions, LLC$2.5M0.02%
Columbia River Financial Group, LLC$2.5M1.42%
Horizon Family Wealth, Inc.$2.4M1.29%
OLD NATIONAL BANCORP /IN/$2.4M0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC$2.4M0.03%
Charles Schwab Trust Co$2.3M0.15%
Leisure Capital Management$2.3M0.80%
McNaughton Wealth Management, LLC$2.3M0.95%
Mariner, LLC$2.3M0.00%
DAVIDSON INVESTMENT ADVISORS$2.3M0.10%
Dynamic Advisor Solutions LLC$2.3M0.07%
Parkside Financial Bank & Trust$2.3M0.17%
ALTFEST L J & CO INC$2.2M0.24%
Clifford Group, LLC$2.2M1.72%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.2M0.00%
Regal Investment Advisors LLC$2.2M0.13%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$2.2M0.29%
SYKON CAPITAL LLC$2.2M0.72%
US BANCORP \DE\$2.1M0.00%
ST GERMAIN D J CO INC$2.1M0.08%
SteelPeak Wealth, LLC$2.0M0.06%
Boston Standard Wealth Management, LLC$2.0M0.33%
Chesley Taft & Associates LLC$2.0M0.08%
CAPTRUST FINANCIAL ADVISORS$1.9M0.00%
FORONJY FINANCIAL LLC$1.9M0.80%
LJI Wealth Management, LLC$1.9M0.31%
Elmwood Wealth Management, Inc.$1.9M0.53%
Equitable Holdings, Inc.$1.9M0.01%
BRANDYWINE OAK PRIVATE WEALTH LLC$1.9M0.16%
WEALTHCARE CAPITAL MANAGEMENT LLC$1.8M0.18%
Traveka Wealth, LLC$1.8M0.68%
Eagle Strategies LLC$1.8M0.21%
Blueprint Investment Partners LLC$1.7M0.18%
Blueprint Financial Advisors LLC$1.7M0.26%
Sanctuary Advisors, LLC$1.7M0.01%
HANCOCK WHITNEY CORP$1.7M0.03%
Merit Financial Group, LLC$1.7M0.01%
OpenArc Corporate Advisory, LLC$1.7M0.02%
Sage Mountain Advisors LLC$1.7M0.12%
Ashton Thomas Private Wealth, LLC$1.7M0.04%
Private Advisor Group, LLC$1.7M0.01%
Capital Advisors Wealth Management, LLC$1.6M0.22%
Concurrent Investment Advisors, LLC$1.6M0.02%
Cambridge Investment Research Advisors, Inc.$1.6M0.00%
Westside Investment Management, Inc.$1.6M0.24%
MML INVESTORS SERVICES, LLC$1.6M0.00%
FC Advisory LLC$1.5M0.45%
OLD MISSION CAPITAL LLC$1.5M0.02%
Grey Fox Wealth Advisors, LLC$1.5M0.29%
FLOW TRADERS U.S. LLC$1.5M0.05%
Hurlow Wealth Management Group, Inc.$1.5M0.35%
SIMON QUICK ADVISORS, LLC$1.4M0.07%
KWMG, LLC$1.4M0.12%
CITIGROUP INC$1.4M0.00%
Versant Capital Management, Inc$1.4M0.14%
RiverGlades Family Offices LLC$1.4M0.84%
Strategic Family Wealth Counselors, L.L.C.$1.4M0.37%
Integrated Wealth Concepts LLC$1.4M0.01%
Opal Wealth Advisors, LLC$1.4M0.31%
Aviance Capital Partners, LLC$1.4M0.16%
Wealth Enhancement Trust Services, Inc.$1.4M0.17%
VOISARD ASSET MANAGEMENT GROUP, INC.$1.4M0.29%
Aquire Wealth Advisors, LLC$1.4M0.36%
Institutions Holding SHM (395 holders) | AlphaSMO