11 institutions currently hold SHDG, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $152.3M | 0.94% |
| Soundwatch Capital LLC | $4.1M | 0.51% |
| Advisory Services Network, LLC | $514.3K | 0.01% |
| Atria Investments, Inc | $505.3K | 0.01% |
| Crestwood Advisors Group, LLC | $342.1K | 0.01% |
| GTS SECURITIES LLC | $339.2K | 0.01% |
| Navis Wealth Advisors, LLC | $315.0K | 0.16% |
| RAYMOND JAMES FINANCIAL INC | $252.1K | 0.00% |
| MAI Capital Management | $92.1K | 0.00% |
| ROYAL BANK OF CANADA | $25.0K | 0.00% |
| WELLS FARGO & COMPANY/MN | $5.3K | 0.00% |