目前共有 11 家機構持有 SHDG，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | US$1.5億 | 0.94% |
| Soundwatch Capital LLC | US$406.7萬 | 0.51% |
| Advisory Services Network, LLC | US$51.4萬 | 0.01% |
| Atria Investments, Inc | US$50.5萬 | 0.01% |
| Crestwood Advisors Group, LLC | US$34.2萬 | 0.01% |
| GTS SECURITIES LLC | US$33.9萬 | 0.01% |
| Navis Wealth Advisors, LLC | US$31.5萬 | 0.16% |
| RAYMOND JAMES FINANCIAL INC | US$25.2萬 | 0.00% |
| MAI Capital Management | US$9.2萬 | 0.00% |
| ROYAL BANK OF CANADA | US$2.5萬 | 0.00% |
| WELLS FARGO & COMPANY/MN | US$5283.0 | 0.00% |