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1,207 managers (1,226 13F filers) reported a position in SHY shares at 2026-03-31, 233,726,427 shares in all. 98 filers opened a position and 86 filers sold out during the quarter.

Managers
1,207
13F filers
1,226
New
98
Added
538
Reduced
401
Sold out
86
Shares held by filers
233,726,427

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WBH ADVISORY INC6,453$531K0.04%new13F-HRTimeline
Weaver Consulting Group6,427$531K0.13%-8013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,393$528K0.03%013F-HRTimeline
GTS SECURITIES LLC6,344$524K0.02%-71,64713F-HRTimeline
Raab & Moskowitz Asset Management LLC6,325$522K0.12%-7413F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC6,304$521K0.41%-8213F-HRTimeline
Pinnacle Wealth Management Group, Inc.6,281$519K0.25%-32113F-HRTimeline
Diversified Portfolios, Inc.6,271$518K0.04%+2613F-HRTimeline
Strategic Wealth Partners, Ltd.6,240$515K0.04%-3,03913F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC6,232$515K0.23%+2,25213F-HRTimeline
Montecito Bank & Trust6,223$514K0.08%013F-HRTimeline
Capital Asset Advisory Services LLC6,220$514K0.02%-7513F-HRTimeline
LARCH CAPITAL PARTNERS LLC6,197$512K0.07%new13F-HRTimeline
Live Oak Private Wealth LLC6,184$511K0.07%013F-HRTimeline
INGALLS & SNYDER LLC6,175$510K0.02%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,113$505K0.53%+1,22613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES6,091$503K0.19%013F-HRTimeline
Scharf Investments, LLC6,081$502K0.02%+1813F-HRTimeline
Global View Capital Management LLC5,931$490K0.13%-20113F-HRTimeline
PRIVATE TRUST CO NA5,896$487K0.04%-1,28813F-HRTimeline
Trust Co5,856$484K0.05%+1613F-HRTimeline
TCP Asset Management, LLC5,852$483K0.06%+213F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,852$483K0.02%+24813F-HRTimeline
HFG Wealth Management, LLC5,836$482K0.27%-22913F-HRTimeline
PCG Wealth Advisors, LLC5,808$480K0.12%-24713F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,794$478K0.04%+1,07513F-HRTimeline
Cherry Tree Wealth Management, LLC5,784$478K0.1%013F-HRTimeline
BARR E S & CO5,775$477K0.03%013F-HRTimeline
Magnus Financial Group LLC5,767$476K0.04%-23,85413F-HRTimeline
Impact Partnership Wealth, LLC5,761$476K0.06%+3113F-HRTimeline
Prime Capital Investment Advisors, LLC5,662$468K0.01%-64313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.5,653$467K0.05%+78013F-HRTimeline
Westfuller Advisors, LLC5,646$466K0.2%-5613F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,641$466K0.12%-12613F-HRTimelineGroup
Castleview Partners, LLC5,583$461K0.24%-85713F-HRTimeline
Fonville Wealth Management LLC5,550$458K0.09%-50313F-HRTimeline
Brickley Wealth Management5,507$455K0.08%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,495$454K<0.01%-65013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.5,488$453K0.18%-3113F-HRTimeline
KELLY FINANCIAL GROUP LLC5,415$447K0.11%-14213F-HRTimeline
Avidian Wealth Enterprises, LLC5,405$446K0.01%+1,21013F-HRTimeline
Noble Wealth Management PBC5,393$445K0.23%-1,27313F-HRTimeline
Omnia Family Wealth, LLC5,352$442K0.14%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,346$441K0.02%-29813F-HRTimeline
Alternative Investment Advisors, LLC.5,329$440K0.2%-51213F-HRTimeline
Willis Johnson & Associates, Inc.5,313$439K0.03%-4,76113F-HRTimeline
Two West Capital Advisors LLC5,303$437K0.23%+50113F-HRTimeline
Horizon Family Wealth, Inc.5,289$437K0.23%-67513F-HRTimeline
Dorsey & Whitney Trust CO LLC5,253$434K0.02%-1,78413F-HRTimeline
Icon Wealth Advisors, LLC5,211$429K0.03%+413F-HRTimeline
POSTROCK PARTNERS LLC5,192$429K0.2%013F-HRTimeline
North Star Investment Management Corp.5,169$427K0.03%-23013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,167$427K<0.01%-11613F-HRTimeline
Lester Murray Antman dba SimplyRich5,155$425K0.11%-42813F-HRTimeline
Chicago Partners Investment Group LLC5,149$425K0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…5,140$424K0.02%+1,91613F-HRTimeline
Twele Capital Management, Inc.5,093$421K0.07%-18813F-HRTimeline
Pekin Hardy Strauss, Inc.5,010$414K0.04%+1,34513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH5,000$413K0.13%013F-HRTimeline
DeDora Capital, Inc.4,994$412K0.1%-4913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,919$406K0.03%-4713F-HRTimeline
Inman Jager Wealth Management, LLC4,871$402K0.24%013F-HRTimeline
American Trust4,867$402K0.04%-16313F-HRTimeline
LEE DANNER & BASS INC4,865$402K0.03%-10013F-HRTimeline
Sanchez Gaunt Capital Management, LLC4,852$401K0.25%13F-HRTimeline
Capital Investment Counsel, LLC4,835$399K0.05%+54513F-HRTimeline
Stanley-Laman Group, Ltd.4,777$394K0.05%-1213F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…4,775$394K0.06%013F-HRTimelineGroup
Csenge Advisory Group4,766$394K0.02%+45013F-HRTimeline
Legacy Capital Wealth Partners, LLC4,745$392K0.08%013F-HRTimeline
Harbour Capital Advisors, LLC4,745$392K0.07%-2,02513F-HRTimeline
Clearwater Capital Advisors, LLC4,740$391K0.03%-1,33013F-HRTimeline
GFS Advisors, LLC4,714$389K0.05%+67013F-HR/ATimeline
PINNACLE ASSOCIATES LTD4,700$388K<0.01%-30513F-HRTimeline
Asset Management Group, Inc.4,699$388K0.06%+2113F-HRTimeline
TrueWealth Advisors, LLC4,686$387K0.1%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC4,658$385K0.18%+1513F-HRTimeline
Lifeworks Advisors, LLC4,643$383K0.05%-77613F-HRTimeline
White Pine Investment CO4,635$383K0.09%-1,68813F-HRTimeline
Resonant Capital Advisors, LLC4,635$383K0.02%013F-HRTimeline
Haven Private, LLC4,623$382K0.17%new13F-HRTimeline
Rollins Financial Advisors, LLC4,621$382K0.06%-1,26713F-HRTimeline
SHP Wealth Management4,605$380K0.03%+51713F-HRTimeline
Blue Trust, Inc.4,568$377K<0.01%-2,13713F-HRTimeline
BANQUE PICTET & CIE SA4,528$374K<0.01%013F-HRTimeline
Wellspring Financial Advisors, LLC141,522$373K0.03%-1,22713F-HRTimeline
Norris Financial Group, LLC4,482$370K0.12%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,453$368K0.01%+8513F-HRTimeline
Forum Private Client Group LLC4,441$367K0.12%-55413F-HRTimeline
Kesler, Norman & Wride, LLC4,434$366K0.06%+91413F-HRTimeline
Golden State Wealth Management, LLC4,428$366K0.04%+23013F-HRTimeline
Secure Asset Management, LLC4,421$365K0.06%-713F-HRTimeline
Rossby Financial, LCC4,424$364K0.08%+1,14913F-HRTimeline
Eagle Strategies LLC4,390$363K0.04%+2013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,352$359K0.01%013F-HRTimeline
Juno Financial Group LLC4,303$355K0.14%+2513F-HRTimeline
NOVEM GROUP4,301$355K0.04%-3613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC4,300$355K0.05%-2,09413F-HRTimeline
Gouws Capital LLC4,300$355K0.19%+1,30013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.4,287$354K0.25%+113F-HRTimeline
Cheviot Value Management, LLC4,251$351K0.04%-7613F-HRTimeline
NorthRock Partners, LLC4,243$350K0.01%+73313F-HRTimeline
Joseph P. Lucia & Associates, LLC4,230$349K0.12%+2513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC4,223$349K0.14%013F-HRTimeline
Clearstead Trust, LLC4,205$347K0.06%-61513F-HRTimeline
Quartz Partners, LLC4,191$346K0.13%-48413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,176$345K0.05%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,165$344K0.09%-22413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,165$344K0.14%-313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,150$343K0.13%-1,00013F-HRTimeline
Parvin Asset Management, LLC4,150$343K0.25%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,140$342K0.04%-63113F-HRTimelineGroup
International Private Wealth Advisors L…4,136$342K0.21%+54413F-HRTimeline
Avestar Capital, LLC4,124$341K0.02%-10113F-HRTimeline
Wernau Asset Management Inc.4,092$338K0.35%+10213F-HRTimeline
Independence Wealth Advisors, LLC4,092$338K0.18%-5113F-HRTimeline
Sovereign Financial Group, Inc.4,089$338K0.06%+2113F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,084$337K0.07%new13F-HRTimeline
CVA Family Office, LLC4,069$336K0.04%-1,55613F-HRTimeline
Core Wealth Partners LLC4,011$331K0.15%-3113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,997$330K0.02%-41813F-HRTimelineGroup
Cape Investment Advisory, Inc.3,994$330K0.11%-29413F-HRTimeline
WNY Asset Management, LLC3,981$329K0.03%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,935$325K<0.01%-15013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…3,914$323K<0.01%013F-HRTimelineGroup
Seed Wealth Management, Inc.3,895$322K0.22%+33013F-HRTimeline
SWP FINANCIAL LLC3,886$321K0.16%+40413F-HRTimeline
Tempus Wealth Planning, LLC3,880$320K0.07%-24313F-HRTimeline
Joel Isaacson & Co., LLC3,864$319K0.01%-1,61713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,862$319K0.12%+1513F-HR/ATimelineGroup
Whalen Wealth Management Inc.3,841$317K0.17%-85013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,830$316K0.02%-2713F-HRTimelineGroup
FAIRFIELD, BUSH & CO.3,800$314K0.17%013F-HRTimeline
Windward Private Wealth Management Inc.3,800$314K0.11%-71713F-HRTimeline
Tyche Wealth Partners LLC3,787$313K0.05%-1,74513F-HRTimeline
Roger Wittlin Investment Advisory, LLC3,746$309K0.25%+2113F-HRTimeline
Occidental Asset Management, LLC3,737$309K0.04%-7913F-HRTimeline
Columbia Bank3,714$307K0.09%+48813F-HRTimeline
WEALTH EFFECTS LLC3,697$305K0.11%+913F-HRTimeline
WHITTIER TRUST CO3,693$304K<0.01%-1,27713F-HRTimeline
AGH Wealth Advisors, LLC3,655$302K0.22%-17,13413F-HRTimeline
IPG Investment Advisors LLC3,649$301K0.05%-21613F-HRTimeline
Southeast Asset Advisors, LLC3,648$301K0.03%013F-HRTimeline
Veracity Capital LLC3,638$300K0.11%-8,43313F-HRTimeline
OAK ASSOCIATES LTD /OH/3,630$300K0.02%-5,97813F-HRTimeline
M. Kulyk & Associates, LLC3,619$299K0.06%013F-HRTimeline
TPG Advisors LLC3,607$298K0.19%013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC3,586$296K0.13%013F-HRTimeline
LCNB CORP3,565$294K0.1%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,564$294K0.1%-14413F-HRTimeline
CADINHA & CO LLC3,564$294K0.05%+713F-HRTimeline
Argent Trust Co3,557$294K0.01%+3013F-HRTimeline
IFC & Insurance Marketing, Inc.3,549$293K0.31%-1,15313F-HRTimeline
Elmwood Wealth Management, Inc.3,544$293K0.08%+66713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,538$292K0.04%new13F-HRTimeline
Range Financial Group LLC3,527$291K0.1%+64613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,492$288K0.02%+23013F-HRTimeline
Global Assets Advisory, LLC3,630$288K0.08%+41313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,493$288K0.02%-62813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,476$287K0.02%+1,48513F-HRTimeline
Trajan Wealth LLC3,471$287K0.01%+813F-HRTimeline
ETF Store, Inc.3,440$284K0.28%+4813F-HRTimeline
Beverly Hills Private Wealth, LLC3,439$284K0.05%-2,71313F-HRTimeline
Warwick Investment Management, Inc.3,419$282K0.04%new13F-HRTimeline
HANOVER ADVISORS INC3,418$282K0.11%013F-HRTimeline
Arkos Global Advisors3,407$281K0.04%013F-HRTimeline
Financial Solutions Advisory Group, Inc.3,400$281K0.04%13F-HRTimeline
BridgePort Financial Solutions, LLC3,361$278K0.08%new13F-HRTimeline
Waterloo Capital, L.P.3,342$276K0.02%-11,22713F-HRTimeline
American Institute for Advanced Investm…3,330$275K0.18%+5013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…3,326$275K0.07%-30313F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…3,325$275K0.12%-1,00513F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…3,296$272K0.04%-7813F-HRTimeline
VectorGlobal IAG, Inc.3,291$272K0.07%13F-HRTimeline
Sollinda Capital Management LLC3,286$271K0.07%013F-HRTimeline
Smith Thornton Advisors LLC3,281$271K0.14%-70713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…3,242$268K0.06%+12313F-HRTimeline
Signal Advisors Wealth, LLC3,239$267K0.02%new13F-HRTimeline
Powerhouse Assets LLC3,180$263K0.23%+213F-HRTimeline
Marble Harbor Investment Counsel, LLC3,172$262K0.03%013F-HRTimeline
Etesian Wealth Advisors, Inc.3,157$261K0.08%013F-HRTimeline
Darrow Company, Inc.3,152$260K0.12%+36513F-HRTimeline
Portside Wealth Group, LLC3,148$260K0.04%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,138$260K0.01%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,128$258K0.08%+1013F-HRTimeline
Beacon Financial Advisory LLC3,120$258K0.06%new13F-HRTimeline
Pathfinder Wealth Consulting, Inc.3,091$255K0.17%-2,39213F-HRTimeline
Roberts Wealth Advisors, LLC3,081$254K0.06%013F-HRTimeline
Cynosure Group, LLC3,066$253K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC3,066$253K0.03%013F-HRTimeline
1492 Capital Management LLC3,063$253K0.1%+54313F-HRTimeline
Autumn Glory Partners, LLC3,062$253K0.09%-13513F-HRTimeline
ESL Trust Services, LLC3,060$253K0.05%+31613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group3,057$252K0.03%013F-HRTimelineGroup
Wealthquest Corp3,054$252K0.02%013F-HR/ATimeline
Verum Partners LLC3,051$252K0.05%+1513F-HRTimeline
FCG Investment Co3,010$249K0.11%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,010$249K0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,000$248K0.02%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO3,000$248K0.17%new13F-HRTimeline