SHYG Institutional Ownership
Who owns SHYG and what the big funds did with it last quarter, from every SEC 13F filing. 576 funds reported holding SHYG at Jun 30, 2026.
- ▲352 buying vs 187 selling
- ▲Shares held by funds +4.8%
- ▲Funds holding +15
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 576 | 561 | +2.7% |
| In funds' top 10 | 22 | 21 | +4.8% |
| 13F shares | 132M | 126M | +4.8% |
| Held by funds | – | – | – |
| New positions | 61 | 49 | +24.5% |
| Increased | 291 | 241 | +20.7% |
| Reduced | 140 | 189 | −25.9% |
| Sold out | 47 | 78 | −39.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SHYG
All superinvestors →
Who owns SHYG
share of fund held shares- Index and passive funds3.2%
- Active managers and hedge funds62.8%
- Banks and brokers33.6%
- Pensions, insurers and other0.5%
The top 10 holders own 57.3% of all SHYG shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
447 funds changed their position- UBS Group AGAdded+934K sh
- Assetmark, IncAdded+743K sh
- Loomis Sayles & Co L PSold out−395K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−326K sh
- Clearstead Advisors, LLCSold out−271K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Royal Bank of Canada | – | 15.2M | $644M | +485K |
| 2 | Morgan Stanley | – | 14.2M | $602M | +1.4M |
| 3 | Assetmark, Inc | – | 13.3M | $563M | +683K |
| 4 | Empower Advisory Group, LLC | – | 13.1M | $553M | +956K |
| 5 | Japan Science & Technology Agency | – | 4.5M | $189M | 0 |
| 6 | BlackRock, Inc. | – | 4.2M | $179M | +8,191 |
| 7 | LPL Financial LLC | – | 3.4M | $144M | +325K |
| 8 | Wealthfront Advisers LLC | – | 2.7M | $114M | +750K |
| 9 | Nepc LLC | – | 2.6M | $112M | 0 |
| 10 | Bank of America Corp /de/ | – | 2.6M | $111M | +54K |
- Morgan Stanley+1.4M sh+$59M
- Empower Advisory Group, LLC+956K sh+$40.5M
- Wealthfront Advisers LLC+750K sh+$31.8M
- Assetmark, Inc+683K sh+$28.9M
- Capstone Investment Advisors, LLC+598K sh+$25.4M
- Royal Bank of Canada+485K sh+$20.6M
- Matthew Goff Investment Advisor, LLC+482K sh+$20.5M
- Wells Fargo & Company/mn+394K sh+$16.7M
- State of Tennessee, Department of Treasury−1.2M sh−$49.2M
- Betterment LLC−855K sh−$36.3M
- Commonwealth Equity Services, LLC−692K sh−$29.3M
- Ocean Park Asset Management, LLC−516K sh−$21.8M
- SHP Wealth Management−502K sh−$21.3M
- Whitford Management LLC−202K sh−$8.5M
- Motley Fool Wealth Management, LLC−180K sh−$7.6M
- OneDigital Investment Advisors LLC−140K sh−$5.9M
SHYG institutional ownership FAQ
Who owns the most SHYG stock?
In Q2 2026 13F filings the largest holder of SHYG was Royal Bank of Canada, followed by Morgan Stanley and Assetmark, Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of SHYG is owned by institutions?
576 funds reported holding 132M SHYG shares at Jun 30, 2026.
Are hedge funds buying SHYG?
In Q2 2026, 352 funds bought SHYG (61 of them new positions) and 187 sold (47 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for SHYG is strongly bullish.
What is SHYG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SHYG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.