Who Owns First Trust Bloomberg Shareholder Yield ETF (SHRY)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$3.000131810009044e+26T
% of Float Held
—
QoQ Change in Holders
+5 / -0
Price History
SHRY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT, INC. | New Position | +22K | +$904K |
| SILVER OAK SECURITIES, INCORPORATED | New Position | +9K | +$387K |
| PRIVATE TRUST CO NA | New Position | +1K | +$42K |
| Global Retirement Partners, LLC | New Position | +250 | +$0 |
| Kestra Advisory Services, LLC | New Position | +2K | +$0 |
| UBS Group AG | Increased | +576 | +$-15.1M |
| Mariner, LLC | Increased | +1 | +$-319.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +738 | +$-1.6B |
SHRY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -1K | -$3.3B |
| MANCHESTER FINANCIAL INC | Decreased | -2K | -$1.4B |
| HARBOUR INVESTMENTS, INC. | Decreased | -60 | -$27.2M |
| OSAIC HOLDINGS, INC. | Decreased | -68 | -$26.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 74,993 | $3.0M | 0.00% | Share |
| 2 | MANCHESTER FINANCIAL INC | 31,458 | $1.3M | 0.25% | Share |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,188 | $1.0M | 0.00% | Share |
| 4 | FSB PREMIER WEALTH MANAGEMENT, INC. | 21,579 | $904K | 0.29% | Share |
| 5 | SILVER OAK SECURITIES, INCORPORATED | 9,180 | $387K | 0.03% | Share |
| 6 | Allworth Financial LP | 5,584 | $234K | 0.00% | Share |
| 7 | PRIVATE TRUST CO NA | 1,017 | $42K | 0.00% | Share |
| 8 | UBS Group AG | 929 | $38K | 0.00% | Share |
| 9 | NBC SECURITIES, INC. | 928 | $38K | 0.00% | Share |
| 10 | HARBOUR INVESTMENTS, INC. | 574 | $24K | 0.00% | Share |
| 11 | Kestra Advisory Services, LLC | 2,293 | $0 | 0.00% | Share |
| 12 | Mariner, LLC | 7,449 | $0 | 0.00% | Share |
| 13 | Global Retirement Partners, LLC | 250 | $0 | 0.00% | Share |
| 14 | GOLDMAN SACHS GROUP INC | 20,343 | $0 | 0.00% | Share |
| 15 | OSAIC HOLDINGS, INC. | 541 | $0 | 0.00% | Share |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,484 | $0 | 0.00% | Share |
| 17 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
SHRY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $7.0M | +5 |
| Q3 2025 | 11 | $7.9B | -4 |
| Q2 2025 | 15 | $8.0B | -1 |
| Q1 2025 | 16 | $10.3B | -2 |
| Q4 2024 | 18 | $381.6B | +4 |
| Q3 2024 | 14 | $6.5T | -1 |
| Q2 2024 | 15 | $5.2T | +0 |
| Q1 2024 | 15 | $4.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold SHRY (First Trust Bloomberg Shareholder Yield ETF). The largest holder is LPL Financial LLC with $3.0M in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own SHRY?
As of Q4 2025, 17 institutional investors report holding SHRY (First Trust Bloomberg Shareholder Yield ETF) in their 13F filings.
Who is the largest institutional holder of SHRY?
The largest institutional holder of SHRY is LPL Financial LLC with $3.0M in shares.
Is institutional ownership of SHRY increasing or decreasing?
This quarter, 5 institutions opened new positions in SHRY and 0 closed their positions.