Who Owns SHRY?
First Trust Bloomberg Shareholder Yield ETF — Institutional Ownership & 13F Holdings
$43.75
+0.00 (+0.00%)
Market Cap
$18.0M
Shares Outstanding
388,908
Institutional Holders
16
Total Inst. Value
$7.0M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
3
Closed Positions
5
Increased
5
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MANCHESTER FINANCIAL INCNew | $3.0M | 73,022 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 31,706 |
| 3 | FSB PREMIER WEALTH MANAGEMENT, INC. | $874K | 21,541 |
| 4 | GOLDMAN SACHS GROUP INC | $825K | 20,343 |
| 5 | Mariner, LLC | $313K | 7,720 |
| 6 | CITADEL ADVISORS LLC | $227K | 5,604 |
| 7 | Allworth Financial LP | $219K | 5,584 |
| 8 | OSAIC HOLDINGS, INC. | $92K | 2,271 |
| 9 | Geneos Wealth Management Inc. | $57K | 1,400 |
| 10 | NBC SECURITIES, INC.New | $37K | 928 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MANCHESTER FINANCIAL INCNew | +73K | $3.0M |
| FSB PREMIER WEALTH MANAGEMENT, INC. | +2 | $874K |
| OSAIC HOLDINGS, INC. | +2K | $92K |
| Geneos Wealth Management Inc. | +700 | $57K |
| NBC SECURITIES, INC.New | +928 | $37K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -10K | $1.3M |
| LPL Financial LLC | -8K | $3K |
| CITADEL ADVISORS LLC | -4K | $227K |
| Mariner, LLC | -907 | $313K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SHRY?
As of Q1 2025, 16 institutional investors report holding SHRY (First Trust Bloomberg Shareholder Yield ETF) in their 13F filings.
Which hedge fund owns the most SHRY?
The largest institutional holder of SHRY is MANCHESTER FINANCIAL INC with $3.0M in shares.
Are institutions buying or selling SHRY?
This quarter, 3 institutions opened new positions in SHRY and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.