Who owns SHRY?
First Trust Bloomberg Shareholder Yield ETF · First Trust
17 institutions reported holding SHRY, worth $7.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHRY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $3.1M | 71,488 | +546 shares |
| FSB Premier Wealth Management, Inc. | Waterloo, IA | $918K | 21,473 | +4 shares |
| Goldman Sachs Group Inc. | New York, NY | $822K | 19,223 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $483K | 11,295 | −37,494 shares |
| Manchester Financial Inc. | Westlake Village, CA | $399K | 9,339 | −21,047 shares |
| Mariner, LLC | Overland Park, KS | $314K | 7,343 | +1 shares |
| RFG Advisory, LLC | Birmingham, AL | $251K | 5,866 | −2,191 shares |
| Allworth Financial LP | Folsom, CA | $239K | 5,584 | No change |
| Integrated Wealth Concepts LLC | Waltham, MA | $111K | 2,596 | New position |
| International Assets Investment Management, LLC | Orlando, FL | $91K | 2,114 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SHRY?
17 institutional managers reported holding SHRY in Form 13F filings for June 30, 2026, worth $7.0M in total. The largest reported position was held by LPL Financial LLC, at $3.1M.
Did institutions buy or sell SHRY last quarter?
Reported 13F value fell 28.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHRY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.