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SHYD Institutional Ownership

VanEck Short High Yield Muni ETF
1W: +0.2% 1M: -2.5% 3M: -3.7% YTD: -3.4% 1Y: -3.2% 3Y: +9.4% 5Y: -0.9%
$21.98
-0.03 (-0.14%)
 
Weekly Expected Move ±0.8%
$22 $22 $22 $22 $22
ETF CBOE · AUM $438.8M

Institutional Ownership — SHYD

164
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
281M
Total Invested
22
New Positions
57
Increased
60
Reduced
12
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (174 total)

# Holder Shares Value Change Change % Holding Period Filing
1 WELLS FARGO & COMPANY/MN 1,802,842 40M +206,549 +12.9% 41Q SEC ↗
2 MERCER GLOBAL ADVISORS INC /ADV 1,664,379 37M +123,838 +8.0% 24Q SEC ↗
3 MORGAN STANLEY 985,273 22M +25,946 +2.7% 41Q SEC ↗
4 BANK OF AMERICA CORP /DE 763,347 17M -10,178 -1.3% 15Q SEC ↗
5 LPL Financial LLC 450,693 10M -149,276 -24.9% 41Q SEC ↗
6 SYKON CAPITAL LLC 427,956 9M +415,956 +3466.3% 3Q SEC ↗
7 FIRST FOUNDATION ADVISORS 316,390 7M -2,921 -0.9% 17Q SEC ↗
8 AMERIPRISE FINANCIAL INC 289,216 6M +22,601 +8.5% 16Q SEC ↗
9 Fragasso Financial Advisors Inc 267,021 6M +753 +0.3% 11Q SEC ↗
10 COMMONWEALTH EQUITY SERVICES, LLC 258,202 6M -22,028 -7.9% 35Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 236,317 5M +30,328 +14.7% 7Q SEC ↗
12 HighTower Advisors, LLC 226,100 5M +200,330 +777.4% 10Q SEC ↗
13 ENVESTNET ASSET MANAGEMENT INC 194,909 4M -448 -0.2% 31Q SEC ↗
14 VAQUERO PRIVATE WEALTH, LTD NEW 194,902 4M — +0.0% 1Q SEC ↗
15 GREAT VALLEY ADVISOR GROUP, INC. 191,833 4M -5,355 -2.7% 4Q SEC ↗
16 ROYAL BANK OF CANADA 162,009 4M +34,023 +26.6% 38Q SEC ↗
17 OSAIC HOLDINGS, INC. 136,132 3M +40,527 +42.4% 26Q SEC ↗
18 Waverly Advisors, LLC 130,349 3M -11,452 -8.1% 10Q SEC ↗
19 TRUIST FINANCIAL CORP 127,132 3M -6,479 -4.8% 27Q SEC ↗
20 Midwestern Financial, LLC /IA 124,317 3M +30,815 +33.0% 5Q SEC ↗
21 Cetera Investment Advisers 120,135 3M -63,983 -34.8% 23Q SEC ↗
22 Dynamic Advisor Solutions LLC 116,190 3M -1,462 -1.2% 6Q SEC ↗
23 UBS Group AG 110,316 2M -59,657 -35.1% 41Q SEC ↗
24 High Net Worth Advisory Group LLC 100,000 2M — +0.0% 17Q SEC ↗
25 JONES FINANCIAL COMPANIES LLLP 96,066 2M +10,525 +12.3% 11Q SEC ↗
26 Mariner, LLC 73,520 2M +61,700 +522.0% 15Q SEC ↗
27 Wealthspire Advisors, LLC 72,357 2M -245 -0.3% 7Q SEC ↗
28 Hamilton Wealth, LLC 71,478 2M -4,791 -6.3% 7Q SEC ↗
29 Willis Johnson & Associates, Inc. 70,393 2M -487 -0.7% 17Q SEC ↗
30 Elequin Capital, LP NEW 65,662 1M — +0.0% 1Q SEC ↗
31 Rehmann Capital Advisory Group 62,205 1M +2 +0.0% 9Q SEC ↗
32 CROBAN 61,276 1M +11,234 +22.4% 7Q SEC ↗
33 RMR Wealth Builders 59,951 1M +3,201 +5.6% 11Q SEC ↗
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 58,799 1M +15,719 +36.5% 12Q SEC ↗
35 EAGLE GLOBAL ADVISORS LLC 58,714 1M +8,250 +16.3% 37Q SEC ↗
36 Pure Financial Advisors, LLC 57,081 1M — +0.0% 5Q SEC ↗
37 Equitable Holdings, Inc. 56,039 1M +4,344 +8.4% 6Q SEC ↗
38 NewEdge Advisors, LLC 54,597 1M +13,007 +31.3% 17Q SEC ↗
39 Breakwater Capital Group 53,200 1M -5,906 -10.0% 15Q SEC ↗
40 CARY STREET PARTNERS FINANCIAL LLC 49,361 1M +5,510 +12.6% 5Q SEC ↗
41 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 48,306 1M -2,861 -5.6% 25Q SEC ↗
42 Sanctuary Advisors, LLC 47,354 1M -5,134 -9.8% 9Q SEC ↗
43 Cascade Financial Partners, LLC 46,667 1M — +0.0% 10Q SEC ↗
44 GWN SECURITIES INC. 45,010 989K — +0.0% 4Q SEC ↗
45 Blake Schutter Theil Wealth Advisors, 41,000 901K — +0.0% 8Q SEC ↗
46 Dakota Wealth Management 40,918 899K +2,601 +6.8% 29Q SEC ↗
47 Syntegra Private Wealth Group, LLC 40,658 894K +30,436 +297.7% 2Q SEC ↗
48 JACOBSON & SCHMITT ADVISORS, LLC 39,549 869K -2,382 -5.7% 5Q SEC ↗
49 Fifth Third Securities, Inc. 37,406 822K +42 +0.1% 3Q SEC ↗
50 DIVERSIFY WEALTH MANAGEMENT, LLC 36,452 801K -5,048 -12.2% 2Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
SYKON CAPITAL LLC +415,956 +3466.3% 427,956
WELLS FARGO & COMPANY/MN +206,549 +12.9% 1,802,842
HighTower Advisors, LLC +200,330 +777.4% 226,100
MERCER GLOBAL ADVISORS INC /ADV +123,838 +8.0% 1,664,379
Mariner, LLC +61,700 +522.0% 73,520
OSAIC HOLDINGS, INC. +40,527 +42.4% 136,132
ROYAL BANK OF CANADA +34,023 +26.6% 162,009
Midwestern Financial, LLC /IA +30,815 +33.0% 124,317
Syntegra Private Wealth Group, LLC +30,436 +297.7% 40,658
RAYMOND JAMES FINANCIAL INC +30,328 +14.7% 236,317
MORGAN STANLEY +25,946 +2.7% 985,273
AMERIPRISE FINANCIAL INC +22,601 +8.5% 289,216
Fourth Dimension Wealth, LLC +16,224 +115.8% 30,239
NORTHWESTERN MUTUAL WEALTH MANAGEME +15,719 +36.5% 58,799
NewEdge Advisors, LLC +13,007 +31.3% 54,597
CROBAN +11,234 +22.4% 61,276
JONES FINANCIAL COMPANIES LLLP +10,525 +12.3% 96,066
EAGLE GLOBAL ADVISORS LLC +8,250 +16.3% 58,714
Arkadios Wealth Advisors +7,118 +56.7% 19,680
JANE STREET GROUP, LLC +6,575 +52.5% 19,102
Biggest Decreases (20)
HolderReducedChange %Total Shares
LPL Financial LLC -149,276 -24.9% 450,693
Cetera Investment Advisers -63,983 -34.8% 120,135
UBS Group AG -59,657 -35.1% 110,316
Sowell Financial Services LLC -27,767 -74.7% 9,393
SAGE FINANCIAL GROUP INC -26,379 -54.2% 22,324
CIBC Bancorp USA Inc. -25,460 -57.8% 18,557
Private Advisor Group, LLC -23,650 -51.5% 22,316
COMMONWEALTH EQUITY SERVICES, LLC -22,028 -7.9% 258,202
Waverly Advisors, LLC -11,452 -8.1% 130,349
Keudell/Morrison Wealth Management -11,206 -44.7% 13,878
BANK OF AMERICA CORP /DE -10,178 -1.3% 763,347
Summit Financial, LLC -9,722 -37.2% 16,435
TRUIST FINANCIAL CORP -6,479 -4.8% 127,132
Breakwater Capital Group -5,906 -10.0% 53,200
GREAT VALLEY ADVISOR GROUP, INC. -5,355 -2.7% 191,833
JPMORGAN CHASE & CO -5,350 -28.0% 13,770
FMR LLC -5,251 -60.3% 3,450
Sanctuary Advisors, LLC -5,134 -9.8% 47,354
DIVERSIFY WEALTH MANAGEMENT, LLC -5,048 -12.2% 36,452
PFG Advisors -5,003 -31.7% 10,789

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms