Who owns SHP ETF TRUST?

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Analyze quarterly positions in Shp Etf Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Shp Etf Trust stock

Who bought or sold SHP ETF TRUST this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Retirement Planning Group 1.6M $77M 10% Sep 2025
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Carter Financial Group 90k $4.3M 4% Sep 2025
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LPL Financial 79k $3.8M 79% Sep 2025
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Camarda Wealth Advisory 31k $1.5M 2% Sep 2025
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HighTower Advisors 17k $802k 1% Sep 2025
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Hartland & Co 17k $787k -20% Sep 2025
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LLBH Private Wealth Management 13k $620k 100% Sep 2025
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Atomi Financial Group 12k $567k -11% Sep 2025
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One + One Wealth Management 11k $501k 100% Sep 2025
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Berger Financial Group 10k $492k 12% Sep 2025
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Cambridge Investment Research Advisors 5.5k $262k 0% Sep 2025
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Private Trust Co Na 4.3k $205k 100% Sep 2025
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Global Retirement Partners 1.7k $80k 0% Sep 2025
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Capital Analysts 1.3k $63k 3% Sep 2025
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CWM 1.2k $57k 1% Sep 2025
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Advisor Group Holdings 521.00 $25k -66% Sep 2025
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CoreCap Advisors 440.00 $21k 4% Sep 2025
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Wells Fargo & Company 270.00 $13k 100% Sep 2025
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UBS Group 221.00 $11k -90% Sep 2025
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DHJJ Financial Advisors 55.00 $2.6k 0% Sep 2025
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Who sold out of Shp Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2025 21k $1.0M
Old Mission Capital Jun 2025 11k $525k
Brookstone Capital Management Jun 2025 7.1k $334k
Jones Financial Companies, L.L Jun 2025 130.00 $6.1k
Parallel Advisors Jun 2025 74.00 $3.5k