Who owns SHP ETF TRUST?
- Ticker: BNDI
- CUSIP Number: 78433h402
Tip: Access positions for across all investors
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 | 2.0M | $95M | 15% | Mar 2026 |
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| LPL Financial | 142k | $6.7M | 14% | Mar 2026 |
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| Carter Financial Group | 100k | $4.7M | 4% | Mar 2026 |
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| Prevail Innovative Wealth Advisors | 42k | $2.0M | 100% | Mar 2026 |
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| Camarda Wealth Advisory | 30k | $1.4M | -6% | Dec 2025 |
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| Atomi Financial Group | 26k | $1.2M | 116% | Dec 2025 |
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| Jane Street | 20k | $953k | 9% | Mar 2026 |
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| Signal Advisors Wealth | 19k | $911k | 16% | Mar 2026 |
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| HighTower Advisors | 19k | $900k | 4% | Mar 2026 |
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| Hartland & Co | 18k | $826k | 6% | Mar 2026 |
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| LLBH Private Wealth Management | 15k | $688k | 11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 14k | $644k | 44% | Mar 2026 |
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| Goss Wealth Management | 12k | $568k | 100% | Mar 2026 |
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| Berger Financial Group | 12k | $559k | 12% | Mar 2026 |
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| MADDEN SECURITIES Corp | 9.2k | $436k | 17% | Mar 2026 |
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| FSA Advisors | 7.9k | $375k | 100% | Mar 2026 |
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| Goldman Sachs Group | 6.6k | $311k | 100% | Mar 2026 |
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| Citadel Advisors | 5.4k | $256k | 100% | Mar 2026 |
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| CWM | 5.4k | $256k | 346% | Dec 2025 |
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| Navis Wealth Advisors | 5.1k | $242k | 6% | Mar 2026 |
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| Private Trust Co Na | 4.3k | $203k | 0% | Mar 2026 |
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| Global Retirement Partners | 2.8k | $135k | 70% | Dec 2025 |
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| Capital Analysts | 1.3k | $61k | 1% | Mar 2026 |
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| Farther Finance Advisors | 1.3k | $61k | 100% | Mar 2026 |
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| Advisor Group Holdings | 521.00 | $25k | 0% | Dec 2025 |
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| CoreCap Advisors | 312.00 | $15k | 11% | Mar 2026 |
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| Tucker Asset Management | 238.00 | $11k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 55.00 | $2.6k | 0% | Mar 2026 |
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| UBS Group | 14.00 | $661.000200 | -96% | Mar 2026 |
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| Morgan Stanley | 2.00 | $99.000000 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $37.000000 | -100% | Mar 2026 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Signature Estate and Investment Advisors | Dec 2025 | 9.5k | $453k |
| CLS Investments | Dec 2025 | 9.0k | $429k |
| Kestra Advisory Services | Dec 2025 | 526.00 | $25k |