Who owns SHP ETF TRUST?
- Ticker: CSHI
- CUSIP Number: 78433h501
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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 |
|---|---|---|---|---|---|
| Richard P Slaughter Associates | 681k | $34M | 14% | Sep 2025 |
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| Gradient Investments | 463k | $23M | 8% | Sep 2025 |
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| Atticus Wealth Management | 378k | $19M | 13% | Sep 2025 |
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| Commonwealth Equity Services | 372k | $19M | 37% | Sep 2025 |
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| LPL Financial | 321k | $16M | -23% | Sep 2025 |
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| Retirement Planning Group | 238k | $12M | -2% | Sep 2025 |
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| Gainplan | 180k | $8.9M | 2% | Sep 2025 |
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| Grantvest Financial Group | 170k | $8.4M | 4% | Sep 2025 |
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| Stratos Wealth Partners | 160k | $7.9M | 2% | Sep 2025 |
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| Atomi Financial Group | 159k | $7.9M | 12% | Sep 2025 |
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| Integrated Wealth Concepts | 144k | $7.1M | -4% | Sep 2025 |
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| Summit Financial | 140k | $7.0M | 100% | Sep 2025 |
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| Mml Investors Services | 117k | $5.8M | -20% | Sep 2025 |
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| Able Wealth Management | 114k | $5.7M | 545% | Sep 2025 |
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| MADDEN SECURITIES Corp | 112k | $5.6M | 334% | Sep 2025 |
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| Precision Wealth Strategies | 106k | $5.3M | -8% | Sep 2025 |
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| SRS Capital Advisors | 96k | $4.8M | 100% | Sep 2025 |
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| FSA Advisors | 89k | $4.4M | 26% | Sep 2025 |
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| Goss Wealth Management | 72k | $3.6M | 35% | Sep 2025 |
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| Stifel Financial | 72k | $3.6M | 5% | Sep 2025 |
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| Wealthcare Advisory Partners | 69k | $3.4M | 18% | Sep 2025 |
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| Bright Futures Wealth Management | 68k | $3.4M | 390% | Sep 2025 |
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| Global View Capital Management | 65k | $3.2M | 87% | Sep 2025 |
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| Mercer Global Advisors | 57k | $2.8M | -8% | Sep 2025 |
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| Gladstone Institutional Advisory | 48k | $2.4M | -20% | Sep 2025 |
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| HighTower Advisors | 43k | $2.1M | 7% | Sep 2025 |
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| WT Wealth Management | 41k | $2.0M | 3% | Sep 2025 |
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| Inspire Advisors | 40k | $2.0M | -4% | Sep 2025 |
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| Mutual Advisors | 40k | $2.0M | -20% | Sep 2025 |
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| Owen LaRue | 39k | $1.9M | 32% | Sep 2025 |
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| CWM | 35k | $1.7M | 59% | Sep 2025 |
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| Claro Advisors | 32k | $1.6M | 70% | Sep 2025 |
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| Camarda Wealth Advisory | 29k | $1.4M | -1% | Sep 2025 |
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| Advisor Group Holdings | 28k | $1.4M | -4% | Sep 2025 |
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| Impact Partnership Wealth | 28k | $1.4M | 121% | Sep 2025 |
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| Dynamic Advisors Solutions | 27k | $1.4M | -4% | Sep 2025 |
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| Latitude Advisors | 23k | $1.1M | -15% | Sep 2025 |
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| Cannon Advisors | 22k | $1.1M | -9% | Sep 2025 |
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| Ashton Thomas Private Wealth | 20k | $985k | 0% | Sep 2025 |
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| Private Advisor | 20k | $984k | 27% | Sep 2025 |
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| Tactive Advisors | 19k | $956k | -20% | Sep 2025 |
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| CoreCap Advisors | 19k | $919k | 4% | Sep 2025 |
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| Paladin Wealth | 18k | $898k | 1% | Sep 2025 |
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| Brown Financial Advisors | 18k | $891k | 6% | Sep 2025 |
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| Belpointe Asset Management | 17k | $861k | 0% | Sep 2025 |
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| Heck Capital Advisors | 15k | $765k | 13% | Sep 2025 |
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| Napa Wealth Management | 14k | $696k | -48% | Sep 2025 |
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| Savvy Advisors | 14k | $685k | 100% | Sep 2025 |
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| Madison Wealth Partners | 14k | $670k | 0% | Sep 2025 |
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| Empire Financial Management Company | 13k | $650k | 10% | Sep 2025 |
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| Rps Advisory Solutions | 13k | $647k | 189% | Sep 2025 |
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| Citadel Advisors | 13k | $634k | 43% | Sep 2025 |
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| Hanson McClain Advisors | 12k | $575k | -1% | Sep 2025 |
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| Envestnet Asset Management | 12k | $570k | -5% | Sep 2025 |
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| Essex Financial Services | 11k | $544k | 6% | Sep 2025 |
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| Old Mission Capital | 11k | $530k | -65% | Sep 2025 |
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| Equitable Holdings | 10k | $519k | 1% | Sep 2025 |
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| One + One Wealth Management | 9.7k | $483k | 100% | Sep 2025 |
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| Silver Oak Securities | 9.4k | $469k | -5% | Sep 2025 |
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| Carter Financial Group | 9.4k | $468k | -2% | Sep 2025 |
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| Farther Finance Advisors | 8.6k | $425k | 252% | Sep 2025 |
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| Berger Financial Group | 8.3k | $414k | 105% | Sep 2025 |
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| Mattson Financial Services | 7.8k | $389k | 8% | Sep 2025 |
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| Cherry Creek Investment Advisors | 7.6k | $379k | 44% | Sep 2025 |
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| Comprehensive Money Management Services | 6.9k | $345k | 100% | Sep 2025 |
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| Krilogy Financial | 6.7k | $334k | 100% | Sep 2025 |
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| A4 Wealth Advisors | 6.7k | $331k | 100% | Sep 2025 |
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| Moloney Securities Asset Management | 6.4k | $317k | 100% | Sep 2025 |
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| Warren Averett Asset Management | 6.2k | $310k | -19% | Sep 2025 |
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| Secure Asset Management | 6.1k | $305k | 49% | Sep 2025 |
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| PMV Capital Advisers | 5.8k | $286k | -30% | Sep 2025 |
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| Nations Financial Group | 5.7k | $283k | -22% | Sep 2025 |
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| Nbc Securities | 5.3k | $262k | 0% | Sep 2025 |
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| Global Retirement Partners | 5.2k | $257k | -4% | Sep 2025 |
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| Hartland & Co | 5.2k | $256k | -28% | Sep 2025 |
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| United Capital Management of KS | 5.1k | $252k | 1% | Sep 2025 |
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| IHT Wealth Management | 5.0k | $249k | 0% | Sep 2025 |
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| Private Trust Co Na | 2.0k | $99k | 0% | Sep 2025 |
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| Triumph Capital Management | 1.2k | $60k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 853.00 | $42k | -56% | Sep 2025 |
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| Atlantic Trust | 720.00 | $36k | 0% | Sep 2025 |
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| Creative Financial Designs | 600.00 | $30k | 0% | Sep 2025 |
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| Capital Analysts | 567.00 | $28k | 4% | Sep 2025 |
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| DHJJ Financial Advisors | 410.00 | $20k | 0% | Sep 2025 |
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| Larson Financial Group | 332.00 | $17k | 1% | Sep 2025 |
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| Abich Financial Wealth Management | 290.00 | $14k | 100% | Sep 2025 |
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| Parallel Advisors | 117.00 | $5.8k | -62% | Sep 2025 |
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| AE Wealth Management | 80.00 | $4.0k | 0% | Sep 2025 |
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| Legacy Wealth Managment | 58.00 | $2.9k | 2800% | Sep 2025 |
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| Legacy Investment Solutions | 2.00 | $100.000000 | 100% | Jun 2025 |
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| Wells Fargo & Company | 1.00 | $25.000000 | 100% | Sep 2025 |
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| Morgan Stanley | 1.00 | $72.000000 | 100% | Jun 2025 |
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| New Millennium Group | 0 | $0 | -100% | Sep 2025 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital Investment Advisory Services | Jun 2025 | 118k | $5.9M |
| Summit X | Jun 2025 | 48k | $2.4M |
| Worth Asset Management | Jun 2025 | 8.0k | $397k |
| Ausdal Financial Partners | Jun 2025 | 7.4k | $370k |
| We Are One Seven | Jun 2025 | 7.1k | $351k |
| Flow Traders US | Jun 2025 | 5.9k | $296k |
| First Trust Advisors | Jun 2025 | 4.2k | $208k |
| UBS Group | Jun 2025 | 1.7k | $83k |
| MGB Wealth Management | Jun 2025 | 1.5k | $75k |
| Ridgewood Investments | Jun 2025 | 900.00 | $45k |
| Raymond James Financial | Jun 2025 | 77.00 | $3.8k |
| FMR | Jun 2025 | 4.00 | $199.000000 |