Who owns SHP ETF TRUST?
- Ticker: CSHI
- CUSIP Number: 78433h501
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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| LPL Financial | 686k | $34M | 64% | Jun 2026 |
|
| Gradient Investments | 565k | $28M | 11% | Jun 2026 |
|
| UBS Group | 531k | $26M | 230% | Jun 2026 |
|
| New England Private Wealth Advisors | 518k | $26M | 116% | Jun 2026 |
|
| Retirement Planning Group | 439k | $22M | 52% | Jun 2026 |
|
| Atticus Wealth Management | 432k | $22M | 28% | Jun 2026 |
|
| Richard P Slaughter Associates | 417k | $21M | -40% | Jun 2026 |
|
| Commonwealth Equity Services | 410k | $20M | 4% | Jun 2026 |
|
| Arkadios Wealth Advisors | 362k | $18M | 5% | Jun 2026 |
|
| MADDEN SECURITIES Corp | 284k | $14M | 9% | Jun 2026 |
|
| Global View Capital Management | 218k | $11M | 443% | Jun 2026 |
|
| Summit Financial | 217k | $11M | 25% | Jun 2026 |
|
| Stratos Wealth Partners | 206k | $10M | 11% | Jun 2026 |
|
| Mml Investors Services | 203k | $10M | 37% | Jun 2026 |
|
| Grantvest Financial Group | 179k | $8.9M | 2% | Jun 2026 |
|
| Gainplan | 174k | $8.7M | -1% | Jun 2026 |
|
| Owen LaRue | 170k | $8.4M | -39% | Jun 2026 |
|
| Goss Wealth Management | 162k | $8.1M | 44% | Jun 2026 |
|
| Able Wealth Management | 161k | $8.0M | -10% | Jun 2026 |
|
| Atomi Financial Group | 149k | $7.4M | -13% | Jun 2026 |
|
| Independent Financial Group | 136k | $6.8M | 2% | Jun 2026 |
|
| Precision Wealth Strategies | 123k | $6.1M | -28% | Jun 2026 |
|
| Capital Investment Advisory Services | 121k | $6.0M | -3% | Jun 2026 |
|
| FSA Advisors | 111k | $5.5M | 5% | Jun 2026 |
|
| SRS Capital Advisors | 109k | $5.4M | 175% | Jun 2026 |
|
| Independent Wealth Advisors | 106k | $5.3M | -18% | Jun 2026 |
|
| Stifel Financial | 104k | $5.2M | 13% | Jun 2026 |
|
| Apollon Wealth Management | 103k | $5.1M | 13% | Jun 2026 |
|
| Verus Capital Partners | 77k | $3.9M | 8% | Jun 2026 |
|
| True North Advisors | 72k | $3.6M | 59% | Jun 2026 |
|
| AssuredPartners Investment Advisors | 69k | $3.4M | 100% | Jun 2026 |
|
| Mutual Advisors | 67k | $3.3M | 18% | Jun 2026 |
|
| Gladstone Institutional Advisory | 67k | $3.3M | -14% | Jun 2026 |
|
| Farther Finance Advisors | 59k | $3.0M | 16% | Jun 2026 |
|
| Wealthcare Advisory Partners | 54k | $2.7M | -5% | Jun 2026 |
|
| Inspire Advisors | 54k | $2.7M | 10% | Jun 2026 |
|
| Claro Advisors | 53k | $2.6M | -17% | Jun 2026 |
|
| CWM | 51k | $2.6M | 31% | Mar 2026 |
|
| Arq Wealth Advisors | 48k | $2.4M | 108% | Jun 2026 |
|
| Bright Futures Wealth Management | 47k | $2.4M | 27% | Jun 2026 |
|
| Private Advisor | 45k | $2.2M | -19% | Jun 2026 |
|
| WT Wealth Management | 45k | $2.2M | 13% | Jun 2026 |
|
| Impact Partnership Wealth | 44k | $2.2M | 26% | Jun 2026 |
|
| Prospera Financial Services | 43k | $2.1M | 30% | Jun 2026 |
|
| HighTower Advisors | 42k | $2.1M | 3% | Jun 2026 |
|
| Kestra Private Wealth Services | 38k | $1.9M | 607% | Jun 2026 |
|
| 49 Wealth Management | 37k | $1.8M | 100% | Jun 2026 |
|
| Alongside | 37k | $1.8M | 100% | Jun 2026 |
|
| Mercer Global Advisors | 35k | $1.7M | 0% | Jun 2026 |
|
| Belpointe Asset Management | 32k | $1.6M | 36% | Jun 2026 |
|
| Jpmorgan Chase & Co | 32k | $1.6M | 100% | Jun 2026 |
|
| Camarda Wealth Advisory | 30k | $1.5M | 7% | Jun 2026 |
|
| Dynamic Advisors Solutions | 29k | $1.5M | 3% | Jun 2026 |
|
| High Net Worth Advisory Group | 28k | $1.4M | 79% | Jun 2026 |
|
| Unique Wealth Strategies | 28k | $1.4M | 25% | Jun 2026 |
|
| CoreCap Advisors | 26k | $1.3M | 11% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 26k | $1.3M | 148% | Jun 2026 |
|
| Heck Capital Advisors | 25k | $1.2M | 6% | Jun 2026 |
|
| Global Retirement Partners | 24k | $1.2M | 106% | Jun 2026 |
|
| Cherry Creek Investment Advisors | 23k | $1.1M | 4% | Jun 2026 |
|
| West Michigan Advisors | 22k | $1.1M | 98% | Jun 2026 |
|
| Ashton Thomas Private Wealth | 22k | $1.1M | 9% | Jun 2026 |
|
| Balboa Wealth Partners | 22k | $1.1M | 45% | Jun 2026 |
|
| Brookwood Investment Group | 21k | $1.0M | 37% | Jun 2026 |
|
| Paladin Wealth | 20k | $1.0M | 10% | Jun 2026 |
|
| Nations Financial Group | 20k | $1.0M | 210% | Jun 2026 |
|
| Trademark Financial Management | 20k | $1.0M | 100% | Jun 2026 |
|
| Mason & Associates | 20k | $1.0M | -33% | Jun 2026 |
|
| Invst | 19k | $928k | 232% | Jun 2026 |
|
| Ausdal Financial Partners | 19k | $922k | 325% | Jun 2026 |
|
| Latitude Advisors | 18k | $915k | -10% | Jun 2026 |
|
| Empire Financial Management Company | 18k | $894k | 24% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 18k | $878k | 100% | Jun 2026 |
|
| Brown Financial Advisors | 17k | $844k | 1% | Jun 2026 |
|
| Advisor Group Holdings | 16k | $770k | 54% | Jun 2026 |
|
| S&A Financial Services | 15k | $768k | 212% | Jun 2026 |
|
| Comprehensive Money Management Services | 15k | $749k | 10% | Jun 2026 |
|
| Envestnet Asset Management | 15k | $748k | -4% | Jun 2026 |
|
| Madison Wealth Partners | 13k | $644k | 19% | Jun 2026 |
|
| Creative Financial Designs | 12k | $605k | 1418% | Jun 2026 |
|
| Rps Advisory Solutions | 12k | $591k | 134% | Jun 2026 |
|
| Integrated Wealth Concepts | 12k | $577k | -92% | Jun 2026 |
|
| Compass Financial Management | 11k | $561k | 100% | Jun 2026 |
|
| BIP Wealth | 11k | $541k | 100% | Jun 2026 |
|
| Occidental Asset Management | 11k | $541k | 27% | Jun 2026 |
|
| Carter Financial Group | 11k | $529k | 5% | Jun 2026 |
|
| Berger Financial Group | 10k | $514k | 14% | Jun 2026 |
|
| Gateway Wealth Partners | 10k | $508k | -21% | Jun 2026 |
|
| Mattson Financial Services | 9.8k | $488k | 4% | Jun 2026 |
|
| Essex Financial Services | 9.4k | $468k | -13% | Jun 2026 |
|
| Cannon Advisors | 9.2k | $458k | -54% | Jun 2026 |
|
| Hanson McClain Advisors | 9.0k | $448k | -18% | Jun 2026 |
|
| WealthPlan Investment Management | 8.4k | $417k | 100% | Jun 2026 |
|
| Redhawk Wealth Advisors | 8.1k | $404k | -7% | Jun 2026 |
|
| Stephens | 7.0k | $351k | 75% | Jun 2026 |
|
| Winnow Wealth | 7.0k | $349k | 100% | Jun 2026 |
|
| Insigneo Advisory Services | 6.8k | $339k | 1% | Jun 2026 |
|
| Cetera Investment Advisers | 6.6k | $327k | -37% | Jun 2026 |
|
| RiverTree Advisors | 6.4k | $321k | -80% | Jun 2026 |
|
| IFP Advisors | 6.3k | $314k | 6% | Jun 2026 |
|
| Flagship Harbor Advisors | 5.2k | $259k | -24% | Jun 2026 |
|
| We Are One Seven | 5.2k | $259k | 100% | Jun 2026 |
|
| Nbc Securities | 5.2k | $258k | -6% | Jun 2026 |
|
| Hartland & Co | 5.0k | $252k | -44% | Jun 2026 |
|
| Krilogy Financial | 5.0k | $251k | -13% | Jun 2026 |
|
| ValMark Advisers | 5.0k | $247k | -72% | Jun 2026 |
|
| Mariner Wealth Advisors | 4.9k | $243k | -41% | Jun 2026 |
|
| PMV Capital Advisers | 4.8k | $241k | 6% | Jun 2026 |
|
| Sigma Planning | 4.1k | $203k | 100% | Jun 2026 |
|
| Private Trust Co Na | 4.0k | $199k | 100% | Jun 2026 |
|
| Triumph Capital Management | 1.0k | $50k | 0% | Mar 2026 |
|
| Morgan Stanley | 929.00 | $46k | -10% | Mar 2026 |
|
| Jackson Hole Capital Partners | 638.00 | $32k | 0% | Mar 2026 |
|
| Capital Analysts | 543.00 | $27k | -3% | Jun 2026 |
|
| DHJJ Financial Advisors | 410.00 | $20k | 0% | Jun 2026 |
|
| Larson Financial Group | 344.00 | $17k | 1% | Jun 2026 |
|
| Harbour Investments | 321.00 | $16k | 100% | Jun 2026 |
|
| Steward Partners Investment Advisory | 175.00 | $8.7k | -92% | Jun 2026 |
|
| Parallel Advisors | 127.00 | $6.3k | 4% | Jun 2026 |
|
| Royal Bank of Canada | 105.00 | $5.0k | 0% | Jun 2026 |
|
| AE Wealth Management | 73.00 | $3.6k | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 33.00 | $1.6k | 100% | Jun 2026 |
|
| O'shaughnessy Asset Management | 10.00 | $498.000000 | 100% | Jun 2026 |
|
| Tower Research Capital | 2.00 | $100.000000 | 100% | Jun 2026 |
|
| Wells Fargo & Company | 1.00 | $38.000000 | 0% | Jun 2026 |
|
Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 35k | $1.8M |
| CLS Investments | Mar 2026 | 22k | $1.1M |
| Tactive Advisors | Mar 2026 | 8.4k | $419k |
| Savvy Advisors | Mar 2026 | 6.1k | $304k |
| Mather Group | Mar 2026 | 1.9k | $95k |
| Sound Income Strategies | Mar 2026 | 1.2k | $61k |
| Legacy Wealth Managment | Mar 2026 | 298.00 | $15k |