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
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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 | 691k | $34M | 1% | Mar 2026 |
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| Gradient Investments | 510k | $25M | 6% | Mar 2026 |
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| LPL Financial | 418k | $21M | 29% | Mar 2026 |
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| Commonwealth Equity Services | 394k | $20M | 3% | Mar 2026 |
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| Arkadios Wealth Advisors | 344k | $17M | 0% | Mar 2026 |
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| Atticus Wealth Management | 337k | $17M | -12% | Mar 2026 |
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| Retirement Planning Group | 288k | $14M | 18% | Mar 2026 |
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| Owen LaRue | 280k | $14M | 323% | Mar 2026 |
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| MADDEN SECURITIES Corp | 260k | $13M | 2% | Mar 2026 |
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| New England Private Wealth Advisors | 240k | $12M | 329% | Mar 2026 |
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| Stratos Wealth Partners | 185k | $9.2M | 14% | Mar 2026 |
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| Able Wealth Management | 179k | $8.9M | 39% | Mar 2026 |
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| Gainplan | 177k | $8.8M | -4% | Mar 2026 |
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| Grantvest Financial Group | 176k | $8.8M | 0% | Mar 2026 |
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| Summit Financial | 174k | $8.6M | 27% | Mar 2026 |
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| Precision Wealth Strategies | 171k | $8.5M | 36% | Mar 2026 |
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| UBS Group | 161k | $8.0M | 2677950% | Mar 2026 |
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| Atomi Financial Group | 157k | $7.8M | -1% | Dec 2025 |
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| Mml Investors Services | 148k | $7.4M | 2% | Mar 2026 |
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| Integrated Wealth Concepts | 139k | $6.9M | -2% | Mar 2026 |
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| Independent Financial Group | 133k | $6.6M | 1603% | Mar 2026 |
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| Independent Wealth Advisors | 128k | $6.4M | 44% | Mar 2026 |
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| Capital Investment Advisory Services | 125k | $6.2M | -8% | Mar 2026 |
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| Goss Wealth Management | 113k | $5.6M | -14% | Mar 2026 |
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| FSA Advisors | 106k | $5.3M | -4% | Mar 2026 |
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| Stifel Financial | 92k | $4.6M | 48% | Mar 2026 |
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| Apollon Wealth Management | 91k | $4.6M | 181% | Mar 2026 |
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| Gladstone Institutional Advisory | 78k | $3.9M | -10% | Mar 2026 |
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| Verus Capital Partners | 72k | $3.6M | 12% | Mar 2026 |
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| Claro Advisors | 63k | $3.1M | -27% | Mar 2026 |
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| Mutual Advisors | 57k | $2.8M | 33% | Mar 2026 |
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| Wealthcare Advisory Partners | 57k | $2.8M | 3% | Mar 2026 |
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| Private Advisor | 56k | $2.8M | 22% | Mar 2026 |
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| Farther Finance Advisors | 51k | $2.5M | 27% | Mar 2026 |
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| Inspire Advisors | 49k | $2.4M | -3% | Mar 2026 |
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| True North Advisors | 45k | $2.3M | 100% | Mar 2026 |
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| HighTower Advisors | 41k | $2.1M | 7% | Mar 2026 |
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| Global View Capital Management | 40k | $2.0M | -1% | Mar 2026 |
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| SRS Capital Advisors | 40k | $2.0M | -61% | Mar 2026 |
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| WT Wealth Management | 39k | $2.0M | -6% | Mar 2026 |
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| CWM | 39k | $2.0M | 12% | Dec 2025 |
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| Bright Futures Wealth Management | 37k | $1.9M | -48% | Mar 2026 |
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| Citadel Advisors | 35k | $1.8M | 399% | Mar 2026 |
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| Mercer Global Advisors | 35k | $1.7M | -6% | Mar 2026 |
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| Impact Partnership Wealth | 35k | $1.7M | 17% | Mar 2026 |
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| Prospera Financial Services | 33k | $1.6M | 94% | Mar 2026 |
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| RiverTree Advisors | 32k | $1.6M | -9% | Mar 2026 |
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| Mason & Associates | 30k | $1.5M | -16% | Mar 2026 |
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| Dynamic Advisors Solutions | 29k | $1.4M | 1% | Mar 2026 |
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| Camarda Wealth Advisory | 28k | $1.4M | -4% | Dec 2025 |
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| Belpointe Asset Management | 24k | $1.2M | 9% | Mar 2026 |
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| CoreCap Advisors | 23k | $1.2M | 11% | Mar 2026 |
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| Heck Capital Advisors | 23k | $1.2M | -3% | Mar 2026 |
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| Arq Wealth Advisors | 23k | $1.2M | 100% | Mar 2026 |
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| Cherry Creek Investment Advisors | 22k | $1.1M | 43% | Mar 2026 |
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| CLS Investments | 22k | $1.1M | -36% | Mar 2026 |
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| Latitude Advisors | 21k | $1.0M | -3% | Mar 2026 |
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| Cannon Advisors | 20k | $1.0M | 15% | Mar 2026 |
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| Ashton Thomas Private Wealth | 20k | $1.0M | -10% | Mar 2026 |
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| Advisor Group Holdings | 19k | $957k | -31% | Dec 2025 |
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| Paladin Wealth | 19k | $926k | 3% | Mar 2026 |
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| ValMark Advisers | 18k | $888k | 100% | Mar 2026 |
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| Brown Financial Advisors | 17k | $836k | -4% | Mar 2026 |
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| High Net Worth Advisory Group | 16k | $787k | 26% | Mar 2026 |
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| Envestnet Asset Management | 16k | $777k | 9% | Mar 2026 |
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| Brookwood Investment Group | 15k | $757k | 100% | Mar 2026 |
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| Balboa Wealth Partners | 15k | $747k | 100% | Mar 2026 |
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| Empire Financial Management Company | 15k | $722k | 12% | Mar 2026 |
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| Comprehensive Money Management Services | 14k | $683k | 19% | Mar 2026 |
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| Gateway Wealth Partners | 13k | $641k | 100% | Mar 2026 |
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| Global Retirement Partners | 12k | $583k | 127% | Dec 2025 |
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| West Michigan Advisors | 11k | $561k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 11k | $546k | -5% | Dec 2025 |
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| Madison Wealth Partners | 11k | $542k | -9% | Mar 2026 |
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| Essex Financial Services | 11k | $536k | 51% | Mar 2026 |
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| Cambridge Investment Research Advisors | 10k | $518k | -30% | Mar 2026 |
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| Cetera Investment Advisers | 10k | $518k | 100% | Mar 2026 |
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| Carter Financial Group | 10k | $506k | 8% | Mar 2026 |
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| Mattson Financial Services | 9.4k | $468k | 6% | Mar 2026 |
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| Berger Financial Group | 9.1k | $452k | -7% | Mar 2026 |
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| Hartland & Co | 9.0k | $450k | 84% | Mar 2026 |
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| Redhawk Wealth Advisors | 8.8k | $436k | -5% | Mar 2026 |
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| Occidental Asset Management | 8.5k | $425k | 100% | Mar 2026 |
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| Tactive Advisors | 8.4k | $419k | -56% | Mar 2026 |
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| Mariner Wealth Advisors | 8.2k | $410k | -19% | Mar 2026 |
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| Old Mission Capital | 8.1k | $402k | -24% | Dec 2025 |
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| Flagship Harbor Advisors | 6.9k | $342k | -10% | Mar 2026 |
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| Insigneo Advisory Services | 6.7k | $336k | -69% | Mar 2026 |
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| Nations Financial Group | 6.6k | $328k | 16% | Mar 2026 |
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| Savvy Advisors | 6.1k | $304k | -11% | Mar 2026 |
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| IFP Advisors | 6.0k | $297k | 100% | Mar 2026 |
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| Krilogy Financial | 5.8k | $287k | 6% | Mar 2026 |
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| Invst | 5.6k | $279k | 100% | Mar 2026 |
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| Nbc Securities | 5.5k | $274k | 7% | Mar 2026 |
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| Kestra Private Wealth Services | 5.3k | $266k | 1% | Mar 2026 |
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| Rps Advisory Solutions | 5.1k | $252k | -74% | Mar 2026 |
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| Warren Averett Asset Management | 5.0k | $251k | -19% | Dec 2025 |
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| We Are One Seven | 4.7k | $236k | 100% | Dec 2025 |
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| PMV Capital Advisers | 4.6k | $228k | -23% | Mar 2026 |
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| IHT Wealth Management | 4.5k | $224k | -10% | Dec 2025 |
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| Ausdal Financial Partners | 4.4k | $217k | 100% | Mar 2026 |
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| Stephens | 4.0k | $201k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 2.1k | $105k | 9% | Mar 2026 |
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| Private Trust Co Na | 2.0k | $100k | 0% | Mar 2026 |
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| Mather Group | 1.9k | $95k | 100% | Mar 2026 |
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| Sound Income Strategies | 1.2k | $61k | 100% | Mar 2026 |
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| Triumph Capital Management | 1.0k | $50k | 0% | Mar 2026 |
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| Morgan Stanley | 929.00 | $46k | -10% | Mar 2026 |
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| Creative Financial Designs | 800.00 | $40k | 33% | Mar 2026 |
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| Atlantic Trust | 720.00 | $36k | 0% | Dec 2025 |
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| Jackson Hole Capital Partners | 638.00 | $32k | 0% | Mar 2026 |
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| Capital Analysts | 559.00 | $28k | 0% | Mar 2026 |
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| DHJJ Financial Advisors | 410.00 | $20k | 0% | Mar 2026 |
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| Larson Financial Group | 336.00 | $17k | 1% | Dec 2025 |
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| Legacy Wealth Managment | 298.00 | $15k | 1390% | Mar 2026 |
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| Parallel Advisors | 122.00 | $6.1k | 0% | Mar 2026 |
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| Royal Bank of Canada | 105.00 | $5.0k | 100% | Mar 2026 |
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| AE Wealth Management | 73.00 | $3.6k | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $25.000000 | 0% | Mar 2026 |
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Who sold out of Shp Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Pure Financial Advisors | Dec 2025 | 7.7k | $382k |
| Golden Reserve Retirement | Dec 2025 | 5.7k | $285k |
| A4 Wealth Advisors | Dec 2025 | 4.0k | $201k |