WSDMTREE YLD EN US ST AGG (SHAG) Institutional Shareholders
WSDMTREE YLD EN US ST AGG (SHAG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $32.50M in SHAG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SHAG tracked by InsiderSet, reporting ownership valued at approximately $6.08M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.03M, representing an estimated loss of -0.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed SHAG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Eclectic Associates Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WSDMTREE YLD EN US ST AGG (SHAG).
This page ranks the largest institutional SHAG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$32.50M
Largest Holder
Bank Of America Corp
Largest Position
$6.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 127,809 | $6,081,152 | $6,025,070 | -$56,082 | -0.92% | |
| Eclectic Associates Inc | 0.53% | 97,596 | $4,618,516 | $4,600,793 | -$17,723 | -0.38% | |
| Lpl Financial Llc | 0.00% | 81,500 | $3,877,761 | $3,842,008 | -$35,753 | -0.92% | |
| Private Advisor Group, Llc | 0.01% | 64,570 | $3,055,629 | $3,043,907 | -$11,722 | -0.38% | |
| Columbia Advisory Partners Llc | 1.45% | 55,437 | $2,623,420 | $2,613,367 | -$10,053 | -0.38% | |
| Citadel Advisors Llc | 0.00% | 40,762 | $1,939,456 | $1,921,570 | -$17,886 | -0.92% | |
| Susquehanna International Group, Llp | 0.00% | 36,129 | $1,719,018 | $1,703,164 | -$15,854 | -0.92% | |
| Jane Street Group, Llc | 0.00% | 30,603 | $1,456,091 | $1,442,662 | -$13,429 | -0.92% | |
| Hf Advisory Group, Llc | 0.35% | 24,096 | $1,140,315 | $1,135,914 | -$4,401 | -0.39% | |
| Osaic Holdings, Inc. | 0.00% | 22,310 | $1,061,376 | $1,051,720 | -$9,656 | -0.91% | |
| Kestra Advisory Services, Llc | 0.00% | 18,671 | $883,543 | $880,173 | -$3,370 | -0.38% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 17,101 | $813,651 | $806,162 | -$7,489 | -0.92% | |
| Insight Advisors, Llc/ Pa | 0.15% | 17,097 | $813,475 | $805,973 | -$7,502 | -0.92% | |
| Webster Bank, N. A. | 0.05% | 12,993 | $614,865 | $612,506 | -$2,359 | -0.38% | |
| Winch Advisory Services, Llc | 0.11% | 10,122 | $481,587 | $477,163 | -$4,424 | -0.92% | |
| Bank Of New York Mellon Corp | 0.00% | 7,337 | $349,096 | $345,875 | -$3,221 | -0.92% | |
| Morgan Stanley | 0.00% | 7,067 | $336,248 | $333,147 | -$3,101 | -0.92% | |
| Trilogy Capital Inc. | 0.01% | 4,372 | $206,895 | $206,101 | -$794 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 3,463 | $165,000 | $163,250 | -$1,750 | -1.06% | |
| Smartleaf Asset Management Llc | 0.00% | 1,518 | $72,097 | $71,560 | -$537 | -0.74% | |
| Nbc Securities, Inc. | 0.00% | 976 | $46,187 | $46,010 | -$177 | -0.38% | |
| Ameriflex Group, Inc. | 0.02% | 802 | $38,183 | $37,807 | -$376 | -0.98% | |
| Franklin Resources Inc | 0.00% | 800 | $38,064 | $37,713 | -$351 | -0.92% | |
| Western Wealth Management, Llc | 0.00% | 669 | $31,821 | $31,537 | -$284 | -0.89% | |
| Advisory Services Network, Llc | 0.00% | 606 | $28,841 | $28,568 | -$273 | -0.95% | |
| Ubs Group Ag | 0.00% | 145 | $6,899 | $6,835 | -$64 | -0.92% | |
| Creative Financial Designs Inc | 0.00% | 38 | $1,798 | $1,791 | -$7 | -0.37% | |
| Flow Traders U.S. Llc | 0.04% | 27,263 | $1,297 | $1,285,211 | +$1,283,914 | +98991.02% | |
| Corecap Advisors, Llc | 0.00% | 11 | $521 | $519 | -$2 | -0.47% | |
| Smallwood Wealth Investment Management, Llc | 0.00% | 1 | $69 | $47 | -$22 | -31.68% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $32 | $47 | +$15 | +47.32% |
Frequently asked questions about SHAG
Who owns the most SHAG stock?
The largest holders of SHAG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WSDMTREE YLD EN US ST AGG (SHAG).
Is SHAG widely held by superinvestors?
Many widely followed stocks like SHAG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHAG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.