SHM Institutional Ownership & Shareholders
SPDR NUVEEN BLOOMBERG SHORT (SHM) is currently held by 399 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.85B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SHM tracked by InsiderSet, reporting ownership valued at approximately $1.04B in its June 30, 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 $1.03B, representing an estimated loss of -0.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed SHM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Goldman Sachs Group Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in SPDR NUVEEN BLOOMBERG SHORT (SHM).
This page ranks the largest institutional SHM 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
399
Total Reported Value
$2.85B
Largest Holder
Bank Of America Corp
Largest Position
$1.04B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | 0.07% | 21,768,088 | $1,044,106,315 | $1,034,854,904 | -$9,251,411 | -0.89% | |
| Goldman Sachs Group Inc | 0.03% | 5,404,372 | $259,220,706 | $256,923,845 | -$2,296,861 | -0.89% | |
| Wells Fargo & Company/Mn | 0.03% | 3,498,236 | $167,792,917 | $166,306,139 | -$1,486,778 | -0.89% | |
| Envestnet Asset Management Inc | 0.03% | 2,389,309 | $114,603,222 | $113,587,750 | -$1,015,472 | -0.89% | |
| Quent Capital, Llc | 6.78% | 2,299,297 | $110,285,803 | $109,308,579 | -$977,224 | -0.89% | |
| Morgan Stanley | 0.00% | 1,970,720 | $94,525,658 | $93,688,029 | -$837,629 | -0.89% | |
| Pnc Financial Services Group, Inc. | 0.04% | 1,470,957 | $70,554,469 | $69,929,296 | -$625,173 | -0.89% | |
| Mercer Global Advisors Inc | 0.08% | 1,415,493 | $67,894,111 | $67,292,537 | -$601,574 | -0.89% | |
| United Capital Financial Advisors, Llc | 0.36% | 1,357,212 | $65,059,735 | $64,521,858 | -$537,877 | -0.83% | |
| Lpl Financial Llc | 0.01% | 1,170,165 | $56,126,955 | $55,629,644 | -$497,311 | -0.89% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.50% | 826,147 | $38,539,746 | $39,275,028 | +$735,282 | +1.91% | |
| Financial Engines Advisors L.L.C. | 0.06% | 677,616 | $32,501,842 | $32,213,865 | -$287,977 | -0.89% | |
| Commonwealth Equity Services, Llc | 0.04% | 642,141 | $29,955,890 | $30,527,383 | +$571,493 | +1.91% | |
| Wealthcare Advisory Partners Llc | 0.44% | 554,718 | $25,877,592 | $26,371,294 | +$493,702 | +1.91% | |
| Gerber Kawasaki Wealth & Investment Management | 0.64% | 540,742 | $25,225,648 | $25,706,875 | +$481,227 | +1.91% | |
| Alaska Wealth Advisors, Llc | 2.56% | 492,292 | $23,612,787 | $23,403,562 | -$209,225 | -0.89% | |
| Ubs Group Ag | 0.00% | 485,685 | $23,295,881 | $23,089,465 | -$206,416 | -0.89% | |
| Jpmorgan Chase & Co | 0.00% | 361,054 | $17,319,796 | $17,164,507 | -$155,289 | -0.90% | |
| Stifel Financial Corp | 0.01% | 327,015 | $15,685,240 | $15,546,293 | -$138,947 | -0.89% | |
| Betterment Llc | 0.02% | 291,079 | $13,963,000 | $13,837,896 | -$125,104 | -0.90% | |
| Raymond James Financial Inc | 0.00% | 280,152 | $13,437,475 | $13,318,426 | -$119,049 | -0.89% | |
| Ameriprise Financial Inc | 0.00% | 268,727 | $12,918,589 | $12,775,282 | -$143,307 | -1.11% | |
| Truist Financial Corp | 0.01% | 265,986 | $12,408,233 | $12,644,974 | +$236,741 | +1.91% | |
| Sei Investments Co | 0.01% | 228,444 | $10,957,350 | $10,860,228 | -$97,122 | -0.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 225,739 | $10,521,707 | $10,731,632 | +$209,925 | +2.00% | |
| Cetera Investment Advisers | 0.01% | 205,412 | $9,852,604 | $9,765,286 | -$87,318 | -0.89% | |
| Symmetry Partners, Llc | 0.50% | 209,903 | $9,791,986 | $9,978,789 | +$186,803 | +1.91% | |
| Waverly Advisors, Llc | 0.05% | 197,418 | $9,469,131 | $9,385,252 | -$83,879 | -0.89% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.12% | 194,270 | $9,062,711 | $9,235,596 | +$172,885 | +1.91% | |
| Td Private Client Wealth Llc | 0.16% | 192,302 | $8,970,888 | $9,142,037 | +$171,149 | +1.91% | |
| Umb Bank, N.A. | 0.11% | 186,016 | $8,922,258 | $8,843,201 | -$79,057 | -0.89% | |
| Blackrock, Inc. | 0.00% | 181,109 | $8,686,904 | $8,609,922 | -$76,982 | -0.89% | |
| Gamma Investing Llc | 0.28% | 179,586 | $8,377,687 | $8,537,518 | +$159,831 | +1.91% | |
| Prime Capital Investment Advisors, Llc | 0.08% | 175,637 | $8,193,459 | $8,349,783 | +$156,324 | +1.91% | |
| Allworth Financial Lp | 0.03% | 158,979 | $7,625,444 | $7,557,862 | -$67,582 | -0.89% | |
| Trustmark Bank Trust Department | 0.43% | 149,790 | $7,184,677 | $7,121,017 | -$63,660 | -0.89% | |
| Beacon Pointe Advisors, Llc | 0.03% | 146,608 | $7,032,052 | $6,969,744 | -$62,308 | -0.89% | |
| Newedge Advisors, Llc | 0.02% | 139,157 | $6,674,680 | $6,615,524 | -$59,156 | -0.89% | |
| Concurrent Investment Advisors, Llc | 0.04% | 135,367 | $6,314,857 | $6,435,347 | +$120,490 | +1.91% | |
| Farther Finance Advisors, Llc | 0.04% | 127,268 | $5,937,036 | $6,050,321 | +$113,285 | +1.91% | |
| Royal Bank Of Canada | 0.00% | 118,097 | $5,664,000 | $5,614,331 | -$49,669 | -0.88% | |
| Strategies Wealth Advisors, Llc | 0.51% | 117,928 | $5,656,410 | $5,606,297 | -$50,113 | -0.89% | |
| Mml Investors Services, Llc | 0.01% | 117,339 | $5,628,158 | $5,578,296 | -$49,862 | -0.89% | |
| Foster Group, Inc. | 0.15% | 117,759 | $5,493,457 | $5,598,263 | +$104,806 | +1.91% | |
| Osaic Holdings, Inc. | 0.01% | 111,171 | $5,333,234 | $5,285,069 | -$48,165 | -0.90% | |
| Cerity Partners Llc | 0.01% | 110,515 | $5,300,818 | $5,253,883 | -$46,935 | -0.89% | |
| Orion Porfolio Solutions, Llc | 0.04% | 104,645 | $5,019,309 | $4,974,823 | -$44,486 | -0.89% | |
| Cullen/Frost Bankers, Inc. | 0.05% | 104,966 | $4,896,675 | $4,990,084 | +$93,409 | +1.91% | |
| Benjamin Edwards Inc | 0.04% | 98,919 | $4,744,559 | $4,702,609 | -$41,950 | -0.88% | |
| Focus Partners Wealth | 0.00% | 98,851 | $4,741,438 | $4,699,377 | -$42,061 | -0.89% |
Frequently asked questions about SHM
Who are the largest institutional holders of SHM?
The largest institutional holders of SHM reported in the latest SEC Form 13F filings include Bank Of America Corp, Goldman Sachs Group Inc, Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Quent Capital, Llc. InsiderSet ranks institutional holders by their latest reported SHM position.
What is SHM institutional ownership?
This page tracks SHM positions reported by institutional investment managers through SEC Form 13F. SPDR NUVEEN BLOOMBERG SHORT (SHM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHM?
InsiderSet currently tracks 399 institutional managers reporting SHM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHM shareholders.
How much SHM stock do institutions own?
Institutional investment managers disclosed approximately $2.85B in SHM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHM institutional ownership last updated?
The latest SHM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHM position after the reporting date.
Are institutions buying or selling SHM?
Institutional buying and selling can be analyzed by comparing SHM positions across consecutive 13F reporting periods. InsiderSet's SHM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHM ownership changes.
How has SHM institutional ownership changed over time?
InsiderSet tracks SHM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.