FIRST TRUST SHAREHOLDER YLD (SHRY) Top Institutional Shareholders
FIRST TRUST SHAREHOLDER YLD (SHRY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.72M in SHRY holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SHRY tracked by InsiderSet, reporting ownership valued at approximately $3.08M 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 $3.02M, representing an estimated loss of -2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed SHRY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Susquehanna International Group, Llp, Manchester Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST SHAREHOLDER YLD (SHRY).
This page ranks the largest institutional SHRY 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
15
Total Reported Value
$9.72M
Largest Holder
Lpl Financial Llc
Largest Position
$3.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
17
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 70,942 | $3,082,907 | $3,018,376 | -$64,531 | -2.09% | |
| Susquehanna International Group, Llp | 0.00% | 48,789 | $2,120,214 | $2,075,830 | -$44,384 | -2.09% | |
| Manchester Financial Inc | 0.25% | 30,386 | $1,320,479 | $1,292,836 | -$27,643 | -2.09% | |
| Fsb Premier Wealth Management, Inc. | 0.29% | 21,469 | $932,962 | $913,444 | -$19,518 | -2.09% | |
| Goldman Sachs Group Inc | 0.00% | 19,223 | $835,370 | $817,883 | -$17,487 | -2.09% | |
| Rfg Advisory, Llc | 0.01% | 8,057 | $350,131 | $342,802 | -$7,329 | -2.09% | |
| Mariner, Llc | 0.00% | 7,342 | $319,050 | $312,381 | -$6,669 | -2.09% | |
| Independent Advisor Alliance | 0.00% | 6,710 | $291,588 | $285,491 | -$6,097 | -2.09% | |
| Allworth Financial Lp | 0.00% | 5,584 | $242,663 | $237,583 | -$5,080 | -2.09% | |
| Harbour Investments, Inc. | 0.00% | 1,449 | $62,969 | $61,651 | -$1,318 | -2.09% | |
| Ubs Group Ag | 0.00% | 1,135 | $49,324 | $48,291 | -$1,033 | -2.09% | |
| Private Trust Co Na | 0.00% | 1,017 | $44,189 | $43,270 | -$919 | -2.08% | |
| Nbc Securities, Inc. | 0.00% | 928 | $40,360 | $39,484 | -$876 | -2.17% | |
| Osaic Holdings, Inc. | 0.00% | 541 | $23,511 | $23,018 | -$493 | -2.10% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $52 | $43 | -$9 | -18.18% |
Frequently asked questions about SHRY
Who owns the most SHRY stock?
The largest holders of SHRY 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 FIRST TRUST SHAREHOLDER YLD (SHRY).
Is SHRY widely held by superinvestors?
Many widely followed stocks like SHRY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHRY 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.