SHYD Institutional Ownership & Shareholders

VANECK SH HI YLD MUNI (SHYD) is currently held by 148 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $289.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of SHYD tracked by InsiderSet, reporting ownership valued at approximately $41.29M 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 $40.78M, representing an estimated loss of -1.22% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed SHYD value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANECK SH HI YLD MUNI (SHYD).

This page ranks the largest institutional SHYD 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

148

Total Reported Value

$289.20M

Largest Holder

Wells Fargo & Company/Mn

Largest Position

$41.29M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

58

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Wells Fargo & Company/Mn0.01%1,802,842$41,285,092$40,780,286-$504,806-1.22%
Mercer Global Advisors Inc0.05%1,664,379$38,114,272$37,648,253-$466,019-1.22%
Morgan Stanley0.00%985,273$22,562,767$22,286,875-$275,892-1.22%
Bank Of America Corp0.00%763,347$17,480,652$17,266,909-$213,743-1.22%
Lpl Financial Llc0.00%450,693$10,320,859$10,194,676-$126,183-1.22%
Fragasso Financial Advisors Inc0.51%455,973$10,067,878$10,314,109+$246,231+2.45%
Sykon Capital Llc3.02%427,956$9,800,188$9,680,365-$119,823-1.22%
Waterway Wealth Management, Llc1.49%357,822$7,843,458$8,093,934+$250,476+3.19%
First Foundation Advisors0.26%316,390$7,245,331$7,156,742-$88,589-1.22%
Dakota Wealth Management0.14%298,732$6,840,960$6,757,318-$83,642-1.22%
Ameriprise Financial Inc0.00%289,216$6,623,179$6,542,066-$81,113-1.22%
Commonwealth Equity Services, Llc0.01%258,202$5,912,830$5,840,529-$72,301-1.22%
Raymond James Financial Inc0.00%236,317$5,411,659$5,345,491-$66,168-1.22%
Envestnet Asset Management Inc0.00%194,909$4,463,407$4,408,842-$54,565-1.22%
Great Valley Advisor Group, Inc.0.07%191,833$4,392,989$4,339,262-$53,727-1.22%
Royal Bank Of Canada0.00%162,009$3,711,000$3,664,644-$46,356-1.25%
Osaic Holdings, Inc.0.00%136,132$3,117,478$3,079,306-$38,172-1.22%
Waverly Advisors, Llc0.02%130,349$2,984,989$2,948,494-$36,495-1.22%
Truist Financial Corp0.00%129,905$2,847,527$2,938,451+$90,924+3.19%
Midwestern Financial, Llc1.99%124,317$2,846,848$2,812,051-$34,797-1.22%
Cetera Investment Advisers0.00%120,135$2,751,082$2,717,454-$33,628-1.22%
Dynamic Advisor Solutions Llc0.07%116,470$2,553,022$2,634,551+$81,529+3.19%
Ubs Group Ag0.00%110,316$2,526,236$2,495,348-$30,888-1.22%
Sage Financial Group Inc0.12%101,736$2,230,054$2,301,268+$71,214+3.19%
Jones Financial Companies Lllp0.00%96,066$2,201,838$2,173,013-$28,825-1.31%
High Net Worth Advisory Group Llc0.46%100,000$2,192,000$2,262,000+$70,000+3.19%
Cliftonlarsonallen Wealth Advisors, Llc0.03%90,951$1,993,646$2,057,312+$63,666+3.19%
Mariner, Llc0.00%73,520$1,683,608$1,663,022-$20,586-1.22%
Wealthspire Advisors, Llc0.01%72,357$1,656,976$1,636,715-$20,261-1.22%
Hamilton Wealth, Llc0.30%71,478$1,636,839$1,616,832-$20,007-1.22%
Willis Johnson & Associates, Inc.0.09%70,393$1,611,993$1,592,290-$19,703-1.22%
Elequin Capital, Lp0.05%65,662$1,503,660$1,485,274-$18,386-1.22%
Rehmann Capital Advisory Group0.07%62,205$1,424,506$1,407,077-$17,429-1.22%
Croban0.62%61,276$1,402,580$1,386,063-$16,517-1.18%
Rmr Wealth Builders0.08%60,444$1,324,925$1,367,243+$42,318+3.19%
Pure Financial Advisors, Llc0.02%57,081$1,307,150$1,291,172-$15,978-1.22%
Equitable Holdings, Inc.0.01%56,039$1,283,302$1,267,602-$15,700-1.22%
Newedge Advisors, Llc0.00%54,597$1,250,261$1,234,984-$15,277-1.22%
Breakwater Capital Group0.14%53,850$1,180,402$1,218,087+$37,685+3.19%
Cary Street Partners Financial Llc0.02%49,361$1,130,367$1,116,546-$13,821-1.22%
Oasis Advisors, Llc0.46%50,185$1,100,045$1,135,185+$35,140+3.19%
Sanctuary Advisors, Llc0.01%47,354$1,084,396$1,071,147-$13,249-1.22%
Cascade Financial Partners, Llc0.09%46,667$1,068,674$1,055,608-$13,066-1.22%
Gwn Securities Inc.0.17%45,010$1,030,729$1,018,126-$12,603-1.22%
Blake Schutter Theil Wealth Advisors, Llc0.64%41,000$938,900$927,420-$11,480-1.22%
Dean Investment Associates, Llc0.12%41,000$938,900$927,420-$11,480-1.22%
Jacobson & Schmitt Advisors, Llc0.15%39,549$905,673$894,598-$11,075-1.22%
Syntegra Private Wealth Group, Llc0.07%40,888$896,265$924,887+$28,622+3.19%
Davenport & Co Llc0.00%39,328$862,063$889,599+$27,536+3.19%
Fifth Third Securities, Inc.0.04%37,900$830,768$857,298+$26,530+3.19%
Showing 50 of 148

Frequently asked questions about SHYD

  • Who are the largest institutional holders of SHYD?

    The largest institutional holders of SHYD reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Mercer Global Advisors Inc, Morgan Stanley, Bank Of America Corp, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported SHYD position.

  • What is SHYD institutional ownership?

    This page tracks SHYD positions reported by institutional investment managers through SEC Form 13F. VANECK SH HI YLD MUNI (SHYD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SHYD?

    InsiderSet currently tracks 148 institutional managers reporting SHYD 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 SHYD shareholders.

  • How much SHYD stock do institutions own?

    Institutional investment managers disclosed approximately $289.20M in SHYD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SHYD institutional ownership last updated?

    The latest SHYD 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 SHYD 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 SHYD position after the reporting date.

  • Are institutions buying or selling SHYD?

    Institutional buying and selling can be analyzed by comparing SHYD positions across consecutive 13F reporting periods. InsiderSet's SHYD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHYD ownership changes.

  • How has SHYD institutional ownership changed over time?

    InsiderSet tracks SHYD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.