SHYM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $21.33
52W Range $21–$22

SHYM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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range
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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.91Paid monthly
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 1, 2026$0.08USD≈4.4%
Aug 3, 2026$0.08USD—
Jul 1, 2026$0.07USD—
Jun 1, 2026$0.06USD—
May 1, 2026$0.08USD—
Apr 1, 2026$0.08USD—
Mar 2, 2026$0.08USD—
Feb 2, 2026$0.08USD—
Dec 19, 2025$0.10USD—
Dec 1, 2025$0.08USD—
Nov 3, 2025$0.09USD—
Oct 1, 2025$0.08USD—
Sep 2, 2025$0.08USD—
Aug 1, 2025$0.08USD—
Jul 1, 2025$0.08USD—
Jun 2, 2025$0.09USD—
May 1, 2025$0.09USD—
Apr 1, 2025$0.09USD—
Mar 3, 2025$0.08USD—
Feb 3, 2025$0.08USD—

Institutional owners (13F) 159 filers · $462.3M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 159
Value held $462.3M
New positions 21
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
21 (-8 vs prior Q) 10 (-7 vs prior Q) 67 (-1 vs prior Q) 36 (+13 vs prior Q) +9.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Orgel Wealth Management, LLC $182,886,909 8,146,410 39.56% Shares
LPL Financial LLC $59,060,299 2,630,748 12.78% Shares
COMMONWEALTH EQUITY SERVICES, LLC $29,671,941 1,321,690 6.42% Shares
OSAIC HOLDINGS, INC. $18,815,492 838,089 4.07% Shares
ENVESTNET ASSET MANAGEMENT INC $17,111,350 762,198 3.70% Shares
JPMORGAN CHASE & CO $9,328,139 415,599 2.02% Shares
HighTower Advisors, LLC $8,338,126 371,409 1.80% Shares
Quotient Wealth Partners, LLC $7,262,306 323,488 1.57% Shares
Dynasty Wealth Management, LLC $7,128,097 317,510 1.54% Shares
Trust Co $6,429,047 291,964 1.39% Shares
Prentice Wealth Management LLC $5,546,228 247,048 1.20% Shares
MML INVESTORS SERVICES, LLC $4,875,504 217,172 1.05% Shares
FORTE ASSET MANAGEMENT LLC $4,006,123 178,446 0.87% Shares
Evergreen Wealth Partners LLC $3,653,105 162,722 0.79% Shares
Rialto Wealth Management, LLC $3,626,035 161,516 0.78% Shares
IHT Wealth Management, LLC $3,525,105 157,020 0.76% Shares
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $3,461,252 154,176 0.75% Shares
Ashton Thomas Private Wealth, LLC $3,106,407 138,370 0.67% Shares
Vertex Planning Partners, LLC $3,051,471 135,923 0.66% Shares
Cetera Investment Advisers $2,419,195 107,759 0.52% Shares
FourThought Financial Partners, LLC $2,384,889 106,231 0.52% Shares
TRUIST FINANCIAL CORP $2,361,091 105,171 0.51% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $2,163,072 96,618 0.47% Shares
DeLarme Wealth Management, Inc. $2,158,208 96,134 0.47% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,988,549 88,577 0.43% Shares
Legacy Advisory Services, LLC $1,800,490 80,200 0.39% Shares
Ausdal Financial Partners, Inc. $1,773,349 78,991 0.38% Shares
Private Advisor Group, LLC $1,735,943 77,325 0.38% Shares
Aspen Wealth Management LLC $1,683,911 75,007 0.36% Shares
H D Vest Advisory Services $1,603,331 71,866 0.35% Shares
WCG Wealth Advisors LLC $1,569,861 69,927 0.34% Shares
Keebeck Wealth Management $1,535,715 68,406 0.33% Shares
SK Wealth Management, LLC $1,425,849 64,431 0.31% Shares
Elequin Capital, LP $1,416,528 63,097 0.31% Shares
COFG Advisors, LLC $1,329,399 59,216 0.29% Shares
Ellis Investment Partners, LLC $1,223,248 54,487 0.26% Shares
Vestmark Advisory Solutions, Inc. $1,210,998 53,942 0.26% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $1,185,504 53,449 0.26% Shares
Diversify Advisory Services, LLC $1,185,504 53,449 0.26% Shares
Joseph Group Capital Management $1,184,821 52,776 0.26% Shares
MBA Advisors LLC $1,163,471 51,825 0.25% Shares
Stratos Wealth Partners, LTD. $1,124,303 50,080 0.24% Shares
Envestnet Portfolio Solutions, Inc. $1,117,673 49,785 0.24% Shares
Wealth Advisors of Tampa Bay, LLC $1,010,250 45,000 0.22% Shares
World Investment Advisors $999,474 44,520 0.22% Shares
Indivisible Partners $990,292 44,111 0.21% Shares
Tolleson Wealth Management, Inc. $965,911 43,025 0.21% Shares
Financial Engines Advisors L.L.C. $962,095 42,855 0.21% Shares
Objective Capital Management, LLC $938,331 41,796 0.20% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $923,996 41,342 0.20% Shares

Show all 159 institutional owners →

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