SHYM — Institutional owners (13F)
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.
| 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 |
| NewEdge Advisors, LLC | $847,065 | 37,732 | 0.18% | Shares |
| Legacy Edge Advisors, LLC | $840,483 | 37,438 | 0.18% | Shares |
| Beacon Pointe Advisors, LLC | $818,355 | 36,452 | 0.18% | Shares |
| Orion Porfolio Solutions, LLC | $761,594 | 33,924 | 0.16% | Shares |
| Marietta Wealth Management, LLC | $759,641 | 33,837 | 0.16% | Shares |
| ShoreHaven Wealth Partners, LLC | $758,664 | 33,794 | 0.16% | Shares |
| Advisory Resource Group | $726,707 | 32,370 | 0.16% | Shares |
| Tortuga Wealth Management, Inc | $698,008 | 31,092 | 0.15% | Shares |
| JANE STREET GROUP, LLC | $697,566 | 31,072 | 0.15% | Shares |
| BETO FINANCIAL GROUP, LLC | $689,323 | 30,953 | 0.15% | Shares |
| Per Stirling Capital Management, LLC. | $677,429 | 30,175 | 0.15% | Shares |
| Creative Planning | $660,501 | 29,421 | 0.14% | Shares |
| Kestra Advisory Services, LLC | $648,271 | 28,876 | 0.14% | Shares |
| Beta Wealth Group, Inc. | $646,782 | 28,810 | 0.14% | Shares |
| &PARTNERS | $644,172 | 28,694 | 0.14% | Shares |
| Weitzel Financial Services, Inc. | $634,383 | 28,327 | 0.14% | Shares |
| OLD MISSION CAPITAL LLC | $618,250 | 27,539 | 0.13% | Shares |
| Destiny Wealth Partners, LLC | $614,910 | 27,780 | 0.13% | Shares |
| FOCUSED ALPHA, LLC | $599,618 | 26,709 | 0.13% | Shares |
| Summit Financial, LLC | $582,699 | 25,955 | 0.13% | Shares |
| RFG Advisory, LLC | $579,188 | 25,799 | 0.13% | Shares |
| Apollon Wealth Management, LLC | $566,481 | 25,233 | 0.12% | Shares |
| Atria Wealth Solutions, Inc. | $532,584 | 23,872 | 0.12% | Shares |
| Kuhn & Co Investment Counsel | $532,514 | 23,720 | 0.12% | Shares |
| Orion Portfolio Solutions, LLC | $518,848 | 22,887 | 0.11% | Shares |
| RETIREMENT PLANNING GROUP, LLC / NY | $518,088 | 23,077 | 0.11% | Shares |
| Sovereign Financial Group, Inc. | $504,945 | 22,492 | 0.11% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $492,810 | 21,951 | 0.11% | Shares |
| SAGESPRING WEALTH PARTNERS, LLC | $482,594 | 21,496 | 0.10% | Shares |
| Private Wealth Asset Management, LLC | $482,002 | 21,470 | 0.10% | Shares |
| Krasney Financial LLC | $472,713 | 21,467 | 0.10% | Shares |
| Sowell Financial Services LLC | $468,672 | 20,876 | 0.10% | Shares |
| Ameritas Advisory Services, LLC | $466,558 | 20,782 | 0.10% | Shares |
| Premier Path Wealth Partners, LLC | $465,770 | 20,747 | 0.10% | Shares |
| Horizon Wealth Management, LLC | $453,134 | 20,184 | 0.10% | Shares |
| Dynamic Advisor Solutions LLC | $446,196 | 19,875 | 0.10% | Shares |
| Veracity Capital LLC | $444,532 | 19,801 | 0.10% | Shares |
| FLAGSHIP HARBOR ADVISORS, LLC | $442,596 | 19,715 | 0.10% | Shares |
| Serenity Investment Advisors | $442,389 | 19,995 | 0.10% | Shares |
| Advyzon Investment Management, LLC | $417,480 | 18,596 | 0.09% | Shares |
| Tower Research Capital LLC (TRC) | $399,745 | 17,806 | 0.09% | Shares |
| Bedel Financial Consulting, Inc. | $387,090 | 17,242 | 0.08% | Shares |
| Cornerstone Wealth Management, LLC | $378,605 | 16,864 | 0.08% | Shares |
| Equitable Holdings, Inc. | $356,032 | 15,859 | 0.08% | Shares |
| ARQ WEALTH ADVISORS, LLC | $355,360 | 16,000 | 0.08% | Shares |
| PERSPECTIVE WEALTH ADVISORS LLC | $349,255 | 15,557 | 0.08% | Shares |
| Camarda Financial Advisors, LLC | $340,388 | 15,162 | 0.07% | Shares |
| Advisory Services Network, LLC | $329,821 | 14,691 | 0.07% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $329,806 | 14,691 | 0.07% | Shares |
| Capital Asset Advisory Services LLC | $329,806 | 14,691 | 0.07% | Shares |
| Brookwood Investment Group LLC | $320,608 | 14,281 | 0.07% | Shares |
| ALTERNA WEALTH MANAGEMENT, INC | $318,027 | 14,166 | 0.07% | Shares |
| PRINCIPAL SECURITIES, INC. | $316,829 | 14,113 | 0.07% | Shares |
| Arrowroot Family Office, LLC | $316,208 | 14,085 | 0.07% | Shares |
| Parallel Advisors, LLC | $314,344 | 14,001 | 0.07% | Shares |
| Integrated Wealth Concepts LLC | $309,523 | 13,787 | 0.07% | Shares |
| Vawter Financial, Ltd. | $308,822 | 13,756 | 0.07% | Shares |
| CASTLE WEALTH MANAGEMENT LLC | $304,534 | 13,565 | 0.07% | Shares |
| HARBOUR INVESTMENTS, INC. | $302,738 | 13,485 | 0.07% | Shares |
| SIGNATUREFD, LLC | $300,830 | 13,400 | 0.07% | Shares |
| Vision Retirement, LLC | $289,745 | 12,906 | 0.06% | Shares |
| Bowman & Co S.C. | $287,749 | 12,950 | 0.06% | Shares |
| FIDUCIARY FINANCIAL ADVISORS | $276,424 | 12,313 | 0.06% | Shares |
| Wealthcare Advisory Partners LLC | $271,221 | 12,081 | 0.06% | Shares |
| Alpha Financial Partners LLC | $257,429 | 11,467 | 0.06% | Shares |
| M Wealth Management, LLC | $251,440 | 11,200 | 0.05% | Shares |
| NewEdge Wealth, LLC | $250,991 | 11,180 | 0.05% | Shares |
| WealthCare Investment Partners, LLC | $239,925 | 10,687 | 0.05% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $226,072 | 10,070 | 0.05% | Shares |
| DIVERSIFIED TRUST CO | $224,500 | 10,000 | 0.05% | Shares |
| Mutual Advisors, LLC | $223,901 | 9,973 | 0.05% | Shares |
| Triad Wealth Partners, LLC | $213,276 | 9,668 | 0.05% | Shares |
| Perigon Wealth Management, LLC | $209,436 | 9,329 | 0.05% | Shares |
| Dorsey & Whitney Trust CO LLC | $208,291 | 9,278 | 0.05% | Shares |
| JFS WEALTH ADVISORS, LLC | $195,296 | 8,869 | 0.04% | Shares |
| AMERIFLEX GROUP, INC. | $193,766 | 8,631 | 0.04% | Shares |
| IFP Advisors, Inc | $181,665 | 8,092 | 0.04% | Shares |
| PRIVATE TRUST CO NA | $168,016 | 7,484 | 0.04% | Shares |
| Kings Path Partners LLC | $156,014 | 6,949 | 0.03% | Shares |
| N.E.W. Advisory Services LLC | $152,301 | 6,784 | 0.03% | Shares |
| Farther Finance Advisors, LLC | $141,910 | 6,321 | 0.03% | Shares |
| Atlantic Edge Private Wealth Management, LLC | $112,250 | 5,000 | 0.02% | Shares |
| COMERICA BANK | $93,568 | 4,211 | 0.02% | Shares |
| AE Wealth Management LLC | $91,479 | 4,075 | 0.02% | Shares |
| FIFTH THIRD BANCORP | $87,510 | 3,898 | 0.02% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $77,461 | 3,455 | 0.02% | Shares |
| GGM Financial LLC | $76,779 | 3,420 | 0.02% | Shares |
| Sunbelt Securities, Inc. | $75,715 | 3,438 | 0.02% | Shares |
| BlackRock, Inc. | $62,164 | 2,769 | 0.01% | Shares |
| Signature Equity Partners, LLC | $57,517 | 2,562 | 0.01% | Shares |
| Steward Partners Investment Advisory, LLC | $55,016 | 2,451 | 0.01% | Shares |
| Allworth Financial LP | $46,056 | 2,051 | 0.01% | Shares |
| Litman Gregory Wealth Management LLC | $24,694 | 1,111 | 0.01% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23,121 | 1,050 | 0.01% | Shares |
| Spire Wealth Management | $18,701 | 833 | 0.00% | Shares |
| Wilkerson Advisory Group LLC | $13,470 | 600 | 0.00% | Shares |
| Aptus Capital Advisors, LLC | $7,027 | 313 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $4,383 | 195,227 | 0.00% | Shares |
| Portfolio Resources Advisor Group, Inc. | $3,143 | 140 | 0.00% | Shares |
| Capital Analysts, LLC | $3,098 | 137,977 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $2,357 | 105,010 | 0.00% | Shares |
| Golden State Wealth Management, LLC | $2,290 | 102 | 0.00% | Shares |
| CWM, LLC | $1,497 | 68 | 0.00% | Shares |
| PARK AVENUE SECURITIES LLC | $1,089 | 48,492 | 0.00% | Shares |
| Imprint Wealth LLC | $898 | 40 | 0.00% | Shares |
| HRT FINANCIAL LP | $371 | 16,537 | 0.00% | Shares |
| TSFG, LLC | $62 | 2,750 | 0.00% | Shares |
| MORGAN STANLEY | $33 | 1 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $7 | 0 | 0.00% | Shares |