SHF Ownership | Who Owns SHF?


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SHF Ownership Summary


SHF is owned by 1.00% institutional investors, 41.96% insiders, and 57.04% retail investors. M3f is the largest institutional shareholder, holding 0% of SHFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.93% of its assets in SHF shares.

SHFS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSHF1.00%41.96%57.04%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
M3f---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f---

Top Buyers

HolderShares% AssetsChange
M3f---278.34K

Top Sellers

HolderShares% AssetsChange
M3f---278.34K

Sold Out

HolderChange
M3f-278.34K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251-96.00%278,342-96.92%137.68%--100.00%1-50.00%
Dec 31, 20242519.05%9,051,4626.19%1276.79%14100.00%2-60.00%
Sep 30, 202421-4.55%8,523,9632.46%-136.35%7-46.15%566.67%
Jun 30, 20242215.79%8,319,6421.07%-135.04%138.33%3-
Mar 31, 202419-9.52%8,231,8539.71%-157.68%12-7.69%350.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv25.80K0.93%-563.00
Fidelity Extended Market Index9.34K0.34%-
Vanguard Institutional Extnd Mkt Idx Tr7.59K0.27%5.65K
Fidelity Series Total Market Index2.46K0.09%-
Northern Trust Extended Eq Market Idx946.000.03%-
NT Ext Equity Mkt Idx Fd - L946.000.03%-
Spartan Extended Market Index Pool F888.000.03%-
Spartan Total Market Index Pool G683.000.02%-
Fidelity Total Market Index645.000.02%-
Spartan Extended Market Index Pool E9.48K0.02%3.67K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 14, 2023Seefried Sundie Chief Executive OfficerBuy$23.74K
Dec 14, 2023Fagan Doug-Buy$14.58K
Dec 11, 2023Roda Dan EVP & Chief Operating OfficerBuy$999.90
Dec 05, 2023Niehaus Jonathon-Buy$3.75K
Dec 11, 2023Niehaus Jonathon-Buy$9.36K

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2023 Q416-
2023 Q218-
2022 Q4--

SHFS Ownership FAQ


Who Owns SHF?

SHF shareholders are primarily institutional investors at 1.00%, followed by 41.96% insiders and 57.04% retail investors. The average institutional ownership in SHF's industry, Regional Banks Stocks, is 53.95%, which SHF falls below.

Does Blackrock own SHF?

BlackRock is not among the top 10 institutional shareholders of SHF.

Who is SHF’s biggest shareholder by percentage of total assets invested?

M3f is SHF’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 SHF shares, valued at 0$.

Who is the top mutual fund holder of SHF shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of SHF shares, with 0.93% of its total shares outstanding invested in 25.8K SHF shares.

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