SHF Ownership | Who Owns SHF?
SHF Ownership Summary
SHF is owned by 1.00% institutional investors, 41.96% insiders, and 57.04% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.95% of its assets in SHF shares.
SHFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SHF | 1.00% | 41.96% | 57.04% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 1 | -96.00% | 278,342 | -96.92% | 1 | 37.68% | - | -100.00% | 1 | -50.00% |
| Dec 31, 2024 | 25 | 19.05% | 9,051,462 | 6.19% | 1 | 276.79% | 14 | 100.00% | 2 | -60.00% |
| Sep 30, 2024 | 21 | -4.55% | 8,523,963 | 2.46% | - | 136.35% | 7 | -46.15% | 5 | 66.67% |
| Jun 30, 2024 | 22 | 15.79% | 8,319,642 | 1.07% | - | 135.04% | 13 | 8.33% | 3 | - |
| Mar 31, 2024 | 19 | -9.52% | 8,231,853 | 9.71% | - | 157.68% | 12 | -7.69% | 3 | 50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 26.36K | 0.95% | - |
| Fidelity Extended Market Index | 9.34K | 0.34% | - |
| Fidelity Series Total Market Index | 2.46K | 0.09% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.94K | 0.07% | - |
| Northern Trust Extended Eq Market Idx | 946.00 | 0.03% | - |
| NT Ext Equity Mkt Idx Fd - L | 946.00 | 0.03% | - |
| Spartan Extended Market Index Pool F | 888.00 | 0.03% | - |
| Spartan Total Market Index Pool G | 683.00 | 0.02% | - |
| Fidelity Total Market Index | 645.00 | 0.02% | - |
| Spartan Extended Market Index Pool E | 9.48K | 0.02% | 3.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 14, 2023 | Seefried Sundie | Chief Executive Officer | Buy | $23.74K |
| Dec 14, 2023 | Fagan Doug | - | Buy | $14.58K |
| Dec 11, 2023 | Roda Dan | EVP & Chief Operating Officer | Buy | $999.90 |
| Dec 05, 2023 | Niehaus Jonathon | - | Buy | $3.75K |
| Dec 11, 2023 | Niehaus Jonathon | - | Buy | $9.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2023 Q4 | 16 | - |
| 2023 Q2 | 18 | - |
| 2022 Q4 | - | - |
SHFS Ownership FAQ
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