Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Held by 13F filers
22,799,016
68.3% of shares outstanding
Holders
177
+14 vs 2026-03-31 · 28 new, 14 exited
Value
$522.3M
shares +2.8% vs prior quarter
Share classes (cover page of the 10-Q filed 2026-08-03, as of 2026-07-30)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | SHBI · NASDAQ | 33,372,276 | 22,799,016 | 68.3% | 177 | 825107105 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (177 of 177 · 825107105)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,215,010 | 9.63% | $73.8M | +191,443 (+6.3%) |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,774,718 | 5.32% | $40.7M | +91,315 (+5.4%) |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1,345,267 | 4.03% | $30.9M | -31,267 (-2.3%) |
| 4 | AMERICAN CENTURY COMPANIES INC | 1,095,951 | 3.28% | $25.2M | +135,343 (+14.1%) |
| 5 | STATE STREET CORP | 1,029,202 | 3.08% | $23.6M | +104,039 (+11.2%) |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 885,021 | 2.65% | $20.3M | -5,063 (-0.6%) |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 816,475 | 2.45% | $18.7M | +47,534 (+6.2%) |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 768,354 | 2.30% | $17.6M | -245,321 (-24.2%) |
| 9 | Jupiter Topco LLC | 745,516 | 2.23% | $17.1M | NEW |
| 10 | AMERIPRISE FINANCIAL INC | 523,562 | 1.57% | $12.0M | +79,403 (+17.9%) |
| 11 | Atlantic Union Bankshares Corp | 486,930 | 1.46% | $11.2M | — |
| 12 | Nuveen, LLC | 483,359 | 1.45% | $11.1M | +138,548 (+40.2%) |
| 13 | GOLDMAN SACHS GROUP INC | 481,073 | 1.44% | $11.0M | -68,764 (-12.5%) |
| 14 | AQR CAPITAL MANAGEMENT LLC | 476,221 | 1.43% | $10.9M | +40,914 (+9.4%) |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 337,669 | 1.01% | $7.7M | +34,370 (+11.3%) |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 336,589 | 1.01% | $7.7M | -75,622 (-18.3%) |
| 17 | NORTHERN TRUST CORP | 316,028 | 0.95% | $7.3M | +13,140 (+4.3%) |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 299,794 | 0.90% | $6.9M | +51,020 (+20.5%) |
| 19 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 299,231 | 0.90% | $6.9M | NEW |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 279,515 | 0.84% | $6.4M | -68,100 (-19.6%) |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 278,686 | 0.84% | $6.4M | +13,203 (+5.0%) |
| 22 | MORGAN STANLEY | 269,655 | 0.81% | $6.2M | -10,743 (-3.8%) |
| 23 | ALLIANCEBERNSTEIN L.P. | 251,670 | 0.75% | $4.7M | -29,700 (-10.6%) |
| 24 | MILLENNIUM MANAGEMENT LLC | 218,636 | 0.66% | $5.0M | -10,462 (-4.6%) |
| 25 | Bank of New York Mellon Corp | 218,612 | 0.66% | $5.0M | +35,791 (+19.6%) |
| 26 | ALGERT GLOBAL LLC | 213,022 | 0.64% | $4.9M | +201,421 (+1736.2%) |
| 27 | Connor, Clark & Lunn Investment Management Ltd. | 209,893 | 0.63% | $4.8M | -5,926 (-2.7%) |
| 28 | LSV ASSET MANAGEMENT | 204,977 | 0.61% | $4.7M | -5,000 (-2.4%) |
| 29 | VANGUARD FIDUCIARY TRUST CO | 203,275 | 0.61% | $4.7M | +6,154 (+3.1%) |
| 30 | Creative Planning | 195,323 | 0.59% | $4.5M | +20,325 (+11.6%) |
| 31 | CITADEL ADVISORS LLC | 184,514 | 0.55% | $4.2M | +153,417 (+493.3%) |
| 32 | Empowered Funds, LLC | 183,176 | 0.55% | $4.2M | +13,203 (+7.8%) |
| 33 | ACADIAN ASSET MANAGEMENT LLC | 153,584 | 0.46% | $3.5M | -97,947 (-38.9%) |
| 34 | PRUDENTIAL FINANCIAL INC | 153,342 | 0.46% | $3.5M | +420 (+0.3%) |
| 35 | Petiole USA ltd | 147,487 | 0.44% | $3.4M | — |
| 36 | MENDON CAPITAL ADVISORS CORP | 144,715 | 0.43% | $3.3M | -10,575 (-6.8%) |
| 37 | GENDELL JEFFREY L | 136,840 | 0.41% | $3.1M | — |
| 38 | BANC FUNDS CO LLC | 136,243 | 0.41% | $3.1M | -59,320 (-30.3%) |
| 39 | HoldCo Asset Management, LP | 136,114 | 0.41% | $3.1M | — |
| 40 | Knights of Columbus Asset Advisors LLC | 131,607 | 0.39% | $3.0M | +750 (+0.6%) |
| 41 | Curi Capital, LLC | 126,198 | 0.38% | $2.9M | -7,186 (-5.4%) |
| 42 | FIRST TRUST ADVISORS LP | 114,034 | 0.34% | $2.6M | +4,411 (+4.0%) |
| 43 | CORBYN INVESTMENT MANAGEMENT INC/MD | 112,560 | 0.34% | $2.6M | -26,852 (-19.3%) |
| 44 | BROWN ADVISORY INC | 100,420 | 0.30% | $2.3M | — |
| 45 | Siena Capital Partners GP, LLC | 99,713 | 0.30% | $2.3M | -95,574 (-48.9%) |
| 46 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 99,317 | 0.30% | $2.3M | +7,821 (+8.5%) |
| 47 | Fisher Asset Management, LLC | 97,659 | 0.29% | $2.2M | — |
| 48 | TWO SIGMA INVESTMENTS, LP | 97,290 | 0.29% | $2.2M | +44,679 (+84.9%) |
| 49 | Quantinno Capital Management LP | 93,187 | 0.28% | $2.1M | +27,376 (+41.6%) |
| 50 | LAZARD ASSET MANAGEMENT LLC | 90,416 | 0.27% | $2.1M | +2,908 (+3.3%) |
| 51 | PRICE T ROWE ASSOCIATES INC /MD/ | 79,203 | 0.24% | $1.8M | +12,477 (+18.7%) |
| 52 | UBS Group AG | 74,715 | 0.22% | $1.7M | +21,801 (+41.2%) |
| 53 | SALZHAUER MICHAEL | 72,357 | 0.22% | $1.7M | — |
| 54 | BARCLAYS PLC | 68,229 | 0.20% | $1.6M | +4,265 (+6.7%) |
| 55 | Hoxton Planning & Management, LLC | 66,634 | 0.20% | $1.5M | — |
| 56 | Jackson Creek Investment Advisors LLC | 65,208 | 0.20% | $1.6M | NEW |
| 57 | IEQ CAPITAL, LLC | 64,713 | 0.19% | $1.5M | +13,504 (+26.4%) |
| 58 | TRED AVON FAMILY WEALTH, LLC | 62,243 | 0.19% | $1.4M | — |
| 59 | D. E. Shaw & Co., Inc. | 55,940 | 0.17% | $1.3M | +6,647 (+13.5%) |
| 60 | BANK OF AMERICA CORP /DE/ | 55,403 | 0.17% | $1.3M | -21,522 (-28.0%) |
| 61 | LPL Financial LLC | 51,882 | 0.16% | $1.2M | -732 (-1.4%) |
| 62 | Equitable Holdings, Inc. | 50,854 | 0.15% | $1.2M | — |
| 63 | FRANKLIN RESOURCES INC | 50,679 | 0.15% | $1.2M | -9,619 (-16.0%) |
| 64 | PRINCIPAL FINANCIAL GROUP INC | 47,590 | 0.14% | $1.1M | +2,957 (+6.6%) |
| 65 | Invesco Ltd. | 44,189 | 0.13% | $1.0M | -769 (-1.7%) |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,331 | 0.13% | $994K | +21,958 (+102.7%) |
| 67 | RHUMBLINE ADVISERS | 40,046 | 0.12% | $919K | +1,365 (+3.5%) |
| 68 | FMR LLC | 31,506 | 0.09% | $723K | +15,436 (+96.1%) |
| 69 | CITIGROUP INC | 31,060 | 0.09% | $713K | +8,226 (+36.0%) |
| 70 | DEUTSCHE BANK AG\ | 30,605 | 0.09% | $702K | -1,704 (-5.3%) |
| 71 | ZACKS INVESTMENT MANAGEMENT | 28,868 | 0.09% | $663K | +3,192 (+12.4%) |
| 72 | WELLS FARGO & COMPANY/MN | 28,863 | 0.09% | $662K | +15,311 (+113.0%) |
| 73 | ALPS ADVISORS INC | 28,215 | 0.08% | $648K | +262 (+0.9%) |
| 74 | Russell Investments Group, Ltd. | 27,875 | 0.08% | $640K | +25,069 (+893.4%) |
| 75 | Squarepoint Ops LLC | 27,571 | 0.08% | $633K | NEW |
| 76 | ROYAL BANK OF CANADA | 25,603 | 0.08% | $587K | -2,498 (-8.9%) |
| 77 | MERCER GLOBAL ADVISORS INC /ADV | 24,963 | 0.07% | $573K | +4,984 (+24.9%) |
| 78 | DIVERSIFY WEALTH MANAGEMENT, LLC | 20,910 | 0.06% | $500K | +119 (+0.6%) |
| 79 | Diversify Advisory Services, LLC | 20,910 | 0.06% | $500K | NEW |
| 80 | STRS OHIO | 20,600 | 0.06% | $473K | +3,700 (+21.9%) |
| 81 | Janney Montgomery Scott LLC | 19,755 | 0.06% | $453K | -125 (-0.6%) |
| 82 | RAYMOND JAMES FINANCIAL INC | 19,672 | 0.06% | $451K | +89 (+0.5%) |
| 83 | MetLife Investment Management, LLC | 19,480 | 0.06% | $447K | +2,403 (+14.1%) |
| 84 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 19,444 | 0.06% | $446K | NEW |
| 85 | XTX Topco Ltd | 19,147 | 0.06% | $439K | -2,657 (-12.2%) |
| 86 | Trexquant Investment LP | 18,994 | 0.06% | $436K | NEW |
| 87 | Mariner, LLC | 18,868 | 0.06% | $433K | -9,230 (-32.8%) |
| 88 | MARSHALL WACE, LLP | 18,823 | 0.06% | $432K | NEW |
| 89 | Fiduciary Trust Co | 18,720 | 0.06% | $430K | +3,939 (+26.6%) |
| 90 | Sequoia Financial Advisors, LLC | 18,196 | 0.05% | $418K | NEW |
| 91 | Rafferty Asset Management, LLC | 17,687 | 0.05% | $406K | -5,294 (-23.0%) |
| 92 | ANCHYRA PARTNERS LLC | 16,311 | 0.05% | $374K | +2,771 (+20.5%) |
| 93 | Sanctuary Advisors, LLC | 16,167 | 0.05% | $371K | -2,910 (-15.3%) |
| 94 | Quantbot Technologies LP | 16,114 | 0.05% | $370K | +5,041 (+45.5%) |
| 95 | SEI INVESTMENTS CO | 15,724 | 0.05% | $361K | -9,510 (-37.7%) |
| 96 | Engineers Gate Manager LP | 15,240 | 0.05% | $350K | -14,830 (-49.3%) |
| 97 | SG Americas Securities, LLC | 14,766 | 0.04% | $339K | +2,394 (+19.4%) |
| 98 | Sterling Capital Management LLC | 14,721 | 0.04% | $338K | -264 (-1.8%) |
| 99 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 14,447 | 0.04% | $332K | -246 (-1.7%) |
| 100 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 14,025 | 0.04% | $322K | — |
| 101 | Commonwealth Financial Services, LLC | 13,834 | 0.04% | $317K | +239 (+1.8%) |
| 102 | JPMORGAN CHASE & CO | 13,591 | 0.04% | $313K | +769 (+6.0%) |
| 103 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,237 | 0.04% | $300K | NEW |
| 104 | Integrated Advisors Network LLC | 12,772 | 0.04% | $293K | +206 (+1.6%) |
| 105 | BNP PARIBAS FINANCIAL MARKETS | 12,725 | 0.04% | $292K | +6,142 (+93.3%) |
| 106 | Vanguard Global Advisers, LLC | 12,615 | 0.04% | $290K | — |
| 107 | AIRE ADVISORS, LLC | 12,339 | 0.04% | $283K | NEW |
| 108 | BANK OF NOVA SCOTIA | 12,203 | 0.04% | $280K | NEW |
| 109 | Arax Advisory Partners | 11,995 | 0.04% | $275K | +11,864 (+9056.5%) |
| 110 | Qube Research & Technologies Ltd | 11,247 | 0.03% | $258K | -170,334 (-93.8%) |
| 111 | DF DENT & CO INC | 10,400 | 0.03% | $239K | -4,100 (-28.3%) |
| 112 | Quotient Wealth Partners, LLC | 9,778 | 0.03% | $224K | -2,484 (-20.3%) |
| 113 | CHAPIN DAVIS, INC. | 9,775 | 0.03% | $224K | NEW |
| 114 | ELCO Management Co., LLC | 9,715 | 0.03% | $223K | -436 (-4.3%) |
| 115 | BARLOW WEALTH PARTNERS, LLC | 9,696 | 0.03% | $215K | NEW |
| 116 | Aigen Investment Management, LP | 9,479 | 0.03% | $218K | -2,393 (-20.2%) |
| 117 | Valmark Advisers, Inc. | 9,301 | 0.03% | $213K | NEW |
| 118 | MARTINGALE ASSET MANAGEMENT L P | 9,300 | 0.03% | $213K | -18,100 (-66.1%) |
| 119 | Park Capital Management, LLC / WI | 9,248 | 0.03% | $212K | NEW |
| 120 | NEW YORK STATE COMMON RETIREMENT FUND | 9,234 | 0.03% | $212K | — |
| 121 | FourThought Financial Partners, LLC | 9,044 | 0.03% | $208K | NEW |
| 122 | Police & Firemen's Retirement System of New Jersey | 8,621 | 0.03% | $198K | — |
| 123 | PNC Financial Services Group, Inc. | 8,535 | 0.03% | $196K | +4,087 (+91.9%) |
| 124 | Aquatic Capital Management LLC | 8,444 | 0.03% | $194K | +7,274 (+621.7%) |
| 125 | IFP Advisors, Inc | 6,116 | 0.02% | $140K | +2,068 (+51.1%) |
| 126 | Parallel Advisors, LLC | 5,253 | 0.02% | $121K | +417 (+8.6%) |
| 127 | FEDERATED HERMES, INC. | 5,164 | 0.02% | $119K | +379 (+7.9%) |
| 128 | State of Alaska, Department of Revenue | 4,138 | 0.01% | $94K | — |
| 129 | Farther Finance Advisors, LLC | 4,127 | 0.01% | $95K | +1,454 (+54.4%) |
| 130 | Legal & General Group Plc | 3,048 | 0.01% | $70K | +497 (+19.5%) |
| 131 | GAMMA Investing LLC | 2,944 | 0.01% | $68K | +219 (+8.0%) |
| 132 | Rockefeller Capital Management L.P. | 2,864 | 0.01% | $66K | +18 (+0.6%) |
| 133 | Geneos Wealth Management Inc. | 2,727 | 0.01% | $63K | — |
| 134 | Ameritas Investment Partners, Inc. | 2,605 | 0.01% | $60K | — |
| 135 | Tower Research Capital LLC (TRC) | 2,431 | 0.01% | $56K | +272 (+12.6%) |
| 136 | Allworth Financial LP | 1,769 | 0.01% | $41K | +801 (+82.7%) |
| 137 | FINANCIAL CONSULATE, INC | 1,530 | 0.00% | $35K | -100 (-6.1%) |
| 138 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,295 | 0.00% | $30K | — |
| 139 | EverSource Wealth Advisors, LLC | 1,230 | 0.00% | $28K | -990 (-44.6%) |
| 140 | Founders Capital Management | 1,000 | 0.00% | $23K | — |
| 141 | Bay Harbor Wealth Management, LLC | 1,000 | 0.00% | $23K | — |
| 142 | Heritage Wealth Advisors | 1,000 | 0.00% | $23K | — |
| 143 | US BANCORP \DE\ | 564 | 0.00% | $13K | +470 (+500.0%) |
| 144 | NISA INVESTMENT ADVISORS, LLC | 526 | 0.00% | $12K | +10 (+1.9%) |
| 145 | Versant Capital Management, Inc | 466 | 0.00% | $11K | — |
| 146 | LifeSteps Financial, Inc. | 459 | 0.00% | $11K | NEW |
| 147 | Essential Partners LLC | 450 | 0.00% | $10K | -1,026 (-69.5%) |
| 148 | JONES FINANCIAL COMPANIES LLLP | 443 | 0.00% | $10K | +81 (+22.4%) |
| 149 | SIMPLEX TRADING, LLC | 440 | 0.00% | $10K | NEW |
| 150 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 432 | 0.00% | $10K | -1,239 (-74.1%) |
| 151 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 400 | 0.00% | $9K | NEW |
| 152 | SIGNATUREFD, LLC | 390 | 0.00% | $9K | +66 (+20.4%) |
| 153 | HUNTINGTON NATIONAL BANK | 370 | 0.00% | $8K | NEW |
| 154 | ROTHSCHILD INVESTMENT LLC | 341 | 0.00% | $8K | +101 (+42.1%) |
| 155 | TOTH FINANCIAL ADVISORY CORP | 300 | 0.00% | $7K | — |
| 156 | Investors Portfolio Services LLC | 207 | 0.00% | $5K | — |
| 157 | OSAIC HOLDINGS, INC. | 193 | 0.00% | $4K | -56 (-22.5%) |
| 158 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 170 | 0.00% | $4K | — |
| 159 | Quarry LP | 145 | 0.00% | $3K | NEW |
| 160 | PICTON MAHONEY ASSET MANAGEMENT | 103 | 0.00% | $2K | NEW |
| 161 | Optiver Holding B.V. | 76 | 0.00% | $2K | -240 (-75.9%) |
| 162 | ASSETMARK, INC | 76 | 0.00% | $2K | — |
| 163 | Parkside Financial Bank & Trust | 70 | 0.00% | $2K | — |
| 164 | Basecamp Wealth Advisors LLC | 64 | 0.00% | $1K | +13 (+25.5%) |
| 165 | MassMutual Private Wealth & Trust, FSB | 57 | 0.00% | $1K | NEW |
| 166 | True Wealth Design, LLC | 56 | 0.00% | $1K | — |
| 167 | Silver Grove Financial Group, Inc. | 31 | 0.00% | $711 | NEW |
| 168 | Capital Advisors, Ltd. LLC | 25 | 0.00% | $1K | — |
| 169 | Physician Wealth Advisors, Inc. | 20 | 0.00% | $459 | -38 (-65.5%) |
| 170 | Covestor Ltd | 16 | 0.00% | $0 | -20 (-55.6%) |
| 171 | TD PRIVATE CLIENT WEALTH LLC | 10 | 0.00% | $230 | — |
| 172 | Stone House Investment Management, LLC | 10 | 0.00% | $230 | — |
| 173 | CoreCap Advisors, LLC | 8 | 0.00% | $184 | — |
| 174 | SJS Investment Consulting Inc. | 6 | 0.00% | $138 | +4 (+200.0%) |
| 175 | Caitong International Asset Management Co., Ltd | 3 | 0.00% | $69 | NEW |
| 176 | Clearstead Advisors, LLC | 2 | 0.00% | $46 | NEW |
| 177 | Wealth Enhancement Trust Services, Inc. | 2 | 0.00% | $46 | NEW |
Exited since 2026-03-31 (14 filers; largest 14 shown)
| Fourthstone LLC | −421,457 |
| JANUS HENDERSON GROUP PLC | −380,283 |
| Brooklyn Investment Group | −194,032 |
| CWM, LLC | −78,288 |
| BAILARD, INC. | −43,925 |
| Thrivent Financial for Lutherans | −32,360 |
| Man Group plc | −31,709 |
| VARCOV Co. | −20,947 |
| Y-Intercept (Hong Kong) Ltd | −16,372 |
| Entropy Technologies, LP | −10,678 |
| EASTERN BANK | −608 |
| State of Wyoming | −228 |
| QUADRANT CAPITAL GROUP LLC | −174 |
| MAI Capital Management | −117 |
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | SCHEDULE 13G | 2026-04-09 | 2026-03-31 | 1,683,403 | 5% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-27 | 2026-03-13 | 0 | 0% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2026-02-06 | 2025-03-31 | 2,425,534 | 7.3% |
| Fourthstone GP LLC | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | 172,347 | 0.52% |
| Fourthstone LLC | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | 710,862 | 2.13% |
| Fourthstone Master Opportunity Fund Ltd | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | 538,515 | 1.62% |
| Fourthstone QP Opportunity Fund LP | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | 164,867 | 0.49% |
| Fourthstone Small-Cap Financials Fund LP | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | 7,480 | 0.02% |
| L. Phillip Stone, IV | SCHEDULE 13G/A | 2025-05-13 | 2025-03-31 | 710,862 | 2.13% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.