SHF Holdings Inc (SHFS) Ownership

0.75 ↓0.00 (-0.03%)

As of April 26, 2024, 3:37pm EST.

Institutions
Mutual Funds

Institutional Ownership

M3F, Inc. is the biggest individual institutional holder of SHF Holdings Inc (SHFS), owning a total of 5 million shares. Combined, the top 33 institutional holders of SHFS own 18.89% of the company with a total of 10.2 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of SHFS by 1 million shares. 11 institutions bought 976,948 total additional shares and increased their ownership by an average of 27.65%. However 1 institutions sold 1,287 total shares and decreased their ownership by an average of 11.1%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SHF Holdings increased by a net total of 975,661 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
M3F, Inc.	9.173%	7.787%	5,000,000	361,210	2023-12-31
Atalaya Capital Management LP	2.785%	0.000%	1,517,924	0	2023-12-31
Walleye Trading Advisors, LLC	0.624%	0.000%	340,372	340,372	2023-12-31
Renaissance Technologies Corp	0.246%	0.000%	134,310	134,310	2023-12-31
TD Waterhouse Canada Inc	0.184%	81.818%	100,000	45,000	2023-12-31
Geode Capital Management, LLC	0.169%	0.000%	92,203	0	2023-12-31
Vanguard Group Inc	0.106%	49.807%	57,914	19,255	2023-12-31
CI Private Wealth LLC	0.073%	0.000%	40,000	0	2023-12-31
National Asset Management Inc	0.066%	158.458%	35,998	22,070	2023-12-31
Janney Montgomery Scott LLC	0.046%	0.000%	25,000	0	2023-12-31
Northern Trust Corp	0.043%	0.000%	23,299	23,299	2023-12-31
Visionary Wealth Advisors	0.040%	0.000%	22,000	0	2023-12-31
XTX Topco Ltd	0.038%	0.000%	20,424	20,424	2023-12-31
Tower Research Capital LLC	0.019%	-11.104%	10,303	-1,287	2023-12-31
Advisory Services Network, LLC	0.018%	0.000%	10,000	10,000	2023-12-31
FNY Investment Advisers, LLC	0.002%	0.000%	1,000	1,000	2023-12-31
Morgan Stanley - Brokerage Accounts	0.000%	0.000%	193	0	2023-12-31
Wells Fargo & Co	0.000%	6.250%	136	8	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
M3F, Inc.	9.173%	7.787%	5,000,000	361,210	2023-12-31
Atalaya Capital Management LP	2.785%	0.000%	1,517,924	0	2023-12-31
Ayrton Capital LLC	2.162%	0.000%	1,178,249	0	2023-09-30
Cohen & Co Financial Management, LLC	1.782%	0.000%	971,204	0	2023-09-30
Anson Funds Management LP	0.959%	0.000%	443,708	443,708	2023-03-31
Walleye Trading Advisors, LLC	0.624%	0.000%	340,372	340,372	2023-12-31
Renaissance Technologies Corp	0.246%	0.000%	134,310	134,310	2023-12-31
Charles Schwab Investment Management Inc	0.244%	81.259%	113,466	50,867	2023-06-30
TD Waterhouse Canada Inc	0.184%	81.818%	100,000	45,000	2023-12-31
Geode Capital Management, LLC	0.169%	0.000%	92,203	0	2023-12-31
Vanguard Group Inc	0.106%	49.807%	57,914	19,255	2023-12-31
Virtu Financial LLC	0.077%	0.000%	41,824	41,824	2023-09-30
CI Private Wealth LLC	0.073%	0.000%	40,000	0	2023-12-31
National Asset Management Inc	0.066%	158.458%	35,998	22,070	2023-12-31
Janney Montgomery Scott LLC	0.046%	0.000%	25,000	0	2023-12-31
Northern Trust Corp	0.043%	0.000%	23,299	23,299	2023-12-31
Visionary Wealth Advisors	0.040%	0.000%	22,000	0	2023-12-31
XTX Topco Ltd	0.038%	0.000%	20,424	20,424	2023-12-31
HRT FINANCIAL LLC	0.022%	0.000%	12,073	12,073	2023-09-30
Tower Research Capital LLC	0.019%	-11.104%	10,303	-1,287	2023-12-31
Advisory Services Network, LLC	0.018%	0.000%	10,000	10,000	2023-12-31
IFP Advisors, LLC	0.009%	0.000%	4,000	4,000	2022-12-31
UBS Group AG	0.004%	69.046%	2,108	861	2023-09-30
FNY Investment Advisers, LLC	0.002%	0.000%	1,000	1,000	2023-12-31
Morgan Stanley - Brokerage Accounts	0.000%	0.000%	193	0	2023-12-31
Wells Fargo & Co	0.000%	6.250%	136	8	2023-12-31
CLEAR STREET LLC	0.000%	0.000%	31	31	2022-09-30
JPMorgan Chase & Co	0.000%	0.000%	24	24	2023-09-30
Bank of America Corp	0.000%	166.667%	16	10	2023-03-31
Beacon Pointe Advisors, LLC	0.000%	-100.000%	0	-25,000	2023-06-30
Vident Investment Advisory, LLC	0.000%	-100.000%	0	-44,450	2023-03-31
Sabby Management LLC	0.000%	-100.000%	0	-1,262,779	2023-09-30
Goldman Sachs Group Inc	0.000%	-100.000%	0	-14,058	2023-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of SHF Holdings Inc (SHFS), owning a total of 513 thousand shares. Combined, the top 16 mutual fund holders of SHFS own 1.95% of the company with a total of 1 million shares.

In the latest ownership report on March 31st 2024, the top 16 fund holders increased their combined ownership of SHFS by 4 thousand shares. 1 funds bought 111 total additional shares and increased their ownership by an average of 0.29%. However 1 funds sold 4,386 total shares and decreased their ownership by an average of 18.82%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding SHF Holdings decreased by a net total of -4,275 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	0.070%	0.288%	38,651	111	2024-03-31
NT Ext Equity Mkt Idx Fd - L	0.034%	-18.825%	18,913	-4,386	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.925%	64.411%	512,546	200,800	2024-02-29
Schwab US Small-Cap ETF™	0.246%	0.000%	113,993	0	2023-08-31
Fidelity® Extended Market Index	0.169%	0.000%	92,106	0	2023-11-30
Fidelity Extended Market Index	0.165%	-0.482%	91,432	-443	2024-02-29
Medical Cannabis and Wellness ETF Acc	0.149%	0.000%	44,450	0	2023-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.070%	0.288%	38,651	111	2024-03-31
Northern Trust Extended Eq Market Idx	0.042%	395.723%	23,299	18,599	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.044%	0.000%	20,499	20,499	2023-03-31
NT Ext Equity Mkt Idx Fd - L	0.034%	-18.825%	18,913	-4,386	2024-03-31
Vanguard Extended Market Index Investor	0.039%	0.000%	18,160	0	2023-08-31
Fidelity Series Total Market Index	0.023%	0.000%	12,966	0	2024-02-29
Fidelity Total Market Index	0.023%	0.000%	12,885	0	2024-02-29
Fidelity Nasdaq Composite Index	0.022%	0.000%	12,386	0	2024-02-29
Spartan Extended Market Index Pool E	0.001%	191.775%	674	443	2024-02-29
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.001%	0.000%	492	492	2023-03-31
Fidelity U.S. Equity Index Ins Trust	0.000%	0.000%	97	97	2024-02-29