SHF Holdings Inc (SHFS) Ownership

1.22 ↓0.06 (-4.69%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Atalaya Capital Management LP is the biggest individual institutional holder of SHF Holdings Inc (SHFS), owning a total of 1.5 million shares. Combined, the top 44 institutional holders of SHFS own 23.21% of the company with a total of 5.1 million shares.

In the latest ownership report on June 30th 2025, the top 44 institutional holders increased their combined ownership of SHFS by 277 thousand shares. 5 institutions bought 279,668 total additional shares and increased their ownership by an average of 36.49%. However 4 institutions sold 2,730 total shares and decreased their ownership by an average of 75.82%.

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 276,938 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
M3F, Inc.9.546%0.000%278,342278,3422025-06-30
Blue Owl Capital Holdings LP2.603%0.000%75,89702025-06-30
Vanguard Group Inc0.971%0.007%28,30422025-06-30
Geode Capital Management, LLC0.470%-3.277%13,697-4642025-06-30
SJS Investment Consulting Inc.0.388%0.000%11,31302025-06-30
Mariner Wealth Advisors LLC0.367%0.000%10,71002025-06-30
TD Waterhouse Canada Inc0.172%0.000%5,00002025-06-30
Tower Research Capital LLC0.064%151.687%1,8651,1242025-06-30
Fortitude Family Office LLC0.007%0.000%1961962025-06-30
FNY Investment Advisers, LLC0.002%0.000%5002025-06-30
Bank of America Corp0.001%30.769%1742025-06-30
UBS Group AG0.000%-100.000%0-6812025-06-30
National Asset Management Inc0.000%-100.000%0-1,5762025-06-30
Morgan Stanley - Brokerage Accounts0.000%-100.000%0-92025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Atalaya Capital Management LP2.727%0.000%1,517,92402024-06-30
Ayrton Capital LLC2.162%0.000%1,178,24902023-09-30
Cohen & Co Financial Management, LLC1.782%0.000%971,20402023-09-30
Anson Funds Management LP0.959%0.000%443,708443,7082023-03-31
Walleye Trading Advisors, LLC0.614%0.000%340,372340,3722023-12-31
M3F, Inc.9.546%0.000%278,342278,3422025-06-30
Charles Schwab Investment Management Inc0.244%81.259%113,46650,8672023-06-30
Blue Owl Capital Holdings LP2.603%0.000%75,89702025-06-30
CI Private Wealth LLC0.072%0.000%40,00002024-06-30
Vanguard Group Inc0.971%0.007%28,30422025-06-30
Advisory Services Network, LLC0.027%0.000%15,00002024-09-30
Geode Capital Management, LLC0.470%-3.277%13,697-4642025-06-30
TWO SIGMA SECURITIES, LLC0.022%-17.412%12,223-2,5772024-09-30
SJS Investment Consulting Inc.0.388%0.000%11,31302025-06-30
Mariner Wealth Advisors LLC0.367%0.000%10,71002025-06-30
TD Waterhouse Canada Inc0.172%0.000%5,00002025-06-30
IFP Advisors, LLC0.009%0.000%4,0004,0002022-12-31
Tower Research Capital LLC0.064%151.687%1,8651,1242025-06-30
Great Lakes Retirement, INC.0.001%0.000%6006002024-06-30
Fortitude Family Office LLC0.007%0.000%1961962025-06-30
Wells Fargo & Co0.000%1.471%13822024-03-31
FNY Investment Advisers, LLC0.002%0.000%5002025-06-30
CLEAR STREET LLC0.000%0.000%31312022-09-30
Bank of America Corp0.001%30.769%1742025-06-30
JPMorgan Chase & Co0.000%0.000%302025-03-31
XTX Topco Ltd0.000%-100.000%0-1,1802025-03-31
UBS Group AG0.000%-100.000%0-6812025-06-30
Visionary Wealth Advisors0.000%-100.000%0-1,2002025-03-31
Virtu Financial LLC0.000%-100.000%0-7612025-03-31
Vident Investment Advisory, LLC0.000%-100.000%0-44,4502023-03-31
Tortoise Investment Management, LLC0.000%-100.000%0-25,6252024-12-31
StoneX Group Inc0.000%-100.000%0-2,8472025-03-31
SBI Securities Co Ltd0.000%0.000%002025-03-31
Sabby Management LLC0.000%-100.000%0-1,262,7792023-09-30
Renaissance Technologies Corp0.000%-100.000%0-7,3962025-03-31
Northern Trust Corp0.000%-100.000%0-9462025-03-31
National Asset Management Inc0.000%-100.000%0-1,5762025-06-30
Morgan Stanley - Brokerage Accounts0.000%-100.000%0-92025-06-30
Janney Montgomery Scott LLC0.000%-100.000%0-25,0002024-03-31
Ingalls & Snyder LLC0.000%-100.000%0-5,3102025-03-31
HRT FINANCIAL LLC0.000%-100.000%0-9432025-03-31
Goldman Sachs Group Inc0.000%-100.000%0-14,0582023-03-31
Citadel Advisors Llc0.000%-100.000%0-6,5962025-03-31
Beacon Pointe Advisors, LLC0.000%-100.000%0-25,0002023-06-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of SHF Holdings Inc (SHFS), owning a total of 513 thousand shares. Combined, the top 22 mutual fund holders of SHFS own 3.31% of the company with a total of 861 thousand shares.

In the latest ownership report on July 31st 2025, the top 22 fund holders increased their combined ownership of SHFS by 5 thousand shares. 2 funds bought 5,715 total additional shares and increased their ownership by an average of 149.05%. However 3 funds sold 953 total shares and decreased their ownership by an average of 5.35%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding SHF Holdings increased by a net total of 4,762 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv0.885%-2.136%25,798-5632025-07-31
Fidelity Extended Market Index0.318%-0.696%9,278-652025-07-31
Vanguard Institutional Extnd Mkt Idx Tr0.260%290.787%7,5935,6502025-07-31
Fidelity Series Total Market Index0.073%-13.222%2,133-3252025-07-31
Spartan Extended Market Index Pool F0.033%7.320%953652025-07-31
Spartan Total Market Index Pool G0.023%0.000%68302025-07-31
Fidelity Total Market Index0.022%0.000%64502025-07-31
Fidelity U.S. Equity Index Ins Trust0.000%0.000%502025-07-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF0.920%0.000%512,54712024-09-30
Schwab US Small-Cap ETF™0.246%0.000%113,99302023-08-31
Fidelity® Extended Market Index0.169%0.000%92,10602023-11-30
Medical Cannabis and Wellness ETF Acc0.149%0.000%44,45002023-02-28
Vanguard Total Stock Mkt Idx Inv0.885%-2.136%25,798-5632025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.044%0.000%20,49920,4992023-03-31
Vanguard Extended Market Index Investor0.039%0.000%18,16002023-08-31
Fidelity Extended Market Index0.318%-0.696%9,278-652025-07-31
Vanguard Institutional Extnd Mkt Idx Tr0.260%290.787%7,5935,6502025-07-31
NT Ext Eq Mkt Indx Fd DC Lend T40.008%0.000%4,5064,5062024-12-31
NT Ext Eq Mkt Indx Fd DC Lend T30.008%0.000%4,5064,5062024-12-31
Fidelity Series Total Market Index0.073%-13.222%2,133-3252025-07-31
Spartan Extended Market Index Pool F0.033%7.320%953652025-07-31
Northern Trust Extended Eq Market Idx0.032%0.000%94602025-06-30
NT Ext Equity Mkt Idx Fd - L0.032%0.000%94602025-06-30
Spartan Extended Market Index Pool E0.030%9.031%833692025-03-31
Spartan Total Market Index Pool G0.023%0.000%68302025-07-31
Fidelity Total Market Index0.022%0.000%64502025-07-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 50.009%17.621%267402025-06-30
Spartan Total Market Index Pool E0.007%0.488%20612025-03-31
Fidelity U.S. Equity Index Ins Trust0.000%0.000%502025-07-31
Fidelity Nasdaq Composite Index0.000%0.000%102025-05-31

Discussions

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bulls_only5/31/25 05:21am

$SHFS it's just a matter of time and patience...

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