§ EQUITY
USDSHE
SS SPDR MSCI U GEND DIV ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
60 increased/new, 33 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Rock Creek Group LLC | 140K | 1.8% | ±0% |
| First Affirmative Financial Network | 110K | n/a | n/a |
| Morgan Stanley | 93K | 0.0% | −51% |
| LPL Financial LLC | 49K | 0.0% | −60% |
| Bank of America Corp | 45K | 0.0% | −4% |
| ALBION FINANCIAL GROUP /UT | 45K | 0.4% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for SHE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.9% · 107 holders
DEALER / BANK22.2% · 15 holders
QUALITY / COMPOUNDER0.8% · 5 holders
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SHE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
SHE
ARTICLE1M
Treasury "Buybacks" Are Yield Curve Control—History Says It Won't Cap 10-Year Yields (Aug 23)
SHE
ARTICLE5M
Hormuz, Closed Again: Monday Opens Into A Tape That Just Partied on the Wrong News (Apr 19)
SHE
ARTICLE5M