§ EQUITY
USDSHM
SS SPDR N ICE ST MUNI ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
168 increased/new, 146 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 21.3M | 0.1% | +4% |
| Goldman Sachs | 5.2M | 0.0% | n/a |
| Wells Fargo & Company | 3.5M | n/a | −13% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.1M | 0.1% | n/a |
| Morgan Stanley | 2.3M | 0.0% | n/a |
| Quent Capital, LLC | 2.2M | 7.3% | +21% |
◇ AC INTELLIGENCE
Top institutional owners for SHM 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
DEALER / BANK56.6% · 40 holders
OTHER37.7% · 346 holders
INCOME / DEFENSIVE4.8% · 2 holders
QUALITY / COMPOUNDER0.5% · 5 holders
PASSIVE / INDEX0.3% · 1 holder
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 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 SHM in the last 180 days.