SEC 13F Intelligence

SHP ETF TRUST

CUSIP 78433H105

Shp Etf Trust has 4 institutional holders in Filings Flow’s 13F database, together reporting 810.6K shares worth $16M as of Q4 2022. The largest reported holders are Knights Of Columbus Asset Advisors LLC, Cerity Partners LLC, and Smith, Moore & Co..

Institutional Holders
4
Q4 2022
Reported Value
$16M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’21: 4Q4 ’21Q4 ’22: 4Q4 ’22filingsflow.com
Total reported value
Q4 ’21: $23MQ4 ’21Q4 ’22: $16MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Knights of Columbus Asset Advisors LLC$1.8B AUM1.51%$25M800.0KQ2 2025
SMITH, MOORE & CO.$1.4B AUM0.02%$215,9346.9KQ2 2025
Coppell Advisory Solutions LLC$170M AUM0.00%$10,196358Q4 2024OLDER
Cerity Partners LLC$70.8B AUM0.00%$322,82410.3KQ2 2025
UBS Group AG$666.3B AUM0.00%$1706Q4 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.