HolderBook

SHIFT TECHNOLOGIES INC (SFTXXXX)

Institutional ownership reported to the SEC as of Q4 2022, across 10 quarters.

65
Reporting holders
$2.8M
Reported value
5.7%
Held as options
+6
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
VANGUARD GROUP INC$779.1K5,232,2990.00%9q+116.5%+$419.2K
Jefferies Financial Group Inc.$431.4K2,897,4470.00%newNEW
BlackRock Inc.$372.5K2,501,4740.00%9q+67.6%+$150.3K
SOFTBANK GROUP CORP.$308.0K2,066,9780.00%3qHELD
AMUNDI$100.8K314,2290.00%newNEW
HB Wealth Management, LLC$84.5K567,7590.00%newNEW
GROUP ONE TRADING, L.P.$83.8K562,7450.00%8q+16.7%+$12.0K
CITADEL ADVISORS LLC$69.4K3,3140.00%9qHELD
STATE STREET CORP$60.9K408,7380.00%9q+81.5%+$27.3K
Nantahala Capital Management, LLC$45.6K200,0000.00%9qHELD
GOLDMAN SACHS GROUP INC$39.6K265,9750.00%9q+41.9%+$11.7K
NEW YORK LIFE INVESTMENT MANAGEMENT LLC$38.1K256,0950.00%3q+11.9%+$4.1K
BANK OF AMERICA CORP /DE/$36.6K247,3420.00%9q+581.4%+$31.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$35.8Koptions only0.00%9qOPTIONS
NORTHERN TRUST CORP$28.9K194,0280.00%9q+72.5%+$12.1K
ADVISOR GROUP HOLDINGS, INC.$26.0K177,9030.00%9q+973.8%+$23.6K
Invesco Ltd.$25.4K170,3150.00%7q-0.5%
TWO SIGMA INVESTMENTS, LP$24.5K164,2240.00%newNEW
EP Wealth Advisors, LLC$23.7K159,1040.00%newNEW
RAYMOND JAMES & ASSOCIATES$21.5K144,2140.00%newNEW
MORGAN STANLEY$18.6K125,1950.00%9q+24.1%+$3.6K
WOLVERINE ASSET MANAGEMENT LLC$16.8Koptions only0.00%9qOPTIONS
Schonfeld Strategic Advisors LLC$9.2K62,0000.00%5q-80.0%-$37.0K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$9.1K60,7820.00%9qHELD
Verus Financial Partners, Inc.$8.6K42,5940.00%newNEW
Bank of New York Mellon Corp$7.4K49,7040.00%9q+60.1%+$2.8K
SILVERCREST ASSET MANAGEMENT GROUP LLC$6.7K44,4900.00%newNEW
Ionic Capital Management LLC$6.5Koptions only0.00%newOPTIONS
Amtrust Financial Services, Inc.$6.5K43,3820.00%5qHELD
Steel Peak Wealth Management LLC$6.0K40,1400.00%5qHELD
Marathon Trading Investment Management LLC$6.0K40,1290.00%newNEW
Clearstead Advisors, LLC$5.4K35,9380.00%newNEW
TRANSCEND CAPITAL ADVISORS, LLC$5.3K35,6160.00%newNEW
TWO SIGMA ADVISERS, LP$5.3K35,3600.00%newNEW
Sterling Investment Counsel, LLC$3.4K22,9770.00%newNEW
Federation des caisses Desjardins du Quebec$2.2K14,8130.00%newNEW
VICTORY CAPITAL MANAGEMENT INC$2.1K14,0030.00%newNEW
BRAVE ASSET MANAGEMENT INC$2.1K14,0000.00%7qHELD
BLUEFIN CAPITAL MANAGEMENT, LLC$2.0K13,5550.00%newNEW
Colonial River Wealth Management, LLC$2.0K13,1390.00%4qHELD
JANE STREET GROUP, LLC$1.8K12,2130.00%9q+3.2%
StoneX Group Inc.$1.7K11,2450.00%3q-6.6%
TRUIST FINANCIAL CORP$1.5K10,0000.00%6qHELD
MISSION WEALTH MANAGEMENT, LP$1.5K10,0000.00%5qHELD
CoreCap Advisors, LLC$1.1K7,4250.00%newNEW
Royal Bank of Canada$1.0K3,3700.00%9qHELD
WELLS FARGO & COMPANY/MN$8345,6050.00%9q+109.9%
Gradient Investments LLC$7455,0000.00%4qHELD
True Wealth Design, LLC$7445,0000.00%newFIRST
PNC Financial Services Group, Inc.$5923,9760.00%5qHELD
Belpointe Asset Management LLC$4473,0000.00%newNEW
Heritage Wealth Advisors$3992,6810.00%newNEW
MONEY CONCEPTS CAPITAL CORP$3852,5860.00%newNEW
RENAISSANCE TECHNOLOGIES LLC$2551,712,1400.00%6q+122.9%
Advisory Services Network, LLC$2011,3530.00%newNEW
GEODE CAPITAL MANAGEMENT, LLC$1881,267,1280.00%9q+101.3%
SouthState Corp$1379170.00%newNEW
UBS Group AG$1278470.00%newNEW
JPMORGAN CHASE & CO$96647,8190.00%8q-42.8%
MILLENNIUM MANAGEMENT LLC$76508,8850.00%3q+54.2%
Focused Wealth Management, Inc$745000.00%newNEW
Cornerstone Planning Group LLC$653530.00%newFIRST
EVERMAY WEALTH MANAGEMENT LLC$402720.00%newNEW
Cutler Group LLC / CA$38options only0.00%9qOPTIONS
Beaird Harris Wealth Management, LLC$211420.00%newNEW
Virtu Financial LLC$19128,6100.00%newNEW
Sound Income Strategies, LLC$151000.00%newNEW
SOA Wealth Advisors, LLC.$13890.00%newNEW
Rex Capital Advisors, LLC$1281,0240.01%5qHELD
COMMONWEALTH EQUITY SERVICES, LLC$641,5310.00%5qHELD
WOLVERINE TRADING, LLC$6options only0.00%8qOPTIONS
TUDOR INVESTMENT CORP ET AL$426,0350.00%3qHELD
FMR LLC$3180.00%4q-98.9%
SIMPLEX TRADING, LLC$325,1550.00%3q-49.8%
Tower Research Capital LLC (TRC)$318,0280.00%8q+432.9%
Kinloch Capital, LLC$321,3350.00%newNEW
Cambridge Investment Research Advisors, Inc.$213,7440.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 202265$2.8M17,328,692291365.7%
Q3 202259$11.9M15,688,04728257.3%
Q2 202269$15.0M20,693,0041710277.4%
Q1 202288$64.0M27,718,9221721284.9%
Q4 202195$139.1M38,811,6022133204.9%
Q3 2021101$270.0M36,705,1031533355.3%
Q2 202198$349.6M39,274,2183628233.6%
Q1 202184$266.3M30,499,2693022234.8%
Q4 202071$274.1M32,349,85868002.4%
Q3 20201$972.0K82,3081000.0%