13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SJNK

SPDR Barclays Short-Term High

409 institutions still hold SPDR Barclays Short-Term High as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r408·409 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.0%
vs prior quarter
13F value held
$1.8B
51.0% inst. owned
of float
Holders
409
-58 QoQ
filers reporting
Activity
+86 / −32
+759 added · −791 reduced
this quarter
Concentration
24.62%
AMERIPRISE FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

409 institutions reported SJNK in Q1 2026. AMERIPRISE FINANCIAL INC leads at 24.6% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AMERIPRISE FINANCIAL INC
CIK 0000820027
$440M17.6M0.10%Q1 202602
LPL Financial LLC
CIK 0001403438
$173M6.9M0.05%Q1 202603
GRIMES & Co WEALTH MANAGEMENT, LLC
CIK 0001321993
$172M6.9M4.76%Q1 202604
Wealthfront Advisers LLC
CIK 0001763921
$134M5.4M0.29%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$97M3.9M0.02%Q1 202606
Neuberger Berman Group LLC
CIK 0001465109
$90M3.6M0.07%Q1 202607
Clark Capital Management Group, Inc.
CIK 0001352187
$76M3.0M0.47%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$74M2.9M0.01%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$59M2.4M0.02%Q1 202610
ASSETMARK, INC
CIK 0001344551
$58M2.3M0.12%Q4 202511
MORGAN STANLEY
CIK 0000895421
$56M2.2M0.00%Q1 202612
SHENKMAN CAPITAL MANAGEMENT INC
CIK 0001275228
$50M2.0M6.00%Q1 202613
SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK 0001022837
$49M2.0M1.00%Q1 202614
Nuveen, LLC
CIK 0001871926
$45M1.8M0.01%Q1 202615
Berkshire Money Management, Inc.
CIK 0001535172
$42M1.7M4.30%Q1 202616
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$41M1.7M2.19%Q1 202617
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$37M1.5M0.64%Q1 202618
UBS Group AG
CIK 0001610520
$34M1.4M0.01%Q1 202619
DAVENPORT & Co LLC
CIK 0000887777
$34M1.4M0.19%Q1 202620
ANGELES WEALTH MANAGEMENT, LLC
CIK 0001929170
$27M1.1M1.48%Q1 2026
Page 1 of 21
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