SEARS HOLDINGS CORP hedge fund holdings
SHLD$60.41+0.18 (+0.30% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SHLD · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-15.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 181 | 28 | $612M | $82.2M | 239 | Aug 14, 2025 |
| Q3 2025 | 288 | 50 | $1.48B | $163M | 407 | Nov 14, 2025 |
| Q4 2025 | 263 | 99 | $603M | $244M | 471 | Feb 14, 2026 |
| Q1 2026 | 412 | 61 | $1.79B | $122M | 588 | May 15, 2026 |
| Q2 2026 | 328 | 180 | $818M | $379M | 582 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
582 filersNew position
65$112M+1.88M sh
Increased
263$706M+11.8M sh
Reduced
106-$163M-2.73M sh
Out / sold
74-$216M-3.62M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | Added 50.48% | +$140M | $418M | 2.03% | Jul 29, 2026 |
| Clal Insurance Enterprises Holdings Ltd | Sell 100% | -$120M | $0 | 0.00% | Aug 13, 2026 |
| Bensler, LLC | Sell 100% | -$29M | $0 | 0.00% | Jul 23, 2026 |
| Parkway Wealth Management Group, LLC | Reduce 95.90% | -$28.3M | $1.21M | 0.14% | Jul 27, 2026 |
| Portfolio Strategies, Inc. | Sell 100% | -$19.7M | $0 | 0.00% | Aug 10, 2026 |
| Meitav Investment House Ltd | New Buy | +$19.6M | $19.6M | 0.13% | Jul 20, 2026 |
| Benjamin Edwards Inc | Added 85.09% | +$15.2M | $33M | 0.30% | Jul 24, 2026 |
| Vise Technologies, Inc. | Added 504.58% | +$14.7M | $17.6M | 0.20% | Aug 11, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | New Buy | +$14.7M | $14.7M | 0.60% | Aug 5, 2026 |
| Marks Group Wealth Management, Inc | New Buy | +$11.2M | $11.2M | 0.97% | Jul 28, 2026 |
| Triad Wealth Partners, LLC | Added 67.29% | +$9.27M | $23M | 1.36% | Aug 10, 2026 |
| Proficio Capital Partners LLC | Sell 100% | -$9.25M | $0 | 0.00% | Aug 17, 2026 |
| New England Private Wealth Advisors LLC | Added 1092.03% | +$8.61M | $9.4M | 0.91% | Aug 4, 2026 |
| WJ Wealth Management, LLC | Sell 100% | -$8.43M | $0 | 0.00% | Aug 3, 2026 |
| Confluence Investment Management LLC | Added 113.28% | +$8.34M | $15.7M | 0.25% | Jul 1, 2026 |
| Plancorp, LLC | New Buy | +$8.25M | $8.25M | 0.20% | Jul 14, 2026 |
| Prudential PLC | Sell 100% | -$7.79M | $0 | 0.00% | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | Reduce 40.14% | -$7.39M | $11M | 0.11% | Aug 11, 2026 |
| Advocacy Wealth Management, LLC | Added 25.10% | +$7.04M | $35.1M | 1.27% | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 125.84% | +$6.56M | $11.8M | 0.11% | Aug 14, 2026 |
| Bridgelight Financial Advisors, Inc. | New Buy | +$6.54M | $6.54M | 4.48% | Jul 30, 2026 |
| Riggs Asset Managment Co. Inc. | Reduce 92.87% | -$6.53M | $502K | 0.09% | Jul 29, 2026 |
| Thrivent Financial for Lutherans | Reduce 19.82% | -$6.42M | $26M | 0.04% | Aug 14, 2026 |
| KWB Wealth | Added 100.51% | +$6.13M | $12.2M | 1.05% | Jul 10, 2026 |
| Ascent Group, LLC | Added 29.36% | +$6.02M | $26.5M | 0.79% | Aug 3, 2026 |
| StoneCrest Wealth Management, Inc. | Sell 100% | -$5.97M | $0 | 0.00% | Jul 9, 2026 |
| TTP Investments, Inc. | Sell 100% | -$5.87M | $0 | 0.00% | Jul 14, 2026 |
| Goldstein Advisors, LLC | Added 37.82% | +$5.5M | $20M | 1.83% | Jul 20, 2026 |
| Global X Japan Co., Ltd. | Reduce 11.74% | -$5.47M | $41.1M | 1.51% | Jul 14, 2026 |
| Envision Financial Transparency, LLC | Sell 100% | -$5.45M | $0 | 0.00% | Aug 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Added 32.84% | +$5.25M | $21.3M | 1.05% | Jul 20, 2026 |
| Frisch Financial Group, Inc. | Added 610.65% | +$4.93M | $5.73M | 0.98% | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | New Buy | +$4.91M | $4.91M | 0.61% | Aug 5, 2026 |
| TSFG, LLC | Reduce 96.66% | -$4.88M | $169K | 0.02% | Jul 23, 2026 |
| Sofi Wealth, LLC | Added 10.69% | +$4.75M | $49.2M | 1.98% | Aug 10, 2026 |
| Segment Wealth Management, LLC | Sell 100% | -$4.63M | $0 | 0.00% | Jul 16, 2026 |
| Eq LLC | Added 64.34% | +$4.47M | $11.4M | 2.80% | Jul 23, 2026 |
| Beacon Capital Management, LLC | Added 565.62% | +$4.38M | $5.15M | 0.76% | Jul 29, 2026 |
| Cardinal Strategic Wealth Guidance | Added 89.39% | +$4.35M | $9.22M | 2.09% | Jul 30, 2026 |
| Old Mission Capital LLC | New Buy | +$4.14M | $4.14M | 0.07% | Aug 14, 2026 |
| Shepherd Financial Partners LLC | Added 30.18% | +$4.12M | $17.8M | 1.46% | Aug 10, 2026 |
| Verus Capital Partners, LLC | Reduce 75.65% | -$3.97M | $1.28M | 0.07% | Aug 6, 2026 |
| &Partners | Added 1286.68% | +$3.82M | $4.11M | 0.02% | Aug 14, 2026 |
| Strategies Wealth Advisors, LLC | Added 296.57% | +$3.66M | $4.89M | 0.44% | Aug 14, 2026 |
| Empowered Funds, LLC | Sell 100% | -$3.58M | $0 | 0.00% | Aug 17, 2026 |
| Fullerton Fund Management Co Ltd. | Sell 100% | -$3.53M | $0 | 0.00% | Aug 14, 2026 |
| San Luis Wealth Advisors LLC | Sell 100% | -$3.49M | $0 | 0.00% | Jul 16, 2026 |
| Clear Creek Financial Management, LLC | Reduce 71.29% | -$3.36M | $1.35M | 0.09% | Jul 28, 2026 |
| Dynasty Wealth Management, LLC | Reduce 49.02% | -$3.26M | $3.39M | 0.03% | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | New Buy | +$3.25M | $3.25M | 0.78% | Aug 4, 2026 |
| Mgo One Seven LLC | Added 30.27% | +$3.16M | $13.6M | 0.22% | Jul 31, 2026 |
| Embree Financial Group | Added 64.03% | +$3.03M | $7.77M | 0.78% | Jul 15, 2026 |
| Valley Wealth Managers, Inc. | Added 25.63% | +$2.96M | $14.5M | 0.84% | Aug 4, 2026 |
| Foguth Wealth Management, LLC. | Added 60.32% | +$2.96M | $7.87M | 0.90% | Jul 21, 2026 |
| Capital Analysts, LLC | Reduce 98.29% | -$2.93M | $51K | 0.00% | Aug 5, 2026 |
| Horst & Graben Wealth Management LLC | Added 30.58% | +$2.9M | $12.4M | 1.63% | Jul 22, 2026 |
| Schwallier Wealth Management LLC | New Buy | +$2.86M | $2.86M | 1.81% | Aug 14, 2026 |
| Golden State Wealth Management, LLC | Added 792.78% | +$2.78M | $3.13M | 0.29% | Jul 22, 2026 |
| West Wealth Group, LLC | Added 27.95% | +$2.67M | $12.2M | 2.00% | Aug 6, 2026 |
| Steelhead Wealth Management LLC | Added 103.26% | +$2.59M | $5.1M | 2.05% | Aug 14, 2026 |
| Great Diamond Partners, LLC | Sell 100% | -$2.56M | $0 | 0.00% | Jul 17, 2026 |
| Avid Wealth Partners LLC | Added 92.84% | +$2.5M | $5.19M | 2.51% | Aug 3, 2026 |
| Financial Engines Advisors L.L.C. | New Buy | +$2.48M | $2.48M | 0.00% | Aug 14, 2026 |
| Oak Family Advisors, LLC | Reduce 32.41% | -$2.31M | $4.81M | 1.23% | Jul 20, 2026 |
| Ethos Financial Group, LLC | Reduce 79.35% | -$2.31M | $600K | 0.04% | Aug 7, 2026 |
| Stonebrook Private Inc. | Added 33.22% | +$2.29M | $9.17M | 1.67% | Aug 14, 2026 |
| Maridea Wealth Management LLC | New Buy | +$2.18M | $2.18M | 0.24% | Aug 6, 2026 |
| Pioneer Family Office, LLC | Sell 100% | -$2.13M | $0 | 0.00% | Jul 28, 2026 |
| Perigon Wealth Management, LLC | Reduce 16.57% | -$2.12M | $10.7M | 0.17% | Aug 7, 2026 |
| Vertex Planning Partners, LLC | Added 64.00% | +$2.04M | $5.24M | 0.78% | Aug 14, 2026 |
| M1 Capital Management LLC | Added 109.92% | +$2.04M | $3.9M | 1.44% | Aug 12, 2026 |
| Keystone Financial Group | Added 32.19% | +$2.03M | $8.32M | 0.49% | Jul 29, 2026 |
| Wealth Alliance, LLC | Added 125.59% | +$1.98M | $3.55M | 0.30% | Aug 11, 2026 |
| Daviman Financial, LLC | Reduce 89.82% | -$1.97M | $224K | 0.12% | Jul 27, 2026 |
| MML Investors Services, LLC | Reduce 10.36% | -$1.94M | $16.8M | 0.03% | Aug 7, 2026 |
| Patton Albertson Miller Group, LLC | Added 16.52% | +$1.9M | $13.4M | 1.33% | Jul 22, 2026 |
| Midwest Capital Advisors, LLC | Added 32.92% | +$1.89M | $7.63M | 3.10% | Jul 28, 2026 |
| Nwam LLC | Reduce 79.09% | -$1.88M | $498K | 0.02% | Jul 23, 2026 |
| Nomura Asset Management Co Ltd | Sell 100% | -$1.83M | $0 | 0.00% | Aug 13, 2026 |
| GTS Securities LLC | Added 89.00% | +$1.77M | $3.76M | 0.08% | Aug 14, 2026 |
| Synergy Investment Management, LLC | Added 46.72% | +$1.77M | $5.55M | 1.34% | Aug 14, 2026 |
| Skyline Advisors, Inc. | Added 87.51% | +$1.76M | $3.77M | 1.18% | Jul 20, 2026 |
| SFG Wealth Management, LLC. | Sell 100% | -$1.74M | $0 | 0.00% | Jul 22, 2026 |
| Scarborough Advisors, LLC | Added 18.30% | +$1.7M | $11M | 1.26% | Jul 21, 2026 |
| Savvy Advisors, Inc. | Added 27.98% | +$1.7M | $7.76M | 0.16% | Aug 3, 2026 |
| Arwa LLC | Added 961.75% | +$1.69M | $1.87M | 0.78% | Jul 24, 2026 |
| JT Stratford LLC | Added 44.19% | +$1.66M | $5.42M | 0.59% | Aug 14, 2026 |
| Archer Investment Management, LLC | Added 39.27% | +$1.66M | $5.88M | 2.01% | Jul 7, 2026 |
| Pettinga Financial Advisors LLC | Added 20.69% | +$1.62M | $9.45M | 1.52% | Jul 9, 2026 |
| National Wealth Management Group, LLC | Sell 100% | -$1.6M | $0 | 0.00% | Jul 14, 2026 |
| Beacon Financial Group | Added 25.70% | +$1.57M | $7.7M | 0.70% | Jul 16, 2026 |
| Oakmont Investment Advisors, Inc. | Sell 100% | -$1.49M | $0 | 0.00% | Aug 14, 2026 |
| Ameliora Wealth Management Ltd. | Added 41.38% | +$1.49M | $5.08M | 1.51% | Jul 24, 2026 |
| Strategic Blueprint, LLC | Added 20.24% | +$1.48M | $8.8M | 0.44% | Jul 23, 2026 |
| Perennial Advisors, LLC | New Buy | +$1.45M | $1.45M | 0.22% | Jul 13, 2026 |
| Focus Financial Network, Inc. | Added 55.44% | +$1.44M | $4.05M | 0.13% | Jul 9, 2026 |
| Lauer Wealth, LLC | Sell 100% | -$1.43M | $0 | 0.00% | Jul 15, 2026 |
| Lifelong Wealth Advisors, Inc. | Added 83.20% | +$1.37M | $3.03M | 0.71% | Jul 16, 2026 |
| Oppenheimer & Co Inc | Reduce 41.62% | -$1.37M | $1.92M | 0.02% | Aug 3, 2026 |
| Security Financial Services, INC. | Added 16.45% | +$1.37M | $9.7M | 1.35% | Jul 15, 2026 |