SHDG ADVISOR MANAGED PORTFOLIOS
FollowSOUNDWATCH HEDGD (fund)
9 managers (9 13F filers) reported a position in SHDG shares at 2026-06-30, 4,981,108 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 4
- Added
- 0
- Reduced
- 1
- Sold out
- 6
- Shares held by filers
- 4,981,108
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI… | 4,789,549 | $156M | 0.86% | -167,691 | 13F-HRTimelineGroup |
| Soundwatch Capital LLC | 132,428 | $4.33M | 0.48% | 0 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 18,430 | $602K | 0.02% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 13,951 | $456K | <0.01% | new | 13F-HRTimelineGroup |
| Crestwood Advisors Group, LLC | 11,138 | $364K | 0.01% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 8,207 | $268K | <0.01% | 0 | 13F-HRTimelineGroup |
| Transcendent Capital Group LLC | 6,200 | $203K | 0.08% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 808 | $26K | <0.01% | 0 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 397 | $13K | <0.01% | new | 13F-HRTimeline |