SHDG ADVISOR MANAGED PORTFOLIOS
FollowSOUNDWATCH HEDGD (fund)
9 managers (9 13F filers) reported a position in SHDG shares at 2025-09-30, 4,639,624 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 1
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 4,639,624
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| Apexium Financial, LP | 4,486,247 | $142M | 6.91% | -119,229 | 13F-HRTimeline |
| Soundwatch Capital LLC | 61,100 | $1.94M | 0.31% | -2,466,688 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 25,258 | $800K | 0.03% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 20,862 | $661K | <0.01% | +13,598 | 13F-HRTimelineGroup |
| Advisory Services Network, LLC | 16,917 | $536K | 0.01% | -54 | 13F-HRTimeline |
| Atria Investments, Inc | 16,626 | $527K | 0.01% | -538 | 13F-HRTimeline |
| Navis Wealth Advisors, LLC | 9,613 | $304K | 0.23% | 0 | 13F-HRTimeline |
| MAI Capital Management | 3,000 | $95K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1 | $32 | <0.01% | new | 13F-HRTimelineGroup |