SHDG ADVISOR MANAGED PORTFOLIOS
FollowSOUNDWATCH HEDGD (fund)
11 managers (11 13F filers) reported a position in SHDG shares at 2025-12-31, 5,162,932 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 4
- Added
- 1
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 5,162,932
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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… | 4,985,122 | $161M | 0.97% | new | 13F-HRTimelineGroup |
| Soundwatch Capital LLC | 61,100 | $1.97M | 0.31% | 0 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 23,356 | $754K | <0.01% | +2,494 | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 17,949 | $580K | 0.02% | -7,309 | 13F-HRTimeline |
| Advisory Services Network, LLC | 16,807 | $543K | 0.01% | -110 | 13F-HRTimeline |
| Atria Investments, Inc | 16,516 | $533K | 0.01% | -110 | 13F-HRTimeline |
| GTS SECURITIES LLC | 12,406 | $401K | 0.01% | new | 13F-HRTimeline |
| Crestwood Advisors Group, LLC | 11,138 | $360K | 0.01% | new | 13F-HRTimeline |
| Navis Wealth Advisors, LLC | 9,338 | $302K | 0.13% | -275 | 13F-HRTimeline |
| Transcendent Capital Group LLC | 6,200 | $200K | 0.09% | new | 13F-HRTimeline |
| MAI Capital Management | 3,000 | $96.9K | <0.01% | 0 | 13F-HRTimeline |