SHDG ADVISOR MANAGED PORTFOLIOS
FollowSOUNDWATCH HEDGD (fund)
11 managers (11 13F filers) reported a position in SHDG shares at 2026-03-31, 5,167,492 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 2
- Reduced
- 4
- Sold out
- 3
- Shares held by filers
- 5,167,492
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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… | 4,957,240 | $152M | 0.94% | -27,882 | 13F-HRTimelineGroup |
| Soundwatch Capital LLC | 132,428 | $4.07M | 0.51% | +71,328 | 13F-HRTimeline |
| Advisory Services Network, LLC | 16,745 | $514K | 0.01% | -62 | 13F-HRTimeline |
| Atria Investments, Inc | 16,454 | $505K | 0.01% | -62 | 13F-HRTimeline |
| Crestwood Advisors Group, LLC | 11,138 | $342K | 0.01% | 0 | 13F-HRTimeline |
| GTS SECURITIES LLC | 11,043 | $339K | 0.01% | -1,363 | 13F-HRTimeline |
| Navis Wealth Advisors, LLC | 10,257 | $315K | 0.16% | +919 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 8,207 | $252K | <0.01% | new | 13F-HRTimelineGroup |
| MAI Capital Management | 3,000 | $92.1K | <0.01% | 0 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 808 | $25K | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 172 | $5.28K | <0.01% | new | 13F-HR/ATimelineGroup |