Soundwatch Hedged Equity ETFSHDGETF
13F holders, Q2 2026 (June 30)8holders −3
3new positions
6sold out
$32.66avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Soundwatch Hedged Equity ETF (SHDG) in their 13F filings, down 3 from Q1 2026. 3 opened new positions and 6 sold out. The largest holders were United Capital Financial Advisors, LLC ($156.4M), Soundwatch Capital LLC ($4.3M) and Old Mission Capital LLC ($602K).
- Company
- Soundwatch Hedged Equity ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q2 2026)
- CUSIP
- 00777X603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 6 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 38,581 shares bought and 225,362 shares sold, net −186,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| United Capital Financial Advisors, LLC | 0.86% | Reduce -3.4% | 4,789,549 | $156.4M |
| Soundwatch Capital LLC | 0.48% | No change | 132,428 | $4.3M |
| Old Mission Capital LLC | 0.02% | New | 18,430 | $602K |
| Susquehanna International Group, LLP | 0.00% | New | 13,951 | $456K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 11,138 | $364K |
| Raymond James Financial Inc. | 0.00% | No change | 8,207 | $268K |
| Transcendent Capital Group LLC | 0.08% | New | 6,200 | $203K |
| Royal Bank of Canada | 0.00% | No change | 808 | $26K |
"% of holder's portfolio" is SHDG's weight in each manager's 13F, not the share of Soundwatch Hedged Equity ETF the manager owns.