Soundwatch Hedged Equity ETFSHDGETF
13F holders, Q4 2025 (December 31)11holders +2
4new positions
1sold out
$32.28avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding Soundwatch Hedged Equity ETF (SHDG) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were United Capital Financial Advisors, LLC ($160.9M), Soundwatch Capital LLC ($2.0M) and Susquehanna International Group, LLP ($754K).
- Company
- Soundwatch Hedged Equity ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q4 2025)
- CUSIP
- 00777X603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $161.9M |
| Exits | 1 | $32 |
All 13F filers, Q3 2025 → Q4 2025: 5,017,360 shares bought and 7,805 shares sold, net +5,009,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| United Capital Financial Advisors, LLC | 0.97% | New | 4,985,122 | $160.9M |
| Soundwatch Capital LLC | 0.31% | No change | 61,100 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +11.9% | 23,356 | $754K |
| Old Mission Capital LLC | 0.02% | Reduce -28.9% | 17,949 | $580K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.7% | 16,807 | $543K |
| Atria Investments, Inc | 0.01% | Reduce -0.7% | 16,516 | $533K |
| GTS Securities LLC | 0.01% | New | 12,406 | $401K |
| Crestwood Advisors Group, LLC | 0.01% | New | 11,138 | $360K |
| Navis Wealth Advisors, LLC | 0.13% | Reduce -2.9% | 9,338 | $302K |
| Transcendent Capital Group LLC | 0.09% | New | 6,200 | $200K |
| MAI Capital Management | 0.00% | No change | 3,000 | $97K |
"% of holder's portfolio" is SHDG's weight in each manager's 13F, not the share of Soundwatch Hedged Equity ETF the manager owns.