Soundwatch Hedged Equity ETFSHDGETF
13F holders, Q1 2026 (March 31)11holders
3new positions
3sold out
$30.72avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Soundwatch Hedged Equity ETF (SHDG) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were United Capital Financial Advisors, LLC ($152.3M), Soundwatch Capital LLC ($4.1M) and Advisory Services Network, LLC ($514K).
- Company
- Soundwatch Hedged Equity ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q1 2026)
- CUSIP
- 00777X603
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $282K |
| Exits | 3 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 81,434 shares bought and 76,874 shares sold, net +4,560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| United Capital Financial Advisors, LLC | 0.94% | Reduce -0.6% | 4,957,240 | $152.3M |
| Soundwatch Capital LLC | 0.51% | Add +116.7% | 132,428 | $4.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 16,745 | $514K |
| Atria Investments, Inc | 0.01% | Reduce -0.4% | 16,454 | $505K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 11,138 | $342K |
| GTS Securities LLC | 0.01% | Reduce -11.0% | 11,043 | $339K |
| Navis Wealth Advisors, LLC | 0.16% | Add +9.8% | 10,257 | $315K |
| Raymond James Financial Inc. | 0.00% | New | 8,207 | $252K |
| MAI Capital Management | 0.00% | No change | 3,000 | $92K |
| Royal Bank of Canada | 0.00% | New | 808 | $25K |
| Wells Fargo & Company | 0.00% | New | 172 | $5K |
"% of holder's portfolio" is SHDG's weight in each manager's 13F, not the share of Soundwatch Hedged Equity ETF the manager owns.