Advisor Managed Portfolios - SHDG
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Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$166.6M
QoQ value delta ($000)
+$161.8M
(+3332.28%)
Implied price effect (QoQ)
+1.96%
Shares
Total shares
5,162,932
QoQ shares delta
+5,009,555
(+3266.17%)
Total shares held by funds (by quarter)
Market chart (SHDG)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 160,900 | 4,985,122 | 0.97% |
| Soundwatch Capital LLC | 1,973 | 61,100 | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 754 | 23,356 | 0.0% |
| OLD MISSION CAPITAL LLC | 579 | 17,949 | 0.01% |
| Advisory Services Network, LLC | 542 | 16,807 | 0.01% |
| Atria Investments, Inc | 533 | 16,516 | 0.01% |
| GTS SECURITIES LLC | 400 | 12,406 | 0.01% |
| Crestwood Advisors Group, LLC | 359 | 11,138 | 0.01% |
| Navis Wealth Advisors, LLC | 301 | 9,338 | 0.13% |
| Transcendent Capital Group LLC | 200 | 6,200 | 0.09% |
| MAI Capital Management | 96 | 3,000 | 0.0% |