Advisor Managed Portfolios - SHDG

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$162.7M
QoQ value delta ($000)
+$13K (+0.01%)
Implied price effect (QoQ)
+0.01%
Shares
Total shares
4,980,711
QoQ shares delta
0 (0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SHDG)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
UNITED CAPITAL FINANCIAL ADVISORS, LLC 156,425 4,789,549 0.86%
Soundwatch Capital LLC 4,328 132,428 0.48%
OLD MISSION CAPITAL LLC 602 18,430 0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 455 13,951 0.0%
Crestwood Advisors Group, LLC 372 11,138 0.01%
RAYMOND JAMES FINANCIAL INC 268 8,207 0.0%
Transcendent Capital Group LLC 207 6,200 0.08%
ROYAL BANK OF CANADA 26 808 0.0%