Advisor Managed Portfolios - SHDG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,789,549 | 156,425 | 0.86% | 0.86% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soundwatch Capital LLC | History | No change | 132,428 | 4,456 | 0.49% | 0.48% | 2 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 18,430 | 602 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,951 | 455 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 11,138 | 372 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,207 | 268 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transcendent Capital Group LLC | History | No change | 6,200 | 207 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 808 | 26 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |