Advisor Managed Portfolios (SHDG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of SHDG (all 13F filers)
- United Capital Financial Advisors4.8 MType not verified−168 K
- Soundwatch Capital132 KType not verified0
- Old Mission Capital18 KType not verified+18 K
- Susquehanna International Group, LLP14 KBank or trading desk+14 K
- Crestwood Advisors Group11 KType not verified0
- Raymond James Financial8,207Wealth adviser0
- Transcendent Capital Group6,200Type not verified+6,200
- Royal Bank of Canada808Bank or trading desk0
- Shares
- 4.8 M
- Change
- −168 K
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- Type
- Type not verified
- Value
- $156M
- Soundwatch Capital
- Shares
- 132 K
- Change
- 0
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- Type
- Type not verified
- Value
- $4.3M
- Shares
- 18 K
- Change
- +18 K
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- Type
- Type not verified
- Value
- $602K
- Shares
- 14 K
- Change
- +14 K
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- Type
- Bank or trading desk
- Value
- $456K
- Shares
- 11 K
- Change
- 0
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- Type
- Type not verified
- Value
- $364K
- Shares
- 8,207
- Change
- 0
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- Type
- Wealth adviser
- Value
- $268K
- Transcendent Capital Group
- Shares
- 6,200
- Change
- +6,200
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- Type
- Type not verified
- Value
- $203K
- Shares
- 808
- Change
- 0
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- Type
- Bank or trading desk
- Value
- $26.0K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗