SOUNDWATCH HEDGED EQUITY ETF (SHDG) Institutional Ownership and Insiders Activity

SOUNDWATCH HEDGED EQUITY ETF (SHDG) is widely held by institutional investors, with 8 firms reporting positions valued at approximately $162.69M based on SEC Form 13F filings for the quarter ended June 30, 2026.

United Capital Financial Advisors, Llc is the largest disclosed holder, reporting approximately $156.43M in SHDG holdings in its latest filing.

Institutional ownership remains highly concentrated, with United Capital Financial Advisors, Llc representing the majority of disclosed value.