SHDG Institutional Ownership & Shareholders
SOUNDWATCH HEDGED EQUITY ETF (SHDG) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
United Capital Financial Advisors, Llc is currently the largest disclosed institutional shareholder of SHDG tracked by InsiderSet, reporting ownership valued at approximately $156.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $159.25M, representing an estimated gain of +1.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SHDG value among the investors covered in this analysis. Major shareholders include United Capital Financial Advisors, Llc, Soundwatch Capital Llc, Old Mission Capital Llc, and several other long-term asset managers with concentrated positions in SOUNDWATCH HEDGED EQUITY ETF (SHDG).
This page ranks the largest institutional SHDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$162.69M
Largest Holder
United Capital Financial Advisors, Llc
Largest Position
$156.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| United Capital Financial Advisors, Llc | 0.86% | 4,789,549 | $156,425,727 | $159,251,546 | +$2,825,819 | +1.81% | |
| Soundwatch Capital Llc | 0.48% | 132,428 | $4,328,171 | $4,403,205 | +$75,034 | +1.73% | |
| Old Mission Capital Llc | 0.02% | 18,430 | $602,351 | $612,794 | +$10,443 | +1.73% | |
| Susquehanna International Group, Llp | 0.00% | 13,951 | $455,963 | $463,868 | +$7,905 | +1.73% | |
| Crestwood Advisors Group, Llc | 0.01% | 11,138 | $372,315 | $370,336 | -$1,979 | -0.53% | |
| Raymond James Financial Inc | 0.00% | 8,207 | $268,231 | $272,881 | +$4,650 | +1.73% | |
| Transcendent Capital Group Llc | 0.08% | 6,200 | $207,251 | $206,149 | -$1,102 | -0.53% | |
| Royal Bank Of Canada | 0.00% | 808 | $26,000 | $26,866 | +$866 | +3.33% |
Frequently asked questions about SHDG
Who are the largest institutional holders of SHDG?
The largest institutional holders of SHDG reported in the latest SEC Form 13F filings include United Capital Financial Advisors, Llc, Soundwatch Capital Llc, Old Mission Capital Llc, Susquehanna International Group, Llp, and Crestwood Advisors Group, Llc. InsiderSet ranks institutional holders by their latest reported SHDG position.
What is SHDG institutional ownership?
This page tracks SHDG positions reported by institutional investment managers through SEC Form 13F. SOUNDWATCH HEDGED EQUITY ETF (SHDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHDG?
InsiderSet currently tracks 8 institutional managers reporting SHDG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHDG shareholders.
How much SHDG stock do institutions own?
Institutional investment managers disclosed approximately $162.69M in SHDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHDG institutional ownership last updated?
The latest SHDG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHDG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHDG position after the reporting date.
Are institutions buying or selling SHDG?
Institutional buying and selling can be analyzed by comparing SHDG positions across consecutive 13F reporting periods. InsiderSet's SHDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHDG ownership changes.
How has SHDG institutional ownership changed over time?
InsiderSet tracks SHDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.