SOUNDWATCH HEDGED EQUITY ETF (SHDG) Institutional Ownership Changes & 13F Activity
SOUNDWATCH HEDGED EQUITY ETF (SHDG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include United Capital Financial Advisors, Llc, Soundwatch Capital Llc, Susquehanna International Group, Llp, Old Mission Capital Llc, and Advisory Services Network, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Buy | +4,985,122 | — | 4,985,122 | $160.90M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +23,356 | — | 23,356 | $754.35K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +17,949 | — | 17,949 | $579.71K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +16,807 | — | 16,807 | $542.83K | Q4 2025 | Feb 17, 2026 |
| Gts Securities Llc | Buy | +12,406 | — | 12,406 | $400.69K | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, Llc | Buy | +9,338 | — | 9,338 | $301.60K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +3,000 | — | 3,000 | $96.89K | Q4 2025 | Feb 13, 2026 |
| Soundwatch Capital Llc | Buy | +61,100 | — | 61,100 | $1.97M | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | Buy | +16,516 | — | 16,516 | $533.43K | Q4 2025 | Feb 05, 2026 |
| Crestwood Advisors Group, Llc | Buy | +11,138 | — | 11,138 | $359.73K | Q4 2025 | Feb 03, 2026 |
| Transcendent Capital Group Llc | Buy | +6,200 | — | 6,200 | $200.25K | Q4 2025 | Jan 26, 2026 |
Frequently asked questions about SHDG activity
Which institutional owners are buying SHDG?
Institutional owners buying SHDG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHDG activity?
"Buy" means an investor increased their reported position in SHDG compared to the prior reporting period. This reflects growing exposure to SOUNDWATCH HEDGED EQUITY ETF (SHDG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHDG increasing?
Institutional interest in SHDG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.