SHDG
Soundwatch Hedged Equity ETF$31.85-0.26 (-0.81%)Financial ServicesBATS
Institutional Holders
13
as of Q4 2025
Total Shares Held
4.985122611001794e+52B
Total Value
$16000019735793592320.0T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,985,122 | $160.0M | 0.96% | Share |
| 2 | Soundwatch Capital LLC | 61,100 | $2.0M | 0.31% | Share |
| 3 | OLD MISSION CAPITAL LLC | 17,949 | $579K | 0.01% | Share |
| 4 | Crestwood Advisors Group, LLC | 11,138 | $359K | 0.01% | Share |
| 5 | Navis Wealth Advisors, LLC | 9,338 | $301K | 0.13% | Share |
| 6 | Transcendent Capital Group LLC | 6,200 | $200K | 0.09% | Share |
| 7 | GTS SECURITIES LLC | 12,406 | $0 | 0.00% | Share |
| 8 | Atria Investments, Inc | 16,516 | $0 | 0.00% | Share |
| 9 | MAI Capital Management | 3,000 | $0 | 0.00% | Share |
| 10 | Advisory Services Network, LLC | 16,516 | $0 | 0.00% | Share |
| 11 | Advisory Services Network, LLC | 291 | $0 | 0.00% | Share |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,676 | $0 | 0.00% | Share |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,680 | $0 | 0.00% | Share |