Who Owns SHDG?
Soundwatch Hedged Equity ETF — Institutional Ownership & 13F Holdings
$32.00
+0.00 (+0.00%)
Market Cap
$167.4M
Shares Outstanding
4,888,830
Institutional Holders
7
Total Inst. Value
$130.4M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
5
Increased
2
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Apexium Financial, LP | $128.4M | 4,616,130 |
| 2 | OLD MISSION CAPITAL LLC | $538K | 19,352 |
| 3 | Advisory Services Network, LLC | $493K | 17,719 |
| 4 | Atria Investments, Inc | $484K | 17,399 |
| 5 | Navis Wealth Advisors, LLCNew | $295K | 10,613 |
| 6 | MAI Capital Management | $167K | 6,000 |
| 7 | Soundwatch Capital LLC | $2K | 61,100 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Apexium Financial, LP | +109K | $128.4M |
| OLD MISSION CAPITAL LLC | +2K | $538K |
| Navis Wealth Advisors, LLCNew | +11K | $295K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Advisory Services Network, LLC | -383 | $493K |
| Atria Investments, Inc | -383 | $484K |
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Frequently Asked Questions
How many institutional investors hold SHDG?
As of Q1 2025, 7 institutional investors report holding SHDG (Soundwatch Hedged Equity ETF) in their 13F filings.
Which hedge fund owns the most SHDG?
The largest institutional holder of SHDG is Apexium Financial, LP with $128.4M in shares.
Are institutions buying or selling SHDG?
This quarter, 1 institutions opened new positions in SHDG and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.