SHDG Institutional Ownership
Soundwatch Hedged Equity ETF
1W: -0.1%
1M: +0.6%
3M: +2.5%
YTD: +4.1%
1Y: +6.0%
3Y: +48.1%
$33.66
+0.17 (+0.51%)
Weekly Expected Move ±1.5%
$33
$33
$34
$34
$35
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Institutional Ownership — SHDG
15
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
163M
Total Invested
4
New Positions
0
Increased
7
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,789,549 | 161M | -167,691 | -3.4% | 3Q | SEC ↗ |
| 2 | Soundwatch Capital LLC | 132,428 | 4M | — | +0.0% | 9Q | SEC ↗ |
| 3 | OLD MISSION CAPITAL LLC NEW | 18,430 | 620K | — | +0.0% | 1Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 13,951 | 470K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Crestwood Advisors Group, LLC | 11,138 | 375K | — | +0.0% | 3Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 8,207 | 276K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Transcendent Capital Group LLC NEW | 6,200 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 808 | 27K | — | +0.0% | 2Q | SEC ↗ |
| 9 | Integrated Wealth Concepts LLC NEW | 397 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 10 | MAI Capital Management | 0 | 0K | -3,000 | -100.0% | 6Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 0 | 0K | -172 | -100.0% | 1Q | SEC ↗ |
| 12 | Advisory Services Network, LLC | 0 | 0K | -16,745 | -100.0% | 10Q | SEC ↗ |
| 13 | Navis Wealth Advisors, LLC | 0 | 0K | -10,257 | -100.0% | 10Q | SEC ↗ |
| 14 | GTS SECURITIES LLC | 0 | 0K | -11,043 | -100.0% | 2Q | SEC ↗ |
| 15 | Atria Investments, Inc | 0 | 0K | -16,454 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 18,430 | 620K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,951 | 470K |
| Transcendent Capital Group LLC | 6,200 | 209K |
| Integrated Wealth Concepts LLC | 397 | 13K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 16,745 | 564K |
| Atria Investments, Inc | 16,454 | 554K |
| GTS SECURITIES LLC | 11,043 | 372K |
| Navis Wealth Advisors, LLC | 10,257 | 345K |
| MAI Capital Management | 3,000 | 101K |
| WELLS FARGO & COMPANY/MN | 172 | 6K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, | -167,691 | -3.4% | 4,789,549 |