Who Owns Soundwatch Hedged Equity ETF (SHDG)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$16000019735793592320.0T
% of Float Held
—
QoQ Change in Holders
+5 / -2
Price History
SHDG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | New Position | +5.0M | +$160.0M |
| Soundwatch Capital LLC | New Position | +61K | +$2.0M |
| Crestwood Advisors Group, LLC | New Position | +11K | +$359K |
| Transcendent Capital Group LLC | New Position | +6K | +$200K |
| GTS SECURITIES LLC | New Position | +12K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +2K | +$-660.8M |
SHDG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Apexium Financial, LP | Closed Position | -4.5M | -$142.1B |
| OLD MISSION CAPITAL LLC | Decreased | -7K | -$799.4M |
| Advisory Services Network, LLC | Decreased | -110 | -$535.8M |
| Atria Investments, Inc | Decreased | -110 | -$526.6M |
| Navis Wealth Advisors, LLC | Decreased | -275 | -$304.2M |
| UBS Group AG | Closed Position | -1 | -$32K |
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 | Advisory Services Network, LLC | 16,516 | $0 | 0.00% | Share |
| 8 | MAI Capital Management | 3,000 | $0 | 0.00% | Share |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,676 | $0 | 0.00% | Share |
| 10 | Atria Investments, Inc | 16,516 | $0 | 0.00% | Share |
| 11 | Advisory Services Network, LLC | 291 | $0 | 0.00% | Share |
| 12 | GTS SECURITIES LLC | 12,406 | $0 | 0.00% | Share |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,680 | $0 | 0.00% | Share |
SHDG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $163.4M | +3 |
| Q3 2025 | 8 | $145.0B | +1 |
| Q2 2025 | 7 | $142.9B | +0 |
| Q1 2025 | 7 | $132.1B | -4 |
| Q4 2024 | 11 | $131.3T | +4 |
| Q3 2024 | 7 | $127.0T | +1 |
| Q2 2024 | 6 | $133.9T | +1 |
| Q1 2024 | 5 | $126.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold SHDG (Soundwatch Hedged Equity ETF). The largest holder is UNITED CAPITAL FINANCIAL ADVISORS, LLC with $160.0M in shares. This quarter, 5 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own SHDG?
As of Q4 2025, 13 institutional investors report holding SHDG (Soundwatch Hedged Equity ETF) in their 13F filings.
Who is the largest institutional holder of SHDG?
The largest institutional holder of SHDG is UNITED CAPITAL FINANCIAL ADVISORS, LLC with $160.0M in shares.
Is institutional ownership of SHDG increasing or decreasing?
This quarter, 5 institutions opened new positions in SHDG and 2 closed their positions.