SOUNDWATCH HEDGED EQUITY ETF SHDG
$32.65
-0.2% 52w: $29.17 – $32.83
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data29.1731.0032.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
11
+0 QoQ
13F value
$158.8M
-4.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SHDG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 5.0M | $152.3M | 0.9% | -0.6% |
| Soundwatch Capital LLC | Wealth advisor | 132.4K | $4.1M | 0.5% | +116.7% |
| Advisory Services Network, LLC | Diversified mechanical | 16.7K | $514K | 0.0% | -0.4% |
| Atria Investments, Inc | Wealth advisor | 16.5K | $505K | 0.0% | -0.4% |
| Crestwood Advisors Group, LLC | Other | 11.1K | $342K | 0.0% | Held |
| GTS SECURITIES LLC | Market maker | 11.0K | $339K | 0.0% | -11.0% |
| Navis Wealth Advisors, LLC | Wealth advisor | 10.3K | $315K | 0.2% | +9.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.2K | $252K | 0.0% | New |
| MAI Capital Management | Wealth advisor | 3.0K | $92K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 808 | $25K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 172 | $5K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.