# ADVISOR MANAGED PORTFOLIOS (SHDG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHDG/

- Reporting holders: 9
- Reported value: $162.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1463217-united-capital-financial-advisors-llc/) | $156.4M | 4,789,549 | 0.9% | 3 |
| [Soundwatch Capital LLC](https://holderbook.com/funds/1803253-soundwatch-capital-llc/) | $4.3M | 132,428 | 0.5% | 9 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $602.4K | 18,430 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $456.0K | 13,951 | 0.0% | 1 |
| [Crestwood Advisors Group, LLC](https://holderbook.com/funds/1426853-crestwood-advisors-group-llc/) | $364.0K | 11,138 | 0.0% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $268.2K | 8,207 | 0.0% | 2 |
| [Transcendent Capital Group LLC](https://holderbook.com/funds/2013703-transcendent-capital-group-llc/) | $202.6K | 6,200 | 0.1% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $26.0K | 808 | 0.0% | 2 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $13.0K | 397 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $162.7M |
| Q1 2026 | 11 | $158.8M |
| Q4 2025 | 11 | $166.6M |
| Q3 2025 | 9 | $147.0M |
| Q2 2025 | 6 | $138.5M |
| Q1 2025 | 7 | $132.1M |
| Q4 2024 | 11 | $135.8M |
| Q3 2024 | 9 | $129.5M |
| Q2 2024 | 9 | $135.8M |
| Q1 2024 | 7 | $127.1M |
| Q4 2023 | 5 | $118.4M |
| Q3 2023 | 6 | $22.1M |