Who owns Soundwatch Hedged Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SHDG from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 5.0M shares of Soundwatch Hedged Equity ETF worth $162.7M — about 100.5% of shares outstanding; the largest disclosed holder is UNITED CAPITAL FINANCIAL ADVISORS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$162.7M
value, 2026 filers
100.5%
of shares outstanding (5.0M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SHDG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4.8M | $156.4M | 0.9% | 96.6% | -3.4% |
| 2 | Soundwatch Capital LLC | 132,428 | $4.3M | 0.5% | 2.7% | 0.0% |
| 3 | OLD MISSION CAPITAL LLCNEW | 18,430 | $602,351 | 0.0% | 0.4% | new |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 13,951 | $455,963 | 0.0% | 0.3% | new |
| 5 | Crestwood Advisors Group, LLC | 11,138 | $364,025 | 0.0% | 0.2% | 0.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 8,207 | $268,231 | 0.0% | 0.2% | 0.0% |
| 7 | Transcendent Capital Group LLCNEW | 6,200 | $202,636 | 0.1% | 0.1% | new |
| 8 | ROYAL BANK OF CANADA | 808 | $26,000 | 0.0% | 0% | 0.0% |
| 9 | Integrated Wealth Concepts LLCNEW | 397 | $12,988 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.