Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / SOUNDWATCH HEDGD
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Number of holders
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7
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Total 13F shares, excl. options
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7.19M
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Shares change
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-27.7K
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Total reported value, excl. options
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$143M
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Value change
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-$788K
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Number of buys
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1
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Number of sells
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-6
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Price
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$29.73
Significant Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) as of Q2 2025
8 filings reported holding SHDG - ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD as of Q2 2025.
ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.19M shares
.
Largest 8 shareholders include Apexium Financial, LP (4.61M shares), Soundwatch Capital LLC (2.53M shares), Atria Investments, Inc (17.2K shares), Advisory Services Network, LLC (17K shares), Navis Wealth Advisors, LLC (9.61K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (7.26K shares), MAI Capital Management (3K shares), and OLD MISSION CAPITAL LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.