Q3 2025 13F Holders as of 30 Sep 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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9
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Total 13F shares, excl. options
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4.64M
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Shares change
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-2.55M
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Total reported value, excl. options
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$147M
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Value change
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-$80.7M
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Number of buys
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3
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Number of sells
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-4
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Price
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$31.67
Significant Holders of ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) as of Q3 2025
9 filings reported holding SHDG - ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD as of Q3 2025.
ADVISOR MANAGED PORTFOLIOS - SOUNDWATCH HEDGD (SHDG) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.64M shares
.
Largest 9 shareholders include Apexium Financial, LP (4.49M shares), Soundwatch Capital LLC (61.1K shares), OLD MISSION CAPITAL LLC (25.3K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (20.9K shares), Advisory Services Network, LLC (16.9K shares), Atria Investments, Inc (16.6K shares), Navis Wealth Advisors, LLC (9.61K shares), MAI Capital Management (3K shares), and UBS Group AG (1 shares).
This table shows the top 9 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.