Advisor Managed Portfolios (SHDG) institutional ownership
ADVISOR MANAGED PORTFOLIOS · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 4,981,108 |
| Reported value | $162.7m |
| Quarter flows | 4 new, 0 added, 1 trimmed, 6 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,789,549 | $156.4m | 0.9% |
| Soundwatch Capital LLC | 132,428 | $4.3m | 0.5% |
| OLD MISSION CAPITAL LLC | 18,430 | $602,351 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,951 | $455,963 | 0.0% |
| Crestwood Advisors Group, LLC | 11,138 | $364,025 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 8,207 | $268,231 | 0.0% |
| Transcendent Capital Group LLC | 6,200 | $202,636 | 0.1% |
| ROYAL BANK OF CANADA | 808 | $26,000 | 0.0% |
| Integrated Wealth Concepts LLC | 397 | $12,988 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SHDG"). SHDG price history · All 13F data