SHDG ADVISOR MANAGED PORTFOLIOS: institutional ownership and insider trading
9 funds reported holding $305M of ADVISOR MANAGED PORTFOLIOS in their latest 13F filings; in Q2 2026 funds net sold $6.10M, with 3 new positions and 6 funds selling out.
Largest institutional holders of SHDG
- UNITED CAPITAL FINANCIAL ADVISORS, LLC — $156M
- Apexium Financial, LP — $142M
- Soundwatch Capital LLC — $4.33M
- OLD MISSION CAPITAL LLC — $602K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $456K
- Crestwood Advisors Group, LLC — $364K
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $268K
- Transcendent Capital Group LLC — $203K
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $26.0K