SHDG — Advisor Managed Portfolios Institutional Holders · Q2 2026
Who owns Advisor Managed Portfolios (SHDG)? 14 institutions reported holding $162.67M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: United Capital Financial Advisors, LLC ($156.4M), Soundwatch Capital LLC ($4.3M), Old Mission Capital LLC ($602,351).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $156.4M | 4.8M | Trimmed |
| 2 | Soundwatch Capital LLC | $4.3M | 132,428 | Hold |
| 3 | OLD MISSION CAPITAL LLC | $602,351 | 18,430 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $455,963 | 13,951 | New |
| 5 | Crestwood Advisors Group, LLC | $364,025 | 11,138 | Hold |
| 6 | RAYMOND JAMES FINANCIAL INC | $268,231 | 8,207 | Hold |
| 7 | Transcendent Capital Group LLC | $202,636 | 6,200 | New |
| 8 | Royal Bank of Canada | $26,000 | 808 | Hold |
| 9 | MAI Capital Management | $0 | 0 | Exited |
| 10 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 11 | Atria Investments, Inc | $0 | 0 | Exited |
| 12 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 13 | Navis Wealth Advisors, LLC | $0 | 0 | Exited |
| 14 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30