SHDG — Advisor Managed Portfolios 机构持仓 · 2026年Q2
谁持有 Advisor Managed Portfolios（SHDG）？2026年Q2（报告期截至 2026-06-30）共有 14 家机构在 SEC 13F 申报中报告持有，合计 1.63 亿美元。前几大持有机构：United Capital Financial Advisors, LLC（1.56 亿美元）、Soundwatch Capital LLC（430.00 万美元）、Old Mission Capital LLC（60.24 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $156.4M | 4.8M | 减持 |
| 2 | Soundwatch Capital LLC | $4.3M | 132,428 | 持平 |
| 3 | OLD MISSION CAPITAL LLC | $602,351 | 18,430 | 新建仓 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $455,963 | 13,951 | 新建仓 |
| 5 | Crestwood Advisors Group, LLC | $364,025 | 11,138 | 持平 |
| 6 | RAYMOND JAMES FINANCIAL INC | $268,231 | 8,207 | 持平 |
| 7 | Transcendent Capital Group LLC | $202,636 | 6,200 | 新建仓 |
| 8 | Royal Bank of Canada | $26,000 | 808 | 持平 |
| 9 | MAI Capital Management | $0 | 0 | 清仓 |
| 10 | GTS SECURITIES LLC | $0 | 0 | 清仓 |
| 11 | Atria Investments, Inc | $0 | 0 | 清仓 |
| 12 | Advisory Services Network, LLC | $0 | 0 | 清仓 |
| 13 | Navis Wealth Advisors, LLC | $0 | 0 | 清仓 |
| 14 | WELLS FARGO & COMPANY/MN | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30