13FBOX
SOUNDWATCH HEDGED EQUITY ETF · 13F Institutional Holdings
Options Calculator Rankings
S

SOUNDWATCH HEDGED EQUITY ETF

SHDG
Institutions
9
Combined AUM (Q2 2026)
$162.7M
Combined Shares (Q2 2026)
5.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+38,978
4 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-225,362
7 · 6 Exit · ≈
⚖️ Net
-186,384
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$162.7M
Institutions
9
New Buys
4
Adds
0
Reduces
1
Exits
6
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.86%0.94%#1$156.4M4.8M$152.3M5.0M-167,691-3.38%Reduce
Soundwatch Capital LLC
0.48%0.51%#2$4.3M132,428$4.1M132,42800.00%Unchanged
OLD MISSION CAPITAL LLC
0.01%#4$602,35118,430$00+18,430New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#8$455,96313,951$00+13,951New Buy
Crestwood Advisors Group, LLC
0.01%0.01%#5$364,02511,138$342,07411,13800.00%Unchanged
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#6$268,2318,207$252,0568,20700.00%Unchanged
Transcendent Capital Group LLC
0.08%#3$202,6366,200$00+6,200New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#9$26,000808$25,00080800.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#7$12,988397$00+397New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow