SHDG

Soundwatch Hedged Equity Etf

Latest period2026 - Q1Total superinvestors11

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 11 superinvestors own shares of Soundwatch Hedged Equity Etf (SHDG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Soundwatch Hedged Equity Etf (SHDG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Soundwatch Hedged Equity Etf (SHDG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Soundwatch Hedged Equity Etf (SHDG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
NICHOLE HORTON@United Capital Financial Advisors, Llc
Recent Activity
Decreased -0.55%
0.94%
$152.303M
4.957M shares@ 30.73 avg price
Jan Bos@Soundwatch Capital Llc
Recent Activity
Increased 116.74%
0.52%
$4.067M
132,428 shares@ 30.72 avg price
Laura Tedball@Advisory Services Network, Llc
Recent Activity
Decreased -0.36%
0.01%
$514,277
16,745 shares@ 30.72 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Decreased -0.37%
0.01%
$505,340
16,454 shares@ 30.72 avg price
Brigette Houghton@Crestwood Advisors Group, Llc
Recent Activity
0.01%
$342,074
11,138 shares@ 30.72 avg price
Christian Tiriolo@Gts Securities Llc
Recent Activity
Decreased -10.98%
0.02%
$339,153
11,043 shares@ 30.72 avg price
Paul Fegan@Navis Wealth Advisors, Llc
Recent Activity
Increased 9.85%
0.17%
$315,027
10,257 shares@ 30.72 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
New Position
0.01%
$252,056
8,207 shares@ 30.72 avg price
Donna Schuette@Mai Capital Management
Recent Activity
0.01%
$92,137
3,000 shares@ 30.72 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
New Position
0.01%
$25,000
808 shares@ 30.95 avg price

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