SHDG · Insider trading · 13F holders · Congress trades
Advisor Managed Portfolios (SHDG)
Who is buying and selling SHDG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 2
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SHDG at a glance
- No open-market insider purchases or sales of SHDG were filed in the last 90 days.
- 2 13F filers hold SHDG among their 50 largest positions, worth $160.8M combined. The biggest bets by portfolio weight are United Capital Financial Advisors, LLC (0.9%) and Soundwatch Capital LLC (0.5%).
- No member of Congress has disclosed a trade in SHDG.
SHDG insider trading
No open-market insider purchases or sales of SHDG were filed in the last 90 days.
Who owns SHDG? Hedge funds and superinvestors
2 13F filers hold SHDG among their 50 largest positions, worth $160.8M combined. The biggest bets by portfolio weight are United Capital Financial Advisors, LLC (0.9%) and Soundwatch Capital LLC (0.5%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| United Capital Financial Advisors, LLCWealth manager | 0.9% | $156.4M | 4,789,549 | -3.4% shares | Q2 2026 |
| Soundwatch Capital LLCInstitutional asset manager | 0.5% | $4.3M | 132,428 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 2). Screen SHDG in the grand portfolio →
SHDG stock trades by members of Congress
No member of Congress has disclosed a trade in SHDG.
SHDG questions and answers
Are insiders buying SHDG stock?
No open-market insider purchases or sales of SHDG were filed in the last 90 days.
Which hedge funds own SHDG?
2 13F filers hold SHDG among their 50 largest positions, worth $160.8M combined. The biggest bets by portfolio weight are United Capital Financial Advisors, LLC (0.9%) and Soundwatch Capital LLC (0.5%).
Has Congress traded SHDG?
No member of Congress has disclosed a trade in SHDG.
Who is the largest holder of SHDG?
Among 13F filers, United Capital Financial Advisors, LLC reports the largest SHDG position, $156.4M (4,789,549 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is United Capital Financial Advisors, LLC's: 0.9% of its portfolio.
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