Soundwatch Hedged Equity ETF (SHDG)

CUSIP: 00777X603 | NYSE | 19 institutional holders

Institutional Holders — Q3 2026

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0.5% of portfolio$4.5M

0.0% of portfolio$372.3K

0.1% of portfolio$207.3K

				Style	Turnover	Location	Filed
Soundwatch Capital LLC	132,428	$4.5M	0.5%	ETF	Very Low	Dallas, TX	2026-11-04
Crestwood Advisors Group, LLC	11,138	$372.3K	0.0%	Growth	Low	Boston, MA	2026-10-27
Transcendent Capital Group LLC	6,200	$207.3K	0.1%	ETF	Medium	Edmond, OK	2026-10-28