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Soundwatch Hedged Equity ETF (SHDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Soundwatch Capital LLC
UNCHANGED
Shares132,428 from 132,428
Change0 (0%)
Value$4.5M (+$128.6K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED
Shares11,138 from 11,138
Change0 (0%)
Value$372.3K (+$8.3K)
Filed 2026-10-27
Transcendent Capital Group LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$207.3K (+$4.6K)
Filed 2026-10-28
United Capital Financial Advisors, LLC
N/A
Shares— from 4,789,549
Change-4,789,549 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,951
Change-13,951 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,207
Change-8,207 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 808
Change-808 (-100%)
Value—
Status
Soundwatch Capital LLC
UNCHANGED132,428132,42800%$4.3M$4.5M+$128.6K2026-11-04
Crestwood Advisors Group, LLC
UNCHANGED11,13811,13800%$364.0K$372.3K+$8.3K2026-10-27
Transcendent Capital Group LLC
UNCHANGED6,2006,20000%$202.6K$207.3K+$4.6K2026-10-28
United Capital Financial Advisors, LLC
N/A—4,789,549-4,789,549-100%$156.4M———
Old Mission Capital LLC
N/A—18,430-18,430-100%$602.4K———
Susquehanna International Group, LLP
N/A—13,951-13,951-100%$456.0K———
Raymond James Financial Inc
N/A—8,207-8,207-100%$268.2K———
Royal Bank of Canada
N/A—808-808-100%$26.0K———
Showing 8 of 8 institutions