11 tracked 13F filers disclose a position in SHDG as of the latest SEC 13F filings, a combined $154.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $152.3M | 5.0M | ▼−0.6% Reduced · −28K sh | Q1 2026 | |
| 2 | Advisory Services Network, LLC | $514K | 17K | ▼−0.4% Reduced · −62 sh | Q1 2026 | |
| 3 | Crestwood Advisors Group, LLC | $364K | 11K | —Held | Q2 2026 | |
| 4 | GTS SECURITIES LLC | $339K | 11K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 5 | Navis Wealth Advisors, LLC | $315K | 10K | ▲+9.8% Added · +919 sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $252K | 8K | ▲New +8K sh | Q1 2026 | |
| 7 | Transcendent Capital Group LLC | $203K | 6K | ▲New +6K sh | Q2 2026 | |
| 8 | MAI Capital Management | $92K | 3K | —Held | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $25K | 808 | ▼−97% Reduced · −29K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | $13K | 397 | ▲New +397 sh | Q2 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $5K | 172 | ▲New +172 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SHDG, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 4 funds | $671.7M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $650.3M |
| NVIDIA CORPNVDA | 4 funds | $505.5M |
| MICROSOFT CORPMSFT | 4 funds | $392.6M |
| AMAZON.COM INCAMZN | 4 funds | $337.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $279.1M |
| BROADCOM INCAVGO | 4 funds | $220.3M |
| APPLIED MATERIALS INCAMAT | 4 funds | $197.2M |
| ALPHABET INC-CL CGOOG | 4 funds | $177.4M |
| WALMART INCWMT | 4 funds | $173.2M |
| VISA INC-CLASS A SHARESV | 4 funds | $135.2M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $127.9M |
Ranked by how many of SHDG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SHDGthis pageSOUNDWATCH HEDGD | 11 funds | $154.4M |
| MBSXREGAN FIXED RATE | 7 funds | $14.9M |
| RCLRRECKONER BBB-B C | 7 funds | $13.1M |
| RAAARECKONER YIELD E | 7 funds | $7.0M |
| MVPAMILLER VALUE PAR | 7 funds | $3.1M |
| RCLORECKONER BBB-B | 6 funds | $8.2M |
| 00777X454RECKONER YIELD | 5 funds | $12.3M |
| RVERTRENCHLESS FUND | 4 funds | $1.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SHDG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SHDG/capital-change-brief"
Use Arkolith's capital_change_brief for SHDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SHDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.