SHDG — Soundwatch Hedged Equity ETF
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2022-10-25.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 152.3M | 5.0M |
| Soundwatch Capital LLC | 4.1M | 132.4K |
| Advisory Services Network, LLC | 514.3K | 16.7K |
| Atria Investments, Inc | 505.3K | 16.5K |
| Crestwood Advisors Group, LLC | 342.1K | 11.1K |
| GTS SECURITIES LLC | 339.2K | 11.0K |
| Navis Wealth Advisors, LLC | 315.0K | 10.3K |
| RAYMOND JAMES FINANCIAL INC | 252.1K | 8.2K |
| MAI Capital Management | 92.1K | 3.0K |
| ROYAL BANK OF CANADA | 25.0K | 808 |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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