Institutional Ownership
Advisor Managed Portfolios
CUSIP 00777X603SOUNDWATCH HEDGDSHDGQ1 2026
Institutional Holders
11
13F filers
Shares Held
5.17M
Aggregate institutional
Institutional Value
$158.76M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased4
Sold out3
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | United Capital Financial Advisors, LLC | 4.96M | $152.30M | −27.9K | Reduced |
| 2 | Soundwatch Capital LLC | 132.4K | $4.07M | +71.3K | Added |
| 3 | Advisory Services Network, LLC | 16.7K | $514.3K | −62 | Reduced |
| 4 | Atria Investments, Inc | 16.5K | $505.3K | −62 | Reduced |
| 5 | Crestwood Advisors Group, LLC | 11.1K | $342.1K | 0 | Held |
| 6 | Gts Securities LLC | 11.0K | $339.2K | −1.4K | Reduced |
| 7 | Navis Wealth Advisors, LLC | 10.3K | $315.0K | +919 | Added |
| 8 | Raymond James Financial Inc | 8.2K | $252.1K | +8.2K | New |
| 9 | Mai Capital Management | 3.0K | $92.1K | 0 | Held |
| 10 | Royal Bank Of Canada | 808 | $25.0K | +808 | New |
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