Institutional Ownership
Advisor Managed Portfolios
CUSIP 00777X603SOUNDWATCH HEDGDSHDGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | United Capital Financial Advisors, LLC | 4.96M | $152.30M |
| 2 | Soundwatch Capital LLC | 132.4K | $4.07M |
| 3 | Advisory Services Network, LLC | 16.7K | $514.3K |
| 4 | Atria Investments, Inc | 16.5K | $505.3K |
| 5 | Crestwood Advisors Group, LLC | 11.1K | $342.1K |
| 6 | Gts Securities LLC | 11.0K | $339.2K |
| 7 | Navis Wealth Advisors, LLC | 10.3K | $315.0K |
| 8 | Raymond James Financial Inc | 8.2K | $252.1K |
| 9 | Mai Capital Management | 3.0K | $92.1K |
| 10 | Royal Bank Of Canada | 808 | $25.0K |