Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ADVISOR MANAGED PORTFOLIOS
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 5M shares of SHDG (ADVISOR MANAGED PORTFOLIOS), worth $152.3M as of 2026-Q1. The position was decreased (-0.6% shares). SHDG represents 0.9% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$152.3M
Current Shares
5M
Total Value Change
-$8.6M
Total Shares Change
-27,882
Other major holders of SHDG: SUSQUEHANNA INTERNATIONAL GROUP, LLP
Decreased |
| 5M |
-0.6% |
| $152.3M |
| 0.9% |
| $32.28 |
0 |
| 2025-Q4 | New | 5M | - | $160.9M | 1.0% | $32.54 | 59 |