SHDG (ADVISOR MANAGED PORTFOLIOS) is held by 5 institutional investors as of Q1 2026. Largest holders: UNITED CAPITAL FINANCIAL ADVISORS, LLC ($152.3M), RAYMOND JAMES FINANCIAL INC ($252,056), MAI Capital Management ($92,137). Net institutional sentiment: Mixed.
5
Holders
Avg rating
$152.7M
Total Value
60% (6)
Fund Consensus
3 buying - 2 selling
Smart Money Verdict41Weak MomentumSingle Source
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See how SHDG's score breaks down across 4 SEC sources
Held by 5 funds
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 5M(-0.6%) | $152.3M | 0.9% | -0.49% | 0 | |
New | 8,207 | $252,056 | 0.0% | +0.31% | 32 | |
Unchanged | 3,000 | $92,137 | 0.0% | +19.44% | 0 | |
New | 808 | $25,000 | 0.0% | +0.31% | 29 | |
New | 172 | $5,283 | 0.0% | +0.31% | 23 | |
Exited | 0(-100.0%) | $754,345 | 0.0% | +4.07% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer