DOSSIER · 13F Holders · Q1 2026
SHDG
ADVISOR MANAGED PORTFOLIOS
11 institutions still hold ADVISOR MANAGED PORTFOLIOS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 00777X603·11 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
11 institutions reported SHDG in Q1 2026. UNITED CAPITAL FINANCIAL ADVISORS, LLC leads at 50.7% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.