ADVISOR MANAGED PORTFOLIOS SOUNDWATCH HEDGD is a security (CUSIP 00777X603) tracked across SEC portfolio filings. 13 institutional managers reported $300.6M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | NEWPORT BEACH, CA | $152.3M | 4,957,240 |
| Apexium Financial, LP | NEW YORK, NY | $142.1M | 4,486,247 |
| Soundwatch Capital LLC | ROWAYTON, CT | $4.1M | 132,428 |
| Advisory Services Network, LLC | Atlanta, GA | $514K | 16,745 |
| Crestwood Advisors Group, LLC | BOSTON, MA | $364K | 11,138 |
| GTS SECURITIES LLC | NEW YORK, NY | $339K | 11,043 |
| Navis Wealth Advisors, LLC | RYE BROOK, NY | $315K | 10,257 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $252K | 8,207 |
| Transcendent Capital Group LLC | EDMOND, OK | $203K | 6,200 |
| MAI Capital Management | INDEPENDENCE, OH | $92K | 3,000 |
| Royal Bank of Canada | TORONTO, A6 | $25K | 808 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $5K | 172 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |