# ADVISOR MANAGED PORTFOLIOS SOUNDWATCH HEDGD

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.

## Summary

- Issuer: ADVISOR MANAGED PORTFOLIOS
- Class: SOUNDWATCH HEDGD
- CUSIP: 00777X603
- 13F holders: 13
- 13F value: $300.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [UNITED CAPITAL FINANCIAL ADVISERS, LLC](https://search.stillhousedata.com/firm/134600) | 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](https://search.stillhousedata.com/firm/286243) | BOSTON, MA | $364K | 11,138 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/00777X603.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.