ADVISOR MANAGED PORTFOLIOS
Institutional coverage
10 13F filers hold $SHDG.
13F holders
10
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $SHDG. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 10 · Source: 13F-HR01
Beach Point Capital Management LP
0.94% of portfolio
4,957,240 sh
02
Stokes Family Office, LLC
0.51% of portfolio
132,428 sh
03
Covey Capital Advisors, LLC
0.01% of portfolio
49,653 sh
04
Sompo Asset Management Co., Ltd.
0.01% of portfolio
16,454 sh
05
O'Shaughnessy Asset Management, LLC
0.01% of portfolio
11,138 sh
06
Korea Investment CORP
0.01% of portfolio
11,043 sh
07
Kensington Investment Counsel, LLC
0.16% of portfolio
10,257 sh
08
Loomis Sayles & Co. L P
—
8,207 sh
09
Kahn Brothers Group Inc.
—
3,000 sh
10
State Farm Mutual Automobile Insurance Co.
—
172 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SHDG in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SHDG in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:28 UTC.