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On this page, we present all of the funds holding SHDG from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SHDG, with a link to that fund's top holdings. The next columns
indicate the amount of SHDG stock held by each of the funds holding SHDG, followed by the SHDG position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 5 funds holding SHDG within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Apexium Financial LP. For more details on the positions held by Apexium Financial LP
(or by any of the other funds holding SHDG), click the fund name in the "Holder" column of the funds-holding-SHDG table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Apexium Financial LP | 4,751,068 | $125,216 | 03/31/2024 | SHDG | 4,751,068 | $125,216 | 03/31/2024 | Soundwatch Capital LLC | 61,100 | $1,496 | 12/31/2023 | SHDG | 61,100 | $1,496 | 12/31/2023 | Advisory Services Network LLC | 21,478 | $526 | 12/31/2023 | SHDG | 21,478 | $526 | 12/31/2023 | Navis Wealth Advisors LLC | 10,555 | $258 | 12/31/2023 | SHDG | 10,555 | $258 | 12/31/2023 | Richard P Slaughter Associates Inc | 9,285 | $245 | 03/31/2024 | SHDG | 9,285 | $245 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | SHDG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SHDG
See Details: Top 10 Hedge Funds Holding SHDG
Also See: SHDG Holdings Changes
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