ADVISOR MANAGED PORTFOLIOS

$SHDG
← All companies Sign in to track
13F holders
10
Insider buys · 90d
0
Congress · 90d
0

Institutional holders

Top 10 of 10 · Source: 13F-HR
01
Beach Point Capital Management LP
02
Stokes Family Office, LLC
03
Covey Capital Advisors, LLC
04
Sompo Asset Management Co., Ltd.
05
O'Shaughnessy Asset Management, LLC
06
Korea Investment CORP
07
Kensington Investment Counsel, LLC
08
Loomis Sayles & Co. L P
09
Kahn Brothers Group Inc.
10
State Farm Mutual Automobile Insurance Co.

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $SHDG. The institutional holders table below shows the broader 13F picture.

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 · CapitolTrades · Last refreshed 14:35 UTC.