SJCP — Manager Directed Portfolios Institutional Holders · Q2 2026
Who owns Manager Directed Portfolios (SJCP)? 4 institutions reported holding $5.67M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Brookwood Investment Group LLC ($4.3M), Wealthedge Investment Advisors, LLC ($1.4M), UBS Group AG ($150).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | $4.3M | 170,911 | New |
| 2 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.4M | 56,316 | Trimmed |
| 3 | UBS Group AG | $150 | 6 | Added |
| 4 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30