7 institutions reported holding $163.8M of MANAGER DIRECTED PORTFOLIOS (SWP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strategic Wealth Partners, Ltd. ($141.7M), BRIAN LOW FINANCIAL GROUP, LLC ($21.5M), JANE STREET GROUP, LLC ($381,158), Clearstead Advisors, LLC ($182,526), UBS Group AG ($32,715). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | $141.7M | 5.1M | Added |
| 2 | BRIAN LOW FINANCIAL GROUP, LLC | $21.5M | 771,572 | Added |
| 3 | JANE STREET GROUP, LLC | $381,158 | 13,678 | Added |
| 4 | Clearstead Advisors, LLC | $182,526 | 6,550 | New |
| 5 | UBS Group AG | $32,715 | 1,174 | Added |
| 6 | ASSETMARK, INC | $0 | 0 | Exited |
| 7 | MML INVESTORS SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30