SWP — Manager Directed Portfolios Institutional Holders · Q2 2026
Who owns Manager Directed Portfolios (SWP)? 7 institutions reported holding $163.78M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Strategic Wealth Partners, Ltd. ($141.7M), Brian Low Financial Group, LLC ($21.5M), Jane Street Group, LLC ($381,158).
| 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