TOAK — Manager Directed Portfolios Institutional Holders · Q2 2026
Who owns Manager Directed Portfolios (TOAK)? 6 institutions reported holding $47.62M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Exchange Traded Concepts, LLC ($41.4M), Wealth Enhancement Advisory Services, LLC ($2.5M), Retirement Planning Co of New England, Inc. ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | $41.4M | 1.4M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 85,434 | Added |
| 3 | Retirement Planning Co of New England, Inc. | $2.0M | 70,361 | Trimmed |
| 4 | OLD MISSION CAPITAL LLC | $1.2M | 41,866 | Added |
| 5 | WEST MICHIGAN ADVISORS, LLC | $301,095 | 10,442 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $235,755 | 8,176 | New |
Source: SEC Form 13F filings · as of 2026-06-30