SWP — Manager Directed Portfolios 机构持仓 · 2026年Q2
谁持有 Manager Directed Portfolios(SWP)?2026年Q2(报告期截至 2026-06-30)共有 7 家机构在 SEC 13F 申报中报告持有,合计 1.64 亿美元。前几大持有机构:Strategic Wealth Partners, Ltd.(1.42 亿美元)、Brian Low Financial Group, LLC(2,150.00 万美元)、简街(38.12 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | $141.7M | 5.1M | 增持 |
| 2 | BRIAN LOW FINANCIAL GROUP, LLC | $21.5M | 771,572 | 增持 |
| 3 | JANE STREET GROUP, LLC | $381,158 | 13,678 | 增持 |
| 4 | Clearstead Advisors, LLC | $182,526 | 6,550 | 新建仓 |
| 5 | UBS Group AG | $32,715 | 1,174 | 增持 |
| 6 | ASSETMARK, INC | $0 | 0 | 清仓 |
| 7 | MML INVESTORS SERVICES, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30