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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
1Strategic Wealth Partners, Ltd.$141.7M5.1M增持
2BRIAN LOW FINANCIAL GROUP, LLC$21.5M771,572增持
3JANE STREET GROUP, LLC$381,15813,678增持
4Clearstead Advisors, LLC$182,5266,550新建仓
5UBS Group AG$32,7151,174增持
6ASSETMARK, INC$00清仓
7MML INVESTORS SERVICES, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30