Institutional Ownership
Manager Directed Portfolios
CUSIP 56170L612SWP GROWTH & INCSWPQ1 2026
Institutional Holders
6
13F filers
Shares Held
5.56M
Aggregate institutional
Institutional Value
$147.92M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased4
Decreased1
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | 4.82M | $128.16M | +91.1K | Added |
| 2 | Brian Low Financial Group, LLC | 708.6K | $18.85M | +50.9K | Added |
| 3 | Mml Investors Services, LLC | 23.5K | $624.0K | +551 | Added |
| 4 | Jane Street Group, LLC | 9.7K | $257.9K | −656 | Reduced |
| 5 | Assetmark, Inc | 1.1K | $28.5K | +1.1K | New |
| 6 | Ubs Group AG | 125 | $3.3K | +12 | Added |