Institutional Ownership
Manager Directed Portfolios
CUSIP 56170L612SWP GROWTH & INCSWPQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | 4.82M | $128.16M |
| 2 | Brian Low Financial Group, LLC | 708.6K | $18.85M |
| 3 | Mml Investors Services, LLC | 23.5K | $624.0K |
| 4 | Jane Street Group, LLC | 9.7K | $257.9K |
| 5 | Assetmark, Inc | 1.1K | $28.5K |
| 6 | Ubs Group AG | 125 | $3.3K |