Institutional Ownership
Manager Directed Portfolios
CUSIP 56170L695VERT GLB SUST REVGSRQ1 2026
Institutional Holders
89
13F filers
Shares Held
35.28M
Aggregate institutional
Institutional Value
$348.00M
Q1 2026
Net New Holders
+6
12 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased47
Decreased19
Sold out6
Institutional Holders
89 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 12.66M | $130.75M | +246.0K | Added |
| 2 | Brighton Jones LLC | 3.67M | $37.95M | +95.6K | Added |
| 3 | Focus Partners Wealth | 3.54M | $37.18M | −122.6K | Reduced |
| 4 | First Pacific Financial | 1.51M | $15.65M | +28.3K | Added |
| 5 | Fmr LLC | 1.51M | $15.58M | +143.6K | Added |
| 6 | Forum Financial Management, LP | 1.32M | $13.69M | +14.6K | Added |
| 7 | Pfg Investments, LLC | 919.2K | $9.50M | +7.8K | Added |
| 8 | Mission Wealth Management, LP | 631.9K | $6.53M | −6.3K | Reduced |
| 9 | Wcg Wealth Advisors LLC | 546.1K | $5.64M | +12.6K | Added |
| 10 | Soa Wealth Advisors, LLC. | 540.1K | $5.58M | +16.7K | Added |
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