Institutional Ownership
Manager Directed Portfolios
CUSIP 56170L695VERT GLB SUST REVGSRQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
89
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 | Abacus Wealth Partners, LLC | 12.66M | $130.75M |
| 2 | Brighton Jones LLC | 3.67M | $37.95M |
| 3 | Focus Partners Wealth | 3.54M | $37.18M |
| 4 | First Pacific Financial | 1.51M | $15.65M |
| 5 | Fmr LLC | 1.51M | $15.58M |
| 6 | Forum Financial Management, LP | 1.32M | $13.69M |
| 7 | Pfg Investments, LLC | 919.2K | $9.50M |
| 8 | Mission Wealth Management, LP | 631.9K | $6.53M |
| 9 | Wcg Wealth Advisors LLC | 546.1K | $5.64M |
| 10 | Soa Wealth Advisors, LLC. | 540.1K | $5.58M |