# MANAGER DIRECTED PORTFOLIOS (SJCP)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SJCP/

- Reporting holders: 4
- Reported value: $5.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Brookwood Investment Group LLC](https://holderbook.com/funds/2066812-brookwood-investment-group-llc/) | $4.3M | 170,911 | 0.5% | 1 |
| [WEALTHEDGE INVESTMENT ADVISORS, LLC](https://holderbook.com/funds/2058455-wealthedge-investment-advisors-llc/) | $1.4M | 56,316 | 0.5% | 4 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $151.6K | 6,074 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $150 | 6 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $5.8M |
| Q1 2026 | 3 | $1.7M |
| Q4 2025 | 2 | $1.9M |
| Q3 2025 | 1 | $1.1M |
| Q2 2025 | 2 | $761.0K |
| Q1 2025 | 2 | $744.2K |