MANAGER DIRECTED PORTFOLIOS (SJCP)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
4
Reporting holders
$5.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | $4.3M | 170,911 | 0.48% | new | NEW |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.4M | 56,316 | 0.48% | 4q | -4.0%-$59.0K |
| Integrated Wealth Concepts LLC | $151.6K | 6,074 | 0.00% | new | NEW |
| UBS Group AG | $150 | 6 | 0.00% | 2q | +500.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $5.8M | 233,307 | 2 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $1.7M | 66,999 | 1 | 0 | 2 | 0.0% |
| Q4 2025 | 2 | $1.9M | 74,689 | 1 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $1.1M | 42,280 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 2 | $761.0K | 30,610 | 0 | 1 | 1 | 0.0% |
| Q1 2025 | 2 | $744.2K | 29,810 | 2 | 0 | 0 | 0.0% |