HolderBook

MANAGER DIRECTED PORTFOLIOS (SJLD)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

2
Reporting holders
$1.6M
Reported value
0.0%
Held as options
+0
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

FilerValueShares Their book Held Change
WEALTHEDGE INVESTMENT ADVISORS, LLC$1.4M55,5610.47%4q-4.1%-$59.7K
JANE STREET GROUP, LLC$232.1K9,2470.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20262$1.6M64,8081010.0%
Q1 20262$1.5M58,1330010.0%
Q4 20252$1.7M65,4771100.0%
Q3 20252$931.9K36,7841010.0%
Q2 20252$244.9K9,7691000.0%
Q1 20251$10140000.0%
Q4 20241$10041000.0%