# MANAGER DIRECTED PORTFOLIOS (SWP)

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

- Reporting holders: 5
- Reported value: $163.8M
- 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 |
|---|---|---|---|---|
| [Strategic Wealth Partners, Ltd.](https://holderbook.com/funds/1720777-strategic-wealth-partners-ltd/) | $141.7M | 5,084,437 | 8.8% | 7 |
| [BRIAN LOW FINANCIAL GROUP, LLC](https://holderbook.com/funds/2079080-brian-low-financial-group-llc/) | $21.5M | 771,572 | 12.5% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $381.2K | 13,678 | 0.0% | 3 |
| [Clearstead Advisors, LLC](https://holderbook.com/funds/842775-clearstead-advisors-llc/) | $182.5K | 6,550 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $32.7K | 1,174 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $163.8M |
| Q1 2026 | 6 | $147.9M |
| Q4 2025 | 5 | $150.5M |
| Q3 2025 | 7 | $120.7M |
| Q2 2025 | 4 | $103.2M |
| Q1 2025 | 4 | $705.1K |
| Q4 2024 | 3 | $85.7M |
| Q3 2024 | 2 | $80.7M |
| Q1 2020 | 43 | $507.1M |
| Q4 2019 | 43 | $846.9M |
| Q3 2019 | 42 | $833.3M |
| Q2 2019 | 48 | $802.3M |