Manager Directed Portfolios - SJLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 57,938 | 1,456 | 0.53% | 0.61% | 1 | -7,344 | -11.25% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | No change | 195 | 4 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q1 2026 | May 05, 2026 |