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 | Added to | 65,282 | 1,650 | 0.61% | 0.28% | 1 | +36,531 | 127.06% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 195 | 4 | 0.0% | — | 2 | +195 | New | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,033 | -100.0% | Q3 2025 | Nov 14, 2025 |