Manager Directed Portfolios - SWP
Sector:
Funds
· Industry:
Investment Company
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$147.9M
QoQ value delta ($000)
-$2.584M
(-1.72%)
Implied price effect (QoQ)
-4.24%
Shares
Total shares
5,560,927
QoQ shares delta
+143,001
(+2.64%)
Total shares held by funds (by quarter)
Market chart (SWP)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 128,159 | 4,817,989 | 8.88% |
| BRIAN LOW FINANCIAL GROUP, LLC | 18,848 | 708,588 | 12.81% |
| MML INVESTORS SERVICES, LLC | 623 | 23,457 | 0.0% |
| JANE STREET GROUP, LLC | 257 | 9,696 | 0.0% |
| ASSETMARK, INC | 28 | 1,072 | 0.0% |
| UBS Group AG | 3 | 125 | 0.0% |