Manager Directed Portfolios - TOAK
Sector:
Funds
· Industry:
Investment Company
Website:
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$13.48M
QoQ value delta ($000)
+$9.907M
(+277.66%)
Implied price effect (QoQ)
+0.97%
Shares
Total shares
474,603
QoQ shares delta
+347,716
(+274.04%)
Total shares held by funds (by quarter)
Market chart (TOAK)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 9,652 | 340,000 | 0.07% |
| Retirement Planning Co of New England, Inc. | 2,419 | 85,232 | 0.97% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,404 | 49,371 | 0.0% |