3 institutions reported holding $1.7M of MANAGER DIRECTED PORTFOLIOS (SJCP) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTHEDGE INVESTMENT ADVISORS, LLC ($1.5M), JANE STREET GROUP, LLC ($206,928), UBS Group AG ($25). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.5M | 58,678 | Trimmed |
| 2 | JANE STREET GROUP, LLC | $206,928 | 8,320 | Trimmed |
| 3 | UBS Group AG | $25 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31