5 institutions reported holding $5.8M of MANAGER DIRECTED PORTFOLIOS (SJCP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookwood Investment Group LLC ($4.3M), WEALTHEDGE INVESTMENT ADVISORS, LLC ($1.4M), Integrated Wealth Concepts LLC ($151,604), UBS Group AG ($150), JANE STREET GROUP, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookwood Investment Group LLC | $4.3M | 170,911 | New |
| 2 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.4M | 56,316 | Trimmed |
| 3 | Integrated Wealth Concepts LLC | $151,604 | 6,074 | New |
| 4 | UBS Group AG | $150 | 6 | Added |
| 5 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30