2 institutions reported holding $1.5M of MANAGER DIRECTED PORTFOLIOS (SJLD) in SEC 13F filings for 2026-03-31. Largest institutional holders: WEALTHEDGE INVESTMENT ADVISORS, LLC ($1.5M), UBS Group AG ($4,903). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.5M | 57,938 | Trimmed |
| 2 | UBS Group AG | $4,903 | 195 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31