6 institutions reported holding $147.9M of MANAGER DIRECTED PORTFOLIOS (SWP) in SEC 13F filings for 2026-03-31. Largest institutional holders: Strategic Wealth Partners, Ltd. ($128.2M), BRIAN LOW FINANCIAL GROUP, LLC ($18.8M), MML INVESTORS SERVICES, LLC ($623,956), JANE STREET GROUP, LLC ($257,917), ASSETMARK, INC ($28,516). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | $128.2M | 4.8M | Added |
| 2 | BRIAN LOW FINANCIAL GROUP, LLC | $18.8M | 708,588 | Added |
| 3 | MML INVESTORS SERVICES, LLC | $623,956 | 23,457 | Added |
| 4 | JANE STREET GROUP, LLC | $257,917 | 9,696 | Trimmed |
| 5 | ASSETMARK, INC | $28,516 | 1,072 | New |
| 6 | UBS Group AG | $3,325 | 125 | Added |
Source: SEC Form 13F filings · as of 2026-03-31