2 institutions reported holding $21.5M of MANAGER DIRECTED PORTFOLIOS (SWP) in SEC 13F filings for 2026-06-30. Largest institutional holders: BRIAN LOW FINANCIAL GROUP, LLC ($21.5M), ASSETMARK, INC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BRIAN LOW FINANCIAL GROUP, LLC | $21.5M | 771,572 | Added |
| 2 | ASSETMARK, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30