4 institutions reported holding $34.5M of MANAGER DIRECTED PORTFOLIOS (TOAK) in SEC 13F filings for 2026-03-31. Largest institutional holders: EXCHANGE TRADED CONCEPTS, LLC ($29.2M), Retirement Planning Co of New England, Inc. ($2.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.2M), OLD MISSION CAPITAL LLC ($684,184). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | $29.2M | 1.0M | Added |
| 2 | Retirement Planning Co of New England, Inc. | $2.4M | 85,146 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 76,664 | Added |
| 4 | OLD MISSION CAPITAL LLC | $684,184 | 23,910 | New |
Source: SEC Form 13F filings · as of 2026-03-31