5 institutions reported holding $47.3M of MANAGER DIRECTED PORTFOLIOS (TOAK) in SEC 13F filings for 2026-06-30. Largest institutional holders: EXCHANGE TRADED CONCEPTS, LLC ($41.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.5M), Retirement Planning Co of New England, Inc. ($2.0M), OLD MISSION CAPITAL LLC ($1.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($235,755). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | $41.4M | 1.4M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 85,434 | Added |
| 3 | Retirement Planning Co of New England, Inc. | $2.0M | 70,361 | Trimmed |
| 4 | OLD MISSION CAPITAL LLC | $1.2M | 41,866 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $235,755 | 8,176 | New |
Source: SEC Form 13F filings · as of 2026-06-30