SWP MANAGER DIRECTED PORTFOLIOS: institutional ownership and insider trading
5 funds reported holding $164M of MANAGER DIRECTED PORTFOLIOS in their latest 13F filings; in Q2 2026 funds net bought $8.82M, with 1 new positions and 2 funds selling out.
Largest institutional holders of SWP
- Strategic Wealth Partners, Ltd. — $142M
- BRIAN LOW FINANCIAL GROUP, LLC — $21.5M
- JANE STREET GROUP, LLC — $381K
- Clearstead Advisors, LLC — $183K
- UBS Group AG (UBS) — $32.7K