TOAK MANAGER DIRECTED PORTFOLIOS: institutional ownership and insider trading

6 funds reported holding $47.1M of MANAGER DIRECTED PORTFOLIOS in their latest 13F filings; in Q2 2026 funds net bought $12.8M, with 2 new positions and 0 funds selling out.

Largest institutional holders of TOAK

  1. EXCHANGE TRADED CONCEPTS, LLC — $41.4M
  2. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $2.53M
  3. Retirement Planning Co of New England, Inc. — $1.45M
  4. OLD MISSION CAPITAL LLC — $1.21M
  5. WEST MICHIGAN ADVISORS, LLC — $301K
  6. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $236K

All TOAK 13F holders