Manager Directed Portfolios (SJCP) institutional ownership
MANAGER DIRECTED PORTFOLIOS · 13F, 2026Q2
| Managers holding | 4 |
|---|---|
| Shares held | 233,307 |
| Reported value | $5.8m |
| Quarter flows | 2 new, 1 added, 1 trimmed, 1 exited |
Top 4 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Brookwood Investment Group LLC | 170,911 | $4.3m | 0.5% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 56,316 | $1.4m | 0.5% |
| Integrated Wealth Concepts LLC | 6,074 | $151,604 | 0.0% |
| UBS Group AG | 6 | $150 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SJCP"). SJCP price history · All 13F data