SWP institutional holders
MANAGER DIRECTED PORTFOLIOS · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 5,877,411 |
| Reported value | $163.8m |
| Quarter flows | 1 new, 4 added, 0 trimmed, 2 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 5,084,437 | $141.7m | 8.8% |
| BRIAN LOW FINANCIAL GROUP, LLC | 771,572 | $21.5m | 12.5% |
| JANE STREET GROUP, LLC | 13,678 | $381,158 | 0.0% |
| Clearstead Advisors, LLC | 6,550 | $182,526 | 0.0% |
| UBS Group AG | 1,174 | $32,715 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SWP"). SWP price history · All 13F data