Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SWP GROWTH & INC
-
Total 13F shares
-
3,958,947
-
Share change
-
+90,768
-
Total reported value
-
$103,170,162
-
Price per share
-
$26.06
-
Number of holders
-
4
-
Value change
-
+$2,395,033
-
Number of buys
-
1
-
Number of sells
-
3
Institutional Holders of MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) as of Q2 2025
As of 30 Jun 2025,
MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,958,947 shares.
The largest 4 holders included
Strategic Wealth Partners, Ltd., BRIAN LOW FINANCIAL GROUP, LLC, UBS Group AG, and Sound Income Strategies, LLC.
This page lists
4
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.