Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SWP GROWTH & INC
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
3,958,947
-
Shares change
-
+90,768
-
Total reported value, excl. options
-
$103,170,162
-
Value change
-
+$2,395,033
-
Number of buys
-
1
-
Number of sells
-
-3
-
Price
-
$26.06
Significant Holders of MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) as of Q2 2025
6 filings reported holding SWP - MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC as of Q2 2025.
MANAGER DIRECTED PORTFOLIOS - SWP GROWTH & INC (SWP) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,958,947 shares
.
Largest 6 shareholders include Strategic Wealth Partners, Ltd. (3,342,301 shares), BRIAN LOW FINANCIAL GROUP, LLC (610,486 shares), UBS Group AG (4,425 shares), Sound Income Strategies, LLC (1,735 shares), GOLDMAN SACHS GROUP INC (0 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.