DOSSIER · 13F Holders · Q3 2026
SJLD

MANAGER DIRECTED PORTFOLIOS

3 institutions still hold MANAGER DIRECTED PORTFOLIOS as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 56170L679·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
3
filers reporting
Concentration
84.50%
WEALTHEDGE INVESTMENT ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported SJLD in Q3 2026. WEALTHEDGE INVESTMENT ADVISORS, LLC leads at 84.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WEALTHEDGE INVESTMENT ADVISORS, LLC
CIK 0002058455
$1M53K0.43%Q3 2026
02
BOLTON SECURITIES CORPORATION
CIK 0001457457
$243K10K0.01%Q3 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025