DOSSIER · 13F Holders · Q1 2026
SWP
MANAGER DIRECTED PORTFOLIOS
6 institutions still hold MANAGER DIRECTED PORTFOLIOS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 56170L612·6 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
6 institutions reported SWP in Q1 2026. Strategic Wealth Partners, Ltd. leads at 86.7% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.