DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

VGSR

MANAGER DIRECTED PORTFOLIOS

98 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 56170L695·98 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 7.9%

vs prior quarter

13F value held

$345M

59.0% inst. owned

of float

Holders

98

-20 QoQ

filers reporting

Activity

+81 / −13

+901 added · −883 reduced

this quarter

Concentration

37.85%

Abacus Wealth Partners, LLC #1

top holder share

AI Holders Summary · Q1 2026

98 institutions reported VGSR in Q1 2026. Abacus Wealth Partners, LLC leads at 37.8% of the visible book. -20 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Abacus Wealth Partners, LLC

$131M12.7M11.94%Q1 2026 02

Focus Partners Wealth

$38M3.7M0.04%Q4 2025 03

BRIGHTON JONES LLC

$38M3.7M1.60%Q1 2026 04

Merriman Wealth Management, LLC

$21M2.1M0.86%Q4 2024 05

First Pacific Financial

$16M1.5M2.01%Q1 2026 06

$16M1.5M0.00%Q1 2026 07

Forum Financial Management, LP

$14M1.3M0.19%Q1 2026 08

Adero Partners, LLC

$10M1.0M0.67%Q1 2025 09

PFG Investments, LLC

$9M919K0.44%Q1 2026 10

MISSION WEALTH MANAGEMENT, LP

$7M632K0.13%Q1 2026 11

WCG Wealth Advisors LLC

$6M546K0.16%Q1 2026 12

SOA Wealth Advisors, LLC.

$6M540K1.05%Q1 2026 13

Savant Capital, LLC

$5M507K0.03%Q1 2026 14

$5M501K0.16%Q1 2026 15

Willow Creek Wealth Management Inc.

$5M474K0.42%Q3 2025 16

North Berkeley Wealth Management, LLC

$5M480K2.62%Q1 2026 17

Sand Hill Global Advisors, LLC

$4M397K0.14%Q1 2026 18

EP Wealth Advisors, LLC

$4M365K0.02%Q1 2026 19

Focus Partners Advisor Solutions, LLC

$4M352K0.04%Q1 2026 20

LongView Asset Management LLC

$4M348K2.52%Q4 2025

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