MANAGER DIRECTED PORTFOLIOS
CUSIP 56170L612
Manager Directed Portfolios has 6 institutional holders in Filings Flow’s 13F database, together reporting 5.47M shares worth $151M as of Q1 2026. The largest reported holders are Strategic Wealth Partners, Ltd., Brian Low Financial Group, LLC, and Mml Investors Services, LLC.
Institutional Holders
6
Q1 2026
Reported Value
$151M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BRIAN LOW FINANCIAL GROUP, LLC$147M AUM | 12.81% | $19M | 708.6K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 9.00% | $131M | 4.73M | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.01% | $208,280 | 7.5K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $45,214 | 1.7K | Q2 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $623,956 | 23.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,377 | 122 | Q3 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $28,516 | 1.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $223,337 | 8.1K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $257,917 | 9.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,325 | 125 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.