MANAGER DIRECTED PORTFOLIOS

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SWP·56170L612·US·ETF·Unknown - Unknown

SWP (MANAGER DIRECTED PORTFOLIOS) is held by 2 institutional investors as of Q2 2026. Largest holders: JANE STREET GROUP, LLC ($381,158), UBS Group AG ($32,715). Net institutional sentiment: Mixed.

2

Holders

$413,873

Total Value

50% (4)

Consensus

2 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)63

Activist (13D/13G)70

Congressional (STOCK Act)76

Holder Quality

45

★★★★★

Elite

17

★★★★

Strong

53

★★★

Solid

11

★★

Below

82

★

Weak

Held by 2 funds

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SWP.

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JANE STREET GROUP, LLC	Increased	13,678(+41.1%)	$381,158	0.0%	+3.25%	22
UBS Group AG	Increased	1,174(+839.2%)	$32,715	0.0%	+5.14%	22
ASSETMARK, INC	Exited	0(-100.0%)	$28,516	0.0%	-2.12%	0
MML INVESTORS SERVICES, LLC	Exited	0(-100.0%)	$623,956	0.0%	-0.38%	0

SWPMANAGER DIRECTED PORTFOLIOS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer