MANAGER DIRECTED PORTFOLIOS

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TOAK·56170L661·US·ETF·Unknown - Unknown

TOAK (MANAGER DIRECTED PORTFOLIOS) is held by 3 institutional investors as of Q2 2026. Largest holders: EXCHANGE TRADED CONCEPTS, LLC ($41.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.5M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($235,755). Net institutional sentiment: Bullish.

3

Holders

$44.1M

Total Value

100% (3)

Consensus

3 buying - 0 selling

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

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)63

Activist (13D/13G)82

Congressional (STOCK Act)37

Holder Quality

68

★★★★★

Elite

26

★★★★

Strong

76

★★★

Solid

34

★★

Below

11

★

Weak

Held by 3 funds

Who's Trading

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

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

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EXCHANGE TRADED CONCEPTS, LLC	Increased	1.4M(+40.7%)	$41.4M	0.2%	+1.43%	46
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	85,434(+11.4%)	$2.5M	0.0%	+2.19%	29
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	8,176	$235,755	0.0%	+0.57%	35

TOAKMANAGER 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