MANAGER DIRECTED PORTFOLIOS

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

TOAK (MANAGER DIRECTED PORTFOLIOS) is held by 2 institutional investors as of Q1 2026. Largest holders: EXCHANGE TRADED CONCEPTS, LLC ($29.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.2M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (2)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EXCHANGE TRADED CONCEPTS, LLC	Increased	1M(+200.0%)	$29.2M	0.2%	+1.46%	56
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	76,664(+55.3%)	$2.2M	0.0%	+2.06%	37

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer