SWP

MANAGER DIRECTED PORTFOLIOS

Institutional Ownership · Q4 2025

Filing: Q4 2025

MANAGER DIRECTED PORTFOLIOS (SWP) is held by 90 institutional investors with combined holdings of $393M. Major holders include Abacus Wealth Partners, L, Focus Partners Wealth, BRIGHTON JONES LLC.

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Institutional Holders

Total Value

$393.3M

Ownership %

—

🏦 Top Institutional Holders

Abacus Wealth Partners, LLC

12.4M shares

$129.1M

Focus Partners Wealth

BRIAN LOW FINANCIAL GROUP, LLC

657.7K shares

$18.3M

First Pacific Financial

1.5M shares

$15.5M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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