SWP Institutional Ownership
Manager Directed Portfolios - SWP Growth & Income ETF
1W: -0.3%
1M: -3.9%
YTD: -5.1%
$27.32
+0.24 (+0.91%)
Weekly Expected Move ±1.9%
$26
$27
$27
$28
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SWP
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
164M
Total Invested
1
New Positions
4
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | 5,084,437 | $139M | +266,448 | +5.5% | 5Q | SEC ↗ |
| 2 | BRIAN LOW FINANCIAL GROUP, LLC | 771,572 | $21M | +62,984 | +8.9% | 5Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC | 13,678 | $374K | +3,982 | +41.1% | 3Q | SEC ↗ |
| 4 | Clearstead Advisors, LLC NEW | 6,550 | $179K | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG | 1,174 | $32K | +1,049 | +839.2% | 7Q | SEC ↗ |
| 6 | ASSETMARK, INC | 0 | $0K | -1,072 | -100.0% | 1Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 0 | $0K | -23,457 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Clearstead Advisors, LLC | 6,550 | $179K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 23,457 | $641K |
| ASSETMARK, INC | 1,072 | $29K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Strategic Wealth Partners, Ltd. | +266,448 | +5.5% | 5,084,437 |
| BRIAN LOW FINANCIAL GROUP, LLC | +62,984 | +8.9% | 771,572 |
| JANE STREET GROUP, LLC | +3,982 | +41.1% | 13,678 |
| UBS Group AG | +1,049 | +839.2% | 1,174 |
Biggest Decreases (0)
None.