SWP MANAGER DIRECTED PORTFOLIOS
FollowSWP GR IN ET SW (fund)
5 managers (5 13F filers) reported a position in SWP shares at 2026-06-30, 5,877,411 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 4
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 5,877,411
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 5,084,437 | $142M | 8.77% | +266,448 | 13F-HRTimeline |
| BRIAN LOW FINANCIAL GROUP, LLC | 771,572 | $21.5M | 12.54% | +62,984 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 13,678 | $381K | <0.01% | +3,982 | 13F-HRTimelineGroup |
| Clearstead Advisors, LLC | 6,550 | $183K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,174 | $32.7K | <0.01% | +1,049 | 13F-HRTimelineGroup |