SWP MANAGER DIRECTED PORTFOLIOS
FollowSWP GR IN ET SW (fund)
7 managers (7 13F filers) reported a position in SWP shares at 2025-09-30, 4,758,816 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 4
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 4,758,816
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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. | 3,469,615 | $96M | 7.17% | +127,314 | 13F-HRTimeline |
| BRIAN LOW FINANCIAL GROUP, LLC | 624,468 | $17.3M | 13.41% | +13,982 | 13F-HRTimeline |
| NATURAL INVESTMENTS, LLC | 648,776 | $6.91M | 1.72% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 8,069 | $223K | <0.01% | new | 13F-HRTimelineGroup |
| Simplicity Wealth,LLC | 7,525 | $208K | 0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 241 | $6.67K | <0.01% | -4,184 | 13F-HRTimelineGroup |
| Parallel Advisors, LLC | 122 | $3.38K | <0.01% | new | 13F-HRTimeline |