SWP MANAGER DIRECTED PORTFOLIOS
FollowSWP GR IN ET SW (fund)
6 managers (6 13F filers) reported a position in SWP shares at 2026-03-31, 5,560,927 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 5,560,927
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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. | 4,817,989 | $128M | 8.89% | +91,106 | 13F-HRTimeline |
| BRIAN LOW FINANCIAL GROUP, LLC | 708,588 | $18.8M | 12.81% | +50,916 | 13F-HRTimeline |
| MML INVESTORS SERVICES, LLC | 23,457 | $624K | <0.01% | +551 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 9,696 | $258K | <0.01% | -656 | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 1,072 | $28.5K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 125 | $3.33K | <0.01% | +12 | 13F-HRTimelineGroup |