TOAK MANAGER DIRECTED PORTFOLIOS
FollowETF (fund)
4 managers (4 13F filers) reported a position in TOAK shares at 2026-03-31, 1,205,720 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 1,205,720
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 |
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 1,020,000 | $29.2M | 0.22% | +680,000 | 13F-HRTimeline |
| Retirement Planning Co of New England, … | 85,146 | $2.44M | 0.99% | -86 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 76,664 | $2.2M | <0.01% | +27,293 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 23,910 | $684K | 0.02% | new | 13F-HRTimeline |