MANAGER DIRECTED PORTFOLIOS (SWP)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+1

New

-0

Closed

+143K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Strategic Wealth Partners,86.6%

BRIAN LOW FINANCIAL GROUP,12.7%

MML INVESTORS SERVICES,0.4%

JANE STREET GROUP,0.2%

ASSETMARK,0.0%

Loading crowding analysis...

Institutional Trends (7 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 3.62%Max: 12.81%High conviction (>1%): 2

Strategic Wealth Partners,

BRIAN LOW FINANCIAL GROUP,

MML INVESTORS SERVICES,

JANE STREET GROUP,

ASSETMARK,

UBS Group AG

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+1

New

-0

Closed

+143K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Strategic Wealth Partners,86.6%

BRIAN LOW FINANCIAL GROUP,12.7%

MML INVESTORS SERVICES,0.4%

JANE STREET GROUP,0.2%

ASSETMARK,0.0%

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+1

New

-0

Closed

+143K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Strategic Wealth Partners,86.6%

BRIAN LOW FINANCIAL GROUP,12.7%

MML INVESTORS SERVICES,0.4%

JANE STREET GROUP,0.2%

ASSETMARK,0.0%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2017-06

$2,540

SWP · -75%

$15,796

S&P 500 · +58%

−$13,256

behind the index

Total return (5Y)

-75%

S&P 500

+58%

vs. market

-133%

underperformed

Annualized

-25.1%

mkt 10.1%

Volatility

38%

annualized

Beta

0.94

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

SWPS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

SWP (solid)S&P 500 (outline)Green = positive year, red = negative. Number = SWP's return.

Beat the market

1 / 7 yrs

14% win rate

Best year

+20%

2019

Worst year

-69%

2024

Worst drawdown

-82%

still -77% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -82%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position