Sanjac Alp CR Plus BDSJCPETF
13F holders, Q2 2026 (June 30)3holders
1new positions
1sold out
$24.96avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Sanjac Alp CR Plus BD (SJCP) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Brookwood Investment Group LLC ($4.3M), Wealthedge Investment Advisors, LLC ($1.4M) and UBS Group AG ($150).
- Company
- Sanjac Alp CR Plus BD
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q2 2026)
- CUSIP
- 56170L687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.3M |
| Exits | 1 | $207K |
All 13F filers, Q1 2026 → Q2 2026: 170,916 shares bought and 10,682 shares sold, net +160,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Brookwood Investment Group LLC | 0.49% | New | 170,911 | $4.3M |
| Wealthedge Investment Advisors, LLC | 0.48% | Reduce -4.0% | 56,316 | $1.4M |
| UBS Group AG | 0.00% | Add +500.0% | 6 | $150 |
"% of holder's portfolio" is SJCP's weight in each manager's 13F, not the share of Sanjac Alp CR Plus BD the manager owns.