SWP Growth & Income ETFSWPETF
13F holders, Q1 2025 (March 31)4holders +1
2new positions
0sold out
1famous investor
$24.44avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding SWP Growth & Income ETF (SWP) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($235K), UBS Group AG ($216K) and Goldman Sachs Group Inc. ($212K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SWP Growth & Income ETF
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q1 2025)
- CUSIP
- 56170L612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $447K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 25,157 shares bought, net +25,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Citadel Advisors | 0.00% | New | 9,599 | $235K |
| UBS Group AG | 0.00% | Add +351.2% | 8,830 | $216K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,685 | $212K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,735 | $42K |
"% of holder's portfolio" is SWP's weight in each manager's 13F, not the share of SWP Growth & Income ETF the manager owns.