SWP Growth & Income ETFSWPETF
13F holders, Q2 2025 (June 30)4holders
0new positions
2sold out
$26.06avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding SWP Growth & Income ETF (SWP) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Strategic Wealth Partners, Ltd. ($87.1M), Brian Low Financial Group, LLC ($15.9M) and UBS Group AG ($115K).
- Company
- SWP Growth & Income ETF
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q2 2025)
- CUSIP
- 56170L612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $447K |
All 13F filers, Q1 2025 → Q2 2025: 22,689 shares sold, net −22,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Strategic Wealth Partners, Ltd. | 6.86% | — | 3,342,301 | $87.1M |
| Brian Low Financial Group, LLC | 14.89% | — | 610,486 | $15.9M |
| UBS Group AG | 0.00% | Reduce -49.9% | 4,425 | $115K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,735 | $45K |
"% of holder's portfolio" is SWP's weight in each manager's 13F, not the share of SWP Growth & Income ETF the manager owns.