SWP Growth & Income ETFSWPETF
13F holders, Q3 2025 (September 30)7holders +3
4new positions
1sold out
1famous investor
$25.36avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding SWP Growth & Income ETF (SWP) in their 13F filings, up 3 from Q2 2025. 4 opened new positions and 1 sold out. The largest holders were Strategic Wealth Partners, Ltd. ($96.0M), Brian Low Financial Group, LLC ($17.3M) and Natural Investments, LLC ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SWP Growth & Income ETF
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q3 2025)
- CUSIP
- 56170L612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $7.3M |
| Exits | 1 | $45K |
All 13F filers, Q2 2025 → Q3 2025: 805,788 shares bought and 5,919 shares sold, net +799,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Strategic Wealth Partners, Ltd. | 7.17% | Add +3.8% | 3,469,615 | $96.0M |
| Brian Low Financial Group, LLC | 13.41% | Add +2.3% | 624,468 | $17.3M |
| Natural Investments, LLC | 1.72% | New | 648,776 | $6.9M |
| Citadel Advisors | 0.00% | New | 8,069 | $223K |
| Simplicity Wealth,LLC | 0.01% | New | 7,525 | $208K |
| UBS Group AG | 0.00% | Reduce -94.5% | 241 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 122 | $3K |
"% of holder's portfolio" is SWP's weight in each manager's 13F, not the share of SWP Growth & Income ETF the manager owns.