SWP Growth & Income ETFSWPETF
13F holders, Q4 2025 (December 31)5holders −2
2new positions
4sold out
$27.78avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding SWP Growth & Income ETF (SWP) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Strategic Wealth Partners, Ltd. ($131.3M), Brian Low Financial Group, LLC ($18.3M) and MML Investors Services, LLC ($636K).
- Company
- SWP Growth & Income ETF
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q4 2025)
- CUSIP
- 56170L612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $924K |
| Exits | 4 | $7.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,323,730 shares bought and 664,620 shares sold, net +659,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Strategic Wealth Partners, Ltd. | 9.00% | Add +36.2% | 4,726,883 | $131.3M |
| Brian Low Financial Group, LLC | 12.95% | Add +5.3% | 657,672 | $18.3M |
| MML Investors Services, LLC | 0.00% | New | 22,906 | $636K |
| Jane Street Group, LLC | 0.00% | New | 10,352 | $288K |
| UBS Group AG | 0.00% | Reduce -53.1% | 113 | $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.