SWP Growth & Income ETFSWPETF
13F holders, Q1 2026 (March 31)6holders +1
1new positions
0sold out
$26.60avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding SWP Growth & Income ETF (SWP) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Strategic Wealth Partners, Ltd. ($128.2M), Brian Low Financial Group, LLC ($18.8M) and MML Investors Services, LLC ($624K).
- Company
- SWP Growth & Income ETF
- Filed as
- MANAGER DIRECTED PORTFOLIOS (Q1 2026)
- CUSIP
- 56170L612
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 143,657 shares bought and 656 shares sold, net +143,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Strategic Wealth Partners, Ltd. | 8.89% | Add +1.9% | 4,817,989 | $128.2M |
| Brian Low Financial Group, LLC | 12.81% | Add +7.7% | 708,588 | $18.8M |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 23,457 | $624K |
| Jane Street Group, LLC | 0.00% | Reduce -6.3% | 9,696 | $258K |
| Assetmark, Inc. | 0.00% | New | 1,072 | $29K |
| UBS Group AG | 0.00% | Add +10.6% | 125 | $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.