Who owns MANAGER DIRECTED PORTFOLIOS?
- Ticker: VGSR
- CUSIP Number: 56170l695
Tip: Access positions for across all investors
Analyze quarterly positions in Manager Directed Portfolios with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Manager Directed Portfolios stock
Who bought or sold MANAGER DIRECTED PORTFOLIOS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Abacus Wealth Partners | 13M | $131M | 2% | Mar 2026 |
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| Brighton Jones | 3.7M | $38M | 3% | Mar 2026 |
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| Colony | 3.7M | $38M | 160% | Dec 2025 |
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| First Pacific Financial | 1.5M | $16M | 2% | Mar 2026 |
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| FMR | 1.4M | $14M | 3% | Dec 2025 |
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| Forum Financial Management | 1.3M | $14M | 1% | Mar 2026 |
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| PFG Investments | 919k | $9.5M | 1% | Mar 2026 |
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| Natural Investments | 812k | $8.4M | 13% | Mar 2026 |
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| Mission Wealth Management | 632k | $6.5M | -1% | Mar 2026 |
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| Colorado Capital Management | 591k | $6.1M | 6% | Mar 2026 |
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| WCG Wealth Advisors | 546k | $5.6M | 2% | Mar 2026 |
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| SOA Wealth Advisors | 523k | $5.4M | 3% | Dec 2025 |
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| Savant Capital Management | 507k | $5.2M | 12% | Mar 2026 |
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| Maseco | 501k | $5.2M | 31% | Mar 2026 |
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| North Berkeley Wealth Management | 480k | $5.0M | 2% | Mar 2026 |
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| Sand Hill Advisors | 398k | $4.1M | 6% | Dec 2025 |
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| EP Wealth Advisors | 365k | $3.8M | 100% | Mar 2026 |
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| Buckingham Strategic Partners | 352k | $3.6M | 204% | Mar 2026 |
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| LongView Asset Management | 348k | $3.6M | -2% | Dec 2025 |
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| HighTower Advisors | 334k | $3.4M | -4% | Mar 2026 |
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| Envestnet Portfolio Solutions | 331k | $3.4M | -1% | Mar 2026 |
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| Koss-Olinger Consulting | 260k | $2.7M | 1% | Mar 2026 |
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| Balanced Rock Investment Advisors | 256k | $2.6M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 246k | $2.6M | 207% | Dec 2025 |
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| Allodium Investment Consultants | 243k | $2.5M | 13% | Mar 2026 |
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| Red Lighthouse Investment Management | 230k | $2.4M | 1% | Mar 2026 |
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| Meritas Wealth Management | 225k | $2.3M | 10% | Mar 2026 |
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| Perigon Wealth Management | 217k | $2.2M | 2% | Mar 2026 |
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| Northern Trust | 156k | $1.6M | 150% | Dec 2025 |
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| Prime Capital Investment Advisors | 132k | $1.4M | -26% | Mar 2026 |
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| Us Bancorp | 116k | $1.2M | 72% | Dec 2025 |
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| Betterment | 114k | $1.2M | 4% | Dec 2025 |
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| Jane Street | 108k | $1.1M | 585% | Mar 2026 |
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| Level Financial Advisors | 104k | $1.1M | -2% | Mar 2026 |
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| Silver Oak Advisory Group | 96k | $993k | -1% | Mar 2026 |
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| Dynamic Advisors Solutions | 96k | $992k | 9% | Mar 2026 |
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| Mason & Associates | 92k | $935k | 0% | Mar 2026 |
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| Gts Securities | 88k | $917k | 28% | Dec 2025 |
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| Index Fund Advisors | 88k | $910k | 4% | Mar 2026 |
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| Pine Haven Investment Counsel | 80k | $824k | 13% | Mar 2026 |
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| Modera Wealth Management | 65k | $675k | 4% | Mar 2026 |
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| CI Private Wealth | 53k | $267k | 113% | Mar 2026 |
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| Advisor Group Holdings | 53k | $552k | -50% | Dec 2025 |
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| Boston Common Asset Management | 47k | $486k | 100% | Mar 2026 |
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| Ariadne Wealth Management | 46k | $511k | 1% | Dec 2025 |
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| D.A. Davidson & Co. | 43k | $445k | 0% | Mar 2026 |
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| Private Wealth Management Group | 41k | $424k | 4% | Mar 2026 |
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| Nwam | 41k | $418k | 10% | Mar 2026 |
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| AQR Capital Management | 38k | $392k | -6% | Mar 2026 |
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| Aegis Wealth Management | 38k | $390k | 2% | Mar 2026 |
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| Apella Capital | 35k | $401k | 3% | Mar 2026 |
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| Modern Wealth Management | 35k | $368k | 0% | Dec 2025 |
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| Equitable Holdings | 34k | $353k | 4% | Mar 2026 |
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| LPL Financial | 28k | $286k | 56% | Mar 2026 |
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| Powerhouse Assets | 28k | $285k | 8% | Mar 2026 |
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| MB Generational Wealth | 25k | $257k | 2% | Mar 2026 |
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| Trillium Asset Management Corporation | 24k | $243k | 0% | Mar 2026 |
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| Wheels Up Wealth | 23k | $234k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 20k | $201k | 0% | Mar 2026 |
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| BetterWealth | 19k | $195k | -1% | Mar 2026 |
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| Fidelis Capital Partners | 19k | $195k | 100% | Mar 2026 |
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| Cloud Capital Management | 18k | $186k | 100% | Mar 2026 |
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| Morris Financial Concepts | 17k | $176k | 2% | Mar 2026 |
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| JDH Wealth Management | 16k | $170k | 0% | Mar 2026 |
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| First Affirmative Financial Network | 16k | $164k | 2% | Mar 2026 |
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| Commonwealth Equity Services | 16k | $161k | -58% | Mar 2026 |
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| Ethic | 15k | $150k | -5% | Mar 2026 |
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| Miracle Mile Advisors | 14k | $148k | 100% | Mar 2026 |
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| Fund Evaluation Group | 14k | $147k | 0% | Mar 2026 |
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| Quantinno Capital Management | 14k | $141k | 100% | Mar 2026 |
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| Caprock | 11k | $116k | 1% | Mar 2026 |
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| MAI Wealth Advisors | 9.2k | $95k | 0% | Mar 2026 |
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| AdvisorNet Financial | 9.1k | $94k | -40% | Mar 2026 |
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| American Capital Advisory | 7.8k | $81k | 100% | Mar 2026 |
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| Greykasell Wealth Strategies | 7.2k | $74k | 0% | Mar 2026 |
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| Aspect Partners | 6.8k | $70k | 0% | Mar 2026 |
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| Morgan Stanley | 6.8k | $70k | 100% | Mar 2026 |
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| Westfuller Advisors | 5.5k | $57k | 100% | Mar 2026 |
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| CoreFirst Bank & Trust | 3.4k | $35k | 0% | Dec 2025 |
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| SJS Investment Consulting | 1.8k | $19k | -15% | Mar 2026 |
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| Financial Connections Group | 1.4k | $14k | 1% | Mar 2026 |
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| Millstone Evans Group | 1.4k | $15k | 0% | Mar 2026 |
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| Bank of New Hampshire | 1.2k | $12k | 0% | Mar 2026 |
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| Orion Capital Management | 1.1k | $11k | 93% | Mar 2026 |
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| Parallel Advisors | 953.00 | $9.8k | 0% | Mar 2026 |
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| Bellevue Asset Management | 893.00 | $9.2k | 1% | Mar 2026 |
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| Royal Bank of Canada | 871.00 | $9.0k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 839.00 | $8.7k | 100% | Mar 2026 |
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| Brian McDonald | 773.00 | $8.0k | 25% | Dec 2025 |
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| Rockefeller Capital Management | 438.00 | $4.5k | 100% | Mar 2026 |
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| Clarity Asset Management | 291.00 | $3.0k | 2% | Mar 2026 |
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| Hanson McClain Advisors | 2.00 | $20.000000 | -100% | Dec 2025 |
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| Union Bankshares | 1.00 | $11.000000 | 100% | Mar 2026 |
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Who sold out of Manager Directed Portfolios?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Dec 2025 | 13k | $132k |
| Axxcess Wealth Management | Dec 2025 | 10k | $108k |
| Bridge Generations Wealth Management | Dec 2025 | 1.6k | $16k |
| Spire Wealth Management | Dec 2025 | 359.00 | $3.7k |
| Clean Yield Group | Dec 2025 | 148.00 | $1.5k |