13FBOX
MANAGER DIRECTED PORTFOLIOS · 13F Institutional Holdings
Options Calculator Rankings
M

MANAGER DIRECTED PORTFOLIOS

TOAK
Institutions
5
Combined AUM (Q2 2026)
$47.3M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+449,902
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-14,785
1 · 0 Exit · ≈
⚖️ Net
+435,117
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$47.3M
Institutions
5
New Buys
1
Adds
3
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EXCHANGE TRADED CONCEPTS, LLC
0.19%0.21%#2$41.4M1.4M$29.2M1.0M+415,000+40.69%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#4$2.5M85,434$2.2M76,664+8,770+11.44%Add
Retirement Planning Co of New England, Inc.
0.73%0.99%#1$2.0M70,361$2.4M85,146-14,785-17.36%Reduce
OLD MISSION CAPITAL LLC
0.02%0.01%#3$1.2M41,866$684,18423,910+17,956+75.10%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#5$235,7558,176$00+8,176New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow