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

MANAGER DIRECTED PORTFOLIOS

SJCP
Institutions
4
Combined AUM (Q2 2026)
$5.8M
Combined Shares (Q2 2026)
233,307
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+176,990
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10,682
2 · 1 Exit · ≈
⚖️ Net
+166,308
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.8M
Institutions
4
New Buys
2
Adds
1
Reduces
1
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookwood Investment Group LLC
0.48%#1$4.3M170,911$00+170,911New Buy
WEALTHEDGE INVESTMENT ADVISORS, LLC
0.48%0.54%#2$1.4M56,316$1.5M58,678-2,362-4.03%Reduce
Integrated Wealth Concepts LLC
<0.01%#3$151,6046,074$00+6,074New Buy
UBS Group AG
<0.01%<0.01%#4$1506$251+5+500.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow