LPL Financial LLC - MANAGER DIRECTED PORTFOLIOS ownership

Quarter-by-quarter ownership
LPL Financial LLC ownership history of MANAGER DIRECTED PORTFOLIOS
ValueSharesWeighting
Q2 2021$557,00019,5640.00%
Other shareholders
MANAGER DIRECTED PORTFOLIOS shareholders Q3 2023
NameSharesValueWeighting ↓
Fulcrum Equity Management 26,371$751,0000.28%
Valmark Advisers, Inc. 508,676$14,494,0000.26%
Cambria Investment Management, L.P. 27,504$784,0000.14%
Betterment LLC 11,225$320,0000.00%
Janney Montgomery Scott LLC 8,000$228,0000.00%
LPL Financial LLC 19,564$557,0000.00%
Cambridge Investment Research Advisors, Inc. 7,285$208,0000.00%
IFP Advisors, Inc 0$00.00%
JANE STREET GROUP, LLC 7,707$220,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of MANAGER DIRECTED PORTFOLIOS shareholders