MANAGER DIRECTED PORTFOLIOS's ticker is DBMF and the CUSIP is 56170L828.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $307,000 | -60.8% | 11,010 | -60.0% | 0.06% | -58.5% |
| Q2 2021 | $784,000 | +51.4% | 27,504 | +45.6% | 0.14% | +31.1% |
| Q1 2021 | $518,000 | +153.9% | 18,886 | +136.9% | 0.10% | +49.3% |
| Q4 2020 | $204,000 | -5.1% | 7,972 | -8.8% | 0.07% | -13.8% |
| Q3 2020 | $215,000 | 0.0% | 8,743 | 0.0% | 0.08% | 0.0% |
| Q2 2020 | $215,000 | – | 8,743 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 26,371 | $751,000 | 0.28% |
| Valmark Advisers, Inc. | 508,676 | $14,494,000 | 0.26% |
| Cambria Investment Management, L.P. | 27,504 | $784,000 | 0.14% |
| Betterment LLC | 11,225 | $320,000 | 0.00% |
| Janney Montgomery Scott LLC | 8,000 | $228,000 | 0.00% |
| LPL Financial LLC | 19,564 | $557,000 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 7,285 | $208,000 | 0.00% |
| IFP Advisors, Inc | 0 | $0 | 0.00% |
| JANE STREET GROUP, LLC | 7,707 | $220,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |