CUSIP 56170L695
MANAGER DIRECTED PORTFOLIOS
108 institutions · $379.4M total · 38,371,684 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 12,412,287 | $129.1M | 32.34% | 2025-12-31 |
| 2 | Focus Partners Wealth | 3,659,666 | $38.1M | 9.53% | 2025-12-31 |
| 3 | BRIGHTON JONES LLC | 3,578,397 | $37.2M | 9.32% | 2025-12-31 |
| 4 | Merriman Wealth Management, LLC | 2,050,284 | $20.7M | 5.34% | 2024-12-31 |
| 5 | First Pacific Financial | 1,486,334 | $15.5M | 3.87% | 2025-12-31 |
| 6 | FMR LLC | 1,364,840 | $14.2M | 3.55% | 2025-12-31 |
| 7 | Forum Financial Management, LP | 1,310,370 | $13.6M | 3.41% | 2025-12-31 |
| 8 | Adero Partners, LLC | 1,007,618 | $10.2M | 2.62% | 2025-03-31 |
| 9 | PFG Investments, LLC | 911,440 | $9.5M | 2.37% | 2025-12-31 |
| 10 | MISSION WEALTH MANAGEMENT, LP | 638,212 | $6.6M | 1.66% | 2025-12-31 |
| 11 | WCG Wealth Advisors LLC | 533,474 | $5.5M | 1.39% | 2025-12-31 |
| 12 | SOA Wealth Advisors, LLC. | 523,318 | $5.4M | 1.36% | 2025-12-31 |
| 13 | Willow Creek Wealth Management Inc. | 474,258 | $5.1M | 1.23% | 2025-09-30 |
| 14 | North Berkeley Wealth Management, LLC | 471,942 | $4.9M | 1.22% | 2025-12-31 |
| 15 | Savant Capital, LLC | 453,084 | $4.7M | 1.18% | 2025-12-31 |
| 16 | Sand Hill Global Advisors, LLC | 397,966 | $4.1M | 1.03% | 2025-12-31 |
| 17 | MASECO LLP | 382,176 | $4.0M | 0.99% | 2025-12-31 |
| 18 | LongView Asset Management LLC | 347,874 | $3.6M | 0.90% | 2025-12-31 |
| 19 | HighTower Advisors, LLC | 347,861 | $3.6M | 0.90% | 2025-12-31 |
| 20 | Envestnet Portfolio Solutions, Inc. | 333,635 | $3.5M | 0.86% | 2025-12-31 |
| 21 | Koss-Olinger Consulting, LLC | 255,814 | $2.7M | 0.66% | 2025-12-31 |
| 22 | Balanced Rock Investment Advisors LLC | 254,973 | $2.7M | 0.66% | 2025-12-31 |
| 23 | Beacon Pointe Advisors, LLC | 245,741 | $2.6M | 0.64% | 2025-12-31 |
| 24 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 227,522 | $2.4M | 0.59% | 2025-12-31 |
| 25 | Allodium Investment Consultants, LLC | 214,754 | $2.2M | 0.55% | 2025-12-31 |
| 26 | Perigon Wealth Management, LLC | 212,655 | $2.2M | 0.55% | 2025-12-31 |
| 27 | Meritas Wealth Management, LLC | 204,076 | $2.1M | 0.53% | 2025-12-31 |
| 28 | Prime Capital Investment Advisors, LLC | 178,622 | $1.9M | 0.46% | 2025-12-31 |
| 29 | NORTHERN TRUST CORP | 155,612 | $1.6M | 0.40% | 2025-12-31 |
| 30 | US BANCORP \DE\ | 116,256 | $1.2M | 0.30% | 2025-12-31 |
| 31 | Focus Partners Advisor Solutions, LLC | 115,820 | $1.2M | 0.30% | 2025-12-31 |
| 32 | Level Financial Advisors | 105,452 | $1.1M | 0.27% | 2025-12-31 |
| 33 | Mason & Associates Inc | 92,303 | $960.0K | 0.24% | 2025-12-31 |
| 34 | Dynamic Advisor Solutions LLC | 88,206 | $917.3K | 0.22% | 2025-12-31 |
| 35 | GTS SECURITIES LLC | 88,145 | $916.7K | 0.22% | 2025-12-31 |
| 36 | Index Fund Advisors, Inc. | 84,420 | $878.0K | 0.22% | 2025-12-31 |
| 37 | Waypoint Wealth Partners Inc. | 76,557 | $800.8K | 0.19% | 2025-06-30 |
| 38 | Pine Haven Investment Counsel, Inc | 70,357 | $731.7K | 0.18% | 2025-12-31 |
| 39 | Modera Wealth Management, LLC | 63,083 | $656.1K | 0.16% | 2025-12-31 |
| 40 | Ariadne Wealth Management, LP | 46,017 | $510.7K | 0.11% | 2025-12-31 |
| 41 | OSAIC HOLDINGS, INC. | 46,019 | $478.6K | 0.11% | 2025-12-31 |
| 42 | D.A. DAVIDSON & CO. | 43,260 | $449.9K | 0.11% | 2025-12-31 |
| 43 | NWAM LLC | 40,454 | $430.8K | 0.10% | 2025-12-31 |
| 44 | AQR CAPITAL MANAGEMENT LLC | 40,584 | $422.1K | 0.10% | 2025-12-31 |
| 45 | Private Wealth Management Group, LLC | 39,433 | $410.1K | 0.10% | 2025-12-31 |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 37,491 | $389.9K | 0.09% | 2025-12-31 |
| 47 | Aegis Wealth Management LLC | 37,111 | $386.0K | 0.09% | 2025-12-31 |
| 48 | WEALTHGARDEN F.S. LLC | 34,704 | $385.6K | 0.09% | 2024-09-30 |
| 49 | Modern Wealth Management, LLC | 35,410 | $368.3K | 0.09% | 2025-12-31 |
| 50 | Apella Capital, LLC | 34,563 | $359.5K | 0.09% | 2025-12-31 |
| 51 | Equitable Holdings, Inc. | 32,494 | $337.9K | 0.08% | 2025-12-31 |
| 52 | Comprehensive Wealth Management, LLC | 29,306 | $297.2K | 0.07% | 2025-03-31 |
| 53 | Wheels Up Wealth, Inc. | 25,746 | $267.8K | 0.06% | 2025-12-31 |
| 54 | Powerhouse Assets LLC | 25,575 | $266.0K | 0.06% | 2025-12-31 |
| 55 | JPMORGAN CHASE & CO | 25,000 | $253.5K | 0.06% | 2025-03-31 |
| 56 | MB Generational Wealth, LLC | 24,250 | $252.2K | 0.06% | 2025-12-31 |
| 57 | TRILLIUM ASSET MANAGEMENT, LLC | 23,566 | $245.0K | 0.06% | 2025-12-31 |
| 58 | First Affirmative Financial Network | 22,140 | $231.6K | 0.05% | 2025-09-30 |
| 59 | Corient Private Wealth LLC | 21,382 | $222.4K | 0.05% | 2025-12-31 |
| 60 | CITADEL ADVISORS LLC | 20,124 | $214.3K | 0.05% | 2025-09-30 |
| 61 | Cetera Investment Advisers | 19,423 | $202.0K | 0.05% | 2025-12-31 |
| 62 | BetterWealth, LLC | 19,059 | $198.2K | 0.04% | 2025-12-31 |
| 63 | SwitchPoint Financial Planning, LLC | 18,261 | $185.2K | 0.04% | 2025-03-31 |
| 64 | LPL Financial LLC | 17,755 | $184.7K | 0.04% | 2025-12-31 |
| 65 | MORRIS FINANCIAL CONCEPTS, INC. | 16,711 | $173.8K | 0.04% | 2025-12-31 |
| 66 | JDH Wealth Management, LLC | 16,432 | $170.9K | 0.04% | 2025-12-31 |
| 67 | JANE STREET GROUP, LLC | 15,754 | $163.8K | 0.04% | 2025-12-31 |
| 68 | Ethic Inc. | 15,282 | $158.9K | 0.03% | 2025-12-31 |
| 69 | AdvisorNet Financial, Inc | 15,209 | $158.2K | 0.03% | 2025-12-31 |
| 70 | Crestwood Advisors Group, LLC | 14,168 | $150.9K | 0.03% | 2025-09-30 |
| 71 | Fund Evaluation Group, LLC | 14,204 | $147.7K | 0.03% | 2025-12-31 |
| 72 | Kestra Advisory Services, LLC | 12,720 | $132.3K | 0.03% | 2025-12-31 |
| 73 | Encompass More Asset Management | 12,714 | $128.9K | 0.03% | 2025-03-31 |
| 74 | Caprock Group, LLC | 11,104 | $115.5K | 0.02% | 2025-12-31 |
| 75 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,376 | $115.3K | 0.02% | 2024-09-30 |
| 76 | Quantum Financial Advisors, LLC | 11,212 | $113.7K | 0.02% | 2025-03-31 |
| 77 | Parkworth Wealth Management, Inc. | 10,772 | $112.7K | 0.02% | 2025-06-30 |
| 78 | AXXCESS WEALTH MANAGEMENT, LLC | 10,411 | $108.3K | 0.02% | 2025-12-31 |
| 79 | Atria Wealth Solutions, Inc. | 10,341 | $104.9K | 0.02% | 2025-03-31 |
| 80 | MAI Capital Management | 9,209 | $95.8K | 0.02% | 2025-12-31 |
| 81 | Greykasell Wealth Strategies, Inc. | 7,175 | $74.6K | 0.01% | 2025-12-31 |
| 82 | Aspect Partners, LLC | 6,794 | $70.7K | 0.01% | 2025-12-31 |
| 83 | MORGAN STANLEY | 5,987 | $62.3K | 0.01% | 2025-12-31 |
| 84 | CoreFirst Bank & Trust | 3,351 | $34.9K | 0.00% | 2025-12-31 |
| 85 | Allworth Financial LP | 3,217 | $34.3K | 0.00% | 2025-12-31 |
| 86 | SJS Investment Consulting Inc. | 2,123 | $22.1K | 0.00% | 2025-12-31 |
| 87 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 1,554 | $16.2K | 0.00% | 2025-12-31 |
| 88 | Millstone Evans Group, LLC | 1,408 | $14.6K | 0.00% | 2025-12-31 |
| 89 | Bank of New Hampshire | 1,155 | $12.3K | 0.00% | 2025-09-30 |
| 90 | Parallel Advisors, LLC | 953 | $9.9K | 0.00% | 2025-12-31 |
| 91 | BELLEVUE ASSET MANAGEMENT, LLC | 885 | $9.2K | 0.00% | 2025-12-31 |
| 92 | COMERICA BANK | 773 | $8.0K | 0.00% | 2025-12-31 |
| 93 | UBS Group AG | 721 | $7.7K | 0.00% | 2025-09-30 |
| 94 | NATURAL INVESTMENTS, LLC | 715,779 | $7.4K | 1.86% | 2025-12-31 |
| 95 | Orion Capital Management LLC | 568 | $5.9K | 0.00% | 2025-12-31 |
| 96 | Colorado Capital Management, Inc. | 559,209 | $5.8K | 1.45% | 2025-12-31 |
| 97 | Spire Wealth Management | 359 | $3.7K | 0.00% | 2025-12-31 |
| 98 | Clarity Asset Management, Inc. | 286 | $3.0K | 0.00% | 2025-12-31 |
| 99 | FLOW TRADERS U.S. LLC | 194,704 | $2.0K | 0.50% | 2025-06-30 |
| 100 | Tower Research Capital LLC (TRC) | 169 | $1.7K | 0.00% | 2024-12-31 |
| 101 | Clean Yield Group | 148 | $1.5K | 0.00% | 2025-12-31 |
| 102 | Hemington Wealth Management | 133,426 | $1.4K | 0.34% | 2025-09-30 |
| 103 | Betterment LLC | 113,725 | $1.2K | 0.29% | 2025-12-31 |
| 104 | Silver Oak Advisory Group, Inc. | 96,724 | $1.0K | 0.25% | 2025-12-31 |
| 105 | Cloud Capital Management, LLC | 17,914 | $190 | 0.04% | 2025-09-30 |
| 106 | Financial Connections Group, Inc. | 1,427 | $14 | 0.00% | 2025-12-31 |
| 107 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 108 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | 2025-12-31 |