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TOAK · Insider trading · 13F holders · Congress trades

Manager Directed Portfolios (TOAK)

Who is buying and selling TOAK: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
1
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

TOAK at a glance

  • No open-market insider purchases or sales of TOAK were filed in the last 90 days.
  • 1 13F filer hold TOAK among their 50 largest positions, worth $1.5M combined. The biggest bets by portfolio weight are Retirement Planning Co of New England, Inc. (0.6%).
  • No member of Congress has disclosed a trade in TOAK.

TOAK insider trading

No open-market insider purchases or sales of TOAK were filed in the last 90 days.

Who owns TOAK? Hedge funds and superinvestors

1 13F filer hold TOAK among their 50 largest positions, worth $1.5M combined. The biggest bets by portfolio weight are Retirement Planning Co of New England, Inc. (0.6%).

13F filers holding TOAK
Manager% of portfolioValueSharesLast quarter13F
Retirement Planning Co of New England, Inc.Wealth manager0.6%$1.5M49,838-29.2% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 1). Screen TOAK in the grand portfolio →

TOAK stock trades by members of Congress

No member of Congress has disclosed a trade in TOAK.

TOAK questions and answers

Are insiders buying TOAK stock?

No open-market insider purchases or sales of TOAK were filed in the last 90 days.

Which hedge funds own TOAK?

1 13F filer hold TOAK among their 50 largest positions, worth $1.5M combined. The biggest bets by portfolio weight are Retirement Planning Co of New England, Inc. (0.6%).

Has Congress traded TOAK?

No member of Congress has disclosed a trade in TOAK.

Who is the largest holder of TOAK?

Among 13F filers, Retirement Planning Co of New England, Inc. reports the largest TOAK position, $1.5M (49,838 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Retirement Planning Co of New England, Inc.'s: 0.6% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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