Among active 13F managers last quarter, 1 opened and 7 added, while 7 reduced; the largest holder to move was LaSalle St. Investment Advisors, LLC (+4.0%).
34 tracked 13F filers disclose a position in SWAN as of the latest SEC 13F filings, a combined $110.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC | 2.2M | $67.5M | ▲+2.8% Added · +60K sh | Q1 2026 | |
| 2 | LaSalle St. Investment Advisors, LLC | 493K | $16.4M | ▲+4.0% Added · +19K sh | Q2 2026 | |
| 3 | NewEdge Advisors, LLC | 199K | $6.6M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 4 | LifePlan Financial, LLC | 146K | $4.9M | ▼−0.6% Reduced · −877 sh | Q2 2026 | |
| 5 | Summit Financial, LLC | 74K | $2.5M | ▲+11% Added · +7K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | 66K | $2.1M | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 7 | Global View Capital Management LLC | 45K | $1.5M | ▲+29% Added · +10K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 43K | $1.3M | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 9 | RDA Financial Network | 30K | $1.0M | ▼−3.3% Reduced · −1K sh | Q2 2026 | |
| 10 | Ausdal Financial Partners, Inc. | 30K | $985K | ▼−22% Reduced · −8K sh | Q2 2026 | |
| 11 | Ameriprise Financial Inc | 28K | $858K | ▲+20% Added · +5K sh | Q1 2026 | |
| 12 | McAdam, LLC | 23K | $773K | ▼−83% Reduced · −112K sh | Q2 2026 | |
| 13 | Old Mission Capital LLC | 23K | $710K | ▲New +23K sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 15K | $464K | ▲+0.2% Added · +24 sh | Q1 2026 | |
| 15 | Money Concepts Capital Corp | 11K | $357K | ▼−4.3% Reduced · −480 sh | Q2 2026 | |
| 16 | StoneX Group Inc. | 10K | $333K | ▲+0.3% Added · +33 sh | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 9K | $278K | ▼−42% Reduced · −6K sh | Q1 2026 | |
| 18 | Oppenheimer & Co Inc | 9K | $294K | ▼−7.9% Reduced · −758 sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 7K | $219K | ▼−29% Reduced · −3K sh | Q1 2026 | |
| 20 | Jaffetilchin Investment Partners, LLC | 7K | $206K | ▲+0.7% Added · +46 sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 6K | $192K | ▲+53% Added · +2K sh | Q1 2026 | |
| 22 | Aptus Capital Advisors, LLC | 6K | $191K | —Held | Q2 2026 | |
| 23 | Angeles Wealth Management, LLC | 3K | $112K | —Held | Q2 2026 | |
| 24 | Farther Finance Advisors, LLC | 1K | $44K | ▼−19% Reduced · −318 sh | Q1 2026 | |
| 25 | Global Retirement Partners, LLC | 1K | $45K | ▲+1.9% Added · +25 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SWAN and 7 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $1.6B |
| Apple IncAAPL | 17 funds | $1.9B |
| Ishares Core S&P 500 ETFIVV | 17 funds | $1.4B |
| Microsoft CorpMSFT | 17 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.0B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $962.2M |
| Amazon.com IncAMZN | 17 funds | $897.6M |
| Tesla IncTSLA | 17 funds | $430.3M |
| Ishares Core S&P Small-Cap EIJR | 17 funds | $311.0M |
| Johnson & JohnsonJNJ | 17 funds | $261.2M |
| SPDR Gold SharesGLD | 17 funds | $196.8M |
| RTX CorpRTX | 17 funds | $133.4M |
Ranked by how many of SWAN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWAN.
No filings captured for this ticker in the live stream yet.
Connected entities for SWAN
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWAN/capital-change-brief"
Use Arkolith's capital_change_brief for SWAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for SWAN. Filings are public domain, sourced to SEC EDGAR.