32 tracked 13F filers disclose a position in SWAN as of the latest SEC 13F filings, a combined $297.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Tredje AP-fonden | $202.7M | 6.5M | —Held | Q1 2026 | |
| 2 | Cerity Partners LLC | $67.5M | 2.2M | ▲+2.8% Added · +60K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $6.1M | 198K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 4 | LifePlan Financial, LLC | $4.9M | 146K | ▼−0.6% Reduced · −877 sh | Q2 2026 | |
| 5 | McAdam, LLC | $4.2M | 135K | ▲+6.2% Added · +8K sh | Q1 2026 | |
| 6 | Summit Financial, LLC | $2.1M | 67K | ▼−7.9% Reduced · −6K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $2.1M | 66K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $1.3M | 43K | ▲+4.2% Added · +2K sh | Q1 2026 | |
| 9 | Ausdal Financial Partners, Inc. | $1.2M | 38K | ▼−0.6% Reduced · −225 sh | Q1 2026 | |
| 10 | RDA Financial Network | $1.0M | 30K | ▼−3.3% Reduced · −1K sh | Q2 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $858K | 28K | ▲+20% Added · +5K sh | Q1 2026 | |
| 12 | OLD MISSION CAPITAL LLC | $710K | 23K | ▲New +23K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $464K | 15K | ▲+0.2% Added · +24 sh | Q1 2026 | |
| 14 | MONEY CONCEPTS CAPITAL CORP | $347K | 11K | —Held | Q1 2026 | |
| 15 | StoneX Group Inc. | $309K | 10K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 16 | OPPENHEIMER & CO INC | $297K | 10K | ▲New +10K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278K | 9K | ▼−42% Reduced · −6K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $219K | 7K | ▼−29% Reduced · −3K sh | Q1 2026 | |
| 19 | Jaffetilchin Investment Partners, LLC | $206K | 7K | ▲+0.7% Added · +46 sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $192K | 6K | ▲+53% Added · +2K sh | Q1 2026 | |
| 21 | Aptus Capital Advisors, LLC | $178K | 6K | —Held | Q1 2026 | |
| 22 | ANGELES WEALTH MANAGEMENT, LLC | $104K | 3K | —Held | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $44K | 1K | ▼−19% Reduced · −318 sh | Q1 2026 | |
| 24 | NATIONAL BANK OF CANADA /FI/ | $23K | 730 | —Held | Q1 2026 | |
| 25 | Blue Trust, Inc. | $22K | 668 | —Held | 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, 2 funds opened a new position in SWAN and 4 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $4.4B |
| NVIDIA CORPNVDA | 15 funds | $4.1B |
| MICROSOFT CORPMSFT | 15 funds | $3.3B |
| AMAZON.COM INCAMZN | 15 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.5B |
| BROADCOM INCAVGO | 15 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 15 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.3B |
| WALMART INCWMT | 15 funds | $1.1B |
| TESLA INCTSLA | 15 funds | $932.0M |
| JOHNSON & JOHNSONJNJ | 15 funds | $915.2M |
Ranked by how many of SWAN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for SWAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.