The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SWBI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWBI"
Use Arkolith to show who owns SWBI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $56.4M | 3.9M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 2 | VANGUARD GROUP INC | $25.2M | 2.5M | ▼−0.4% Reduced · −11K sh | Q4 2025 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $15.9M | 1.1M | ▲+3.3% Added · +36K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $12.1M | 838K | ▲~0% Added · +159 sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $6.1M | 429K | ▲New +429K sh | Q1 2026 | |
| 6 | Trexquant Investment LP | $5.6M | 394K | ▲+24% Added · +76K sh | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $4.1M | 287K | ▲New +287K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $3.0M | 213K | ▲+47% Added · +68K sh | Q1 2026 | |
| 9 | TUDOR INVESTMENT CORP ET AL | $2.3M | 163K | ▲New +163K sh | Q1 2026 | |
| 10 | Point72 Asset Management, L.P. | $2.0M | 137K | ▲New +137K sh | Q1 2026 | |
| 11 | Schonfeld Strategic Advisors LLC | $1.3M | 88K | ▲New +88K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $896K | 63K | ▲10× Added · +56K sh | Q1 2026 | |
| 13 | Centiva Capital, LP | $754K | 53K | ▲New +53K sh | Q1 2026 | |
| 14 | LOS ANGELES CAPITAL MANAGEMENT LLC | $707K | 49K | ▲New +49K sh | Q1 2026 | |
| 15 | OCCUDO QUANTITATIVE STRATEGIES LP | $648K | 42K | ▲New +42K sh | Q1 2026 | |
| 16 | Engineers Gate Manager LP | $591K | 41K | ▼−7.2% Reduced · −3K sh | Q1 2026 | |
| 17 | Tidal Investments LLC | $497K | 35K | ▲New +35K sh | Q1 2026 | |
| 18 | Prospera Financial Services Inc | $488K | 34K | ▲~0% Added · +4 sh | Q1 2026 | |
| 19 | REGIONS FINANCIAL CORP | $414K | 29K | —Held | Q1 2026 | |
| 20 | IEQ CAPITAL, LLC | $410K | 29K | ▲New +29K sh | Q1 2026 | |
| 21 | MetLife Investment Management, LLC | $354K | 25K | ▲+40% Added · +7K sh | Q1 2026 | |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | $334K | 23K | ▲New +23K sh | Q1 2026 | |
| 23 | Vident Advisory, LLC | $314K | 22K | ▼−0.4% Reduced · −86 sh | Q1 2026 | |
| 24 | Sterling Capital Management LLC | $276K | 19K | ▲+661% Added · +17K sh | Q1 2026 | |
| 25 | Cornerstone Investment Partners, LLC | $269K | 19K | ▲New +19K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Tengwall Kyle | Vice President, Marketing | Tax withholding (F) | 8K | $111K |
| Nov 10, 2025 | Maxwell Kevin Alden | See Remarks | Tax withholding (F) | 1K | $10K |
| Sep 15, 2025 | BRITT ANITA D | Director | Grant (A) | 13K | $0 |
| Sep 15, 2025 | Diaz Fred M | Director | Grant (A) | 13K | $0 |
| Sep 15, 2025 | Suggs Denis G | Director | Grant (A) | 13K | $0 |
| Sep 15, 2025 | SCOTT ROBERT L | Director | Grant (A) | 13K | $0 |
| Sep 15, 2025 | Lohmeier Michelle | Director | Grant (A) | 13K | $0 |
| Sep 15, 2025 | MONHEIT BARRY M | Director | Grant (A) | 13K | $0 |
| May 5, 2025 | Smith Mark Peter | See Remarks, Director | Tax withholding (F) | 2K | $19K |
| May 5, 2025 | Cupero Susan Jean | Vice President, Sales | Tax withholding (F) | 447 | $4K |
| May 5, 2025 | McPherson Deana L | See Remarks | Tax withholding (F) | 615 | $6K |
| May 2, 2025 | Cupero Susan Jean | Vice President, Sales | Tax withholding (F) | 1K | $12K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $18.5B |
| AMAZON.COM INCAMZN | 59 funds | $15.5B |
| ALPHABET INC-CL AGOOGL | 59 funds | $12.6B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $9.6B |
| VISA INC-CLASS A SHARESV | 59 funds | $4.1B |
| AUTOMATIC DATA PROCESSINGADP | 59 funds | $728.8M |
| BROADCOM INCAVGO | 58 funds | $11.6B |
| ELI LILLY & COLLY | 58 funds | $5.4B |
| MICRON TECHNOLOGY INCMU | 58 funds | $5.2B |
| COSTCO WHOLESALE CORPCOST | 58 funds | $4.0B |
| UNITEDHEALTH GROUP INCUNH | 58 funds | $2.2B |
| BOSTON SCIENTIFIC CORPBSX | 58 funds | $1.3B |
Ranked by how many of SWBI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SWBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.