Among active 13F managers last quarter, 10 opened and 19 added, while 17 reduced; the largest holder to move was Renaissance Technologies LLC (−2.1%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
172 tracked 13F filers disclose a position in SWBI as of the latest SEC 13F filings, a combined $380.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.1M | $61.5M | ▲+4.0% Added · +158K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 2.6M | $37.5M | ▲+5.8% Added · +143K sh | Q1 2026 | |
| 3 | Renaissance Technologies LLC | 2.2M | $30.8M | ▼−2.1% Reduced · −47K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.9M | $28.6M | ▲+2.3% Added · +42K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 1.7M | $23.8M | ▲+95% Added · +807K sh | Q1 2026 | |
| 6 | Geode Capital Management, LLC | 1.3M | $19.8M | ▲+18% Added · +205K sh | Q2 2026 | |
| 7 | Charles Schwab Investment Management Inc | 1.2M | $17.3M | ▼−7.9% Reduced · −104K sh | Q1 2026 | |
| 8 | State Street Corp | 937K | $14.1M | ▲+12% Added · +98K sh | Q2 2026 | |
| 9 | Trexquant Investment LP | 574K | $8.6M | ▲+46% Added · +180K sh | Q2 2026 | |
| 10 | Goldman Sachs Group Inc | 533K | $7.6M | ▲+73% Added · +226K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 524K | $7.5M | ▲+180% Added · +336K sh | Q1 2026 | |
| 12 | AQR Capital Management LLC | 484K | $6.9M | ▲+138% Added · +281K sh | Q1 2026 | |
| 13 | Vanguard Portfolio Management LLC | 470K | $7.1M | ▲+9.8% Added · +42K sh | Q2 2026 | |
| 14 | Allianz Asset Management GmbH | 445K | $6.4M | ▲+42% Added · +133K sh | Q1 2026 | |
| 15 | American Century Companies Inc | 441K | $6.3M | ▲+25% Added · +89K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 418K | $6.0M | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 365K | $5.2M | ▲+68% Added · +148K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 352K | $5.0M | ▲+5.2% Added · +18K sh | Q1 2026 | |
| 19 | Point72 Asset Management, L.P. | 325K | $4.9M | ▲+137% Added · +188K sh | Q2 2026 | |
| 20 | Morgan Stanley | 304K | $4.4M | ▲+9.8% Added · +27K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 294K | $4.4M | ▲+2.3% Added · +7K sh | Q2 2026 | |
| 22 | Marshall Wace, LLP | 230K | $3.3M | ▲+170% Added · +145K sh | Q1 2026 | |
| 23 | Citadel Advisors LLC | 214K | $3.2M | ▲+0.4% Added · +866 sh | Q2 2026 | |
| 24 | UBS Group AG | 207K | $3.0M | ▲+30% Added · +48K sh | Q1 2026 | |
| 25 | Los Angeles Capital Management LLC | 192K | $2.9M | ▲+289% Added · +143K 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, 10 funds opened a new position in SWBI and 19 added to an existing one, while 17 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 |
|---|---|---|
| Amazon.com IncAMZN | 98 funds | $112.9B |
| Nvidia CorpNVDA | 97 funds | $231.1B |
| Microsoft CorpMSFT | 97 funds | $144.9B |
| Meta Platforms Inc-Class AMETA | 96 funds | $61.1B |
| Eli Lilly & CoLLY | 96 funds | $47.4B |
| Micron Technology IncMU | 96 funds | $35.5B |
| Chevron CorpCVX | 95 funds | $16.2B |
| Broadcom IncAVGO | 94 funds | $97.7B |
| Alphabet Inc-CL AGOOGL | 93 funds | $102.1B |
| Unitedhealth Group IncUNH | 93 funds | $22.1B |
| Apple IncAAPL | 92 funds | $166.0B |
| Tesla IncTSLA | 92 funds | $40.9B |
Ranked by how many of SWBI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWBI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 29, 2024 | Scott Robert L | Director | Sell (S) | 2K | $32K |
| Jun 28, 2024 | Scott Robert L | Director | Sell (S) | 2K | $30K |
| Mar 20, 2024 | Scott Robert L | Director | Sell (S) | 2K | $36K |
| Mar 11, 2024 | McPherson Deana L | See Remarks | Sell (S) | 13K | $229K |
| Feb 20, 2024 | Scott Robert L | Director | Sell (S) | 2K | $27K |
| Jan 22, 2024 | Scott Robert L | Director | Sell (S) | 2K | $26K |
| Dec 20, 2023 | Scott Robert L | Director | Sell (S) | 2K | $27K |
| Nov 20, 2023 | Scott Robert L | Director | Sell (S) | 2K | $28K |
| Oct 20, 2023 | Scott Robert L | Director | Sell (S) | 2K | $28K |
| Feb 15, 2023 | Scott Robert L | Director | Sell (S) | 4K | $44K |
| Jan 17, 2023 | Scott Robert L | Director | Sell (S) | 4K | $41K |
| Dec 15, 2022 | Scott Robert L | Director | Sell (S) | 4K | $35K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SWBI
This stock 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/SWBI/capital-change-brief"
Use Arkolith's capital_change_brief for SWBI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.