| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pamplona Capital Management, LLC | $278.4M | 51.8M | —Held | Q1 2026 | |
| 2 | ACK Asset Management LLC | $27.7M | 5.2M | ▲New +5.2M sh | Q1 2026 | |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $22.0M | 4.1M | —Held | Q1 2026 | |
| 4 | FMR LLC | $19.7M | 3.7M | ▼−11% Reduced · −443K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $18.1M | 3.4M | ▲+16% Added · +470K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $17.6M | 3.3M | ▲+1.5% Added · +48K sh | Q1 2026 | |
| 7 | WASATCH ADVISORS LP | $16.3M | 2.5M | ▼−1.8% Reduced · −47K sh | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $12.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $6.2M | 1.2M | ▲+4.0% Added · +45K sh | Q1 2026 | |
| 10 | Onex Canada Asset Management Inc. | $6.0M | 1.1M | ▼−1.7% Reduced · −20K sh | Q1 2026 | |
| 11 | EMERALD ADVISERS, LLC | $5.4M | 1.0M | ▲+3.2% Added · +31K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $5.1M | 948K | ▲+0.8% Added · +8K sh | Q1 2026 | |
| 13 | CAS Investment Partners, LLC | $5.0M | 929K | ▼−1.5% Reduced · −14K sh | Q1 2026 | |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $4.9M | 915K | ▲+13% Added · +105K sh | Q1 2026 | |
| 15 | CenterBook Partners LP | $4.5M | 833K | ▼−33% Reduced · −413K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $4.4M | 829K | ▼−76% Reduced · −2.6M sh | Q1 2026 | |
| 17 | EMERALD MUTUAL FUND ADVISERS TRUST | $3.5M | 643K | —Held | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $3.2M | 591K | ▲+23% Added · +111K sh | Q1 2026 | |
| 19 | RICE HALL JAMES & ASSOCIATES, LLC | $2.8M | 523K | ▼−1.1% Reduced · −6K sh | Q1 2026 | |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $2.7M | 498K | ▲+9.0% Added · +41K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5M | 474K | ▲New +474K sh | Q1 2026 | |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.4M | 439K | ▲18× Added · +415K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.3M | 431K | ▲+293% Added · +322K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $2.2M | 405K | ▲+10% Added · +37K sh | Q1 2026 | |
| 25 | Voss Capital, LP | $2.0M | 373K | ▼−77% Reduced · −1.3M 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 37 funds | $21.5B |
| APPLE INCAAPL | 37 funds | $15.5B |
| MICROSOFT CORPMSFT | 37 funds | $12.4B |
| ELI LILLY & COLLY | 37 funds | $4.1B |
| AMAZON.COM INCAMZN | 36 funds | $10.3B |
| BROADCOM INCAVGO | 36 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $6.3B |
| NETFLIX INCNFLX | 36 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 35 funds | $6.9B |
| JPMORGAN CHASE & COJPM | 35 funds | $3.4B |
| LAM RESEARCH CORPLRCX | 35 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 34 funds | $2.4B |
Ranked by how many of SWIM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Buy (P) | 15K | $74K |
| May 19, 2026 | Cline James E | Director | Buy (P) | 50K | $242K |
| Aug 22, 2025 | DELLAQUILA FRANK J | Director | Buy (P) | 5K | $41K |
| May 15, 2025 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Buy (P) | 14K | $82K |
| May 12, 2025 | Cline James E | Director | Sell (S) | 4K | $28K |
| May 9, 2025 | Cline James E | Director | Sell (S) | 46K | $271K |
| Mar 14, 2025 | WYNNCHURCH CAPITAL PARTNERS IV, L.P. | 10% Owner | Sell (S) | 3.5M | $22.9M |
| Mar 14, 2025 | WC PARTNERS EXECUTIVE IV, L.P. | 10% Owner | Sell (S) | 105K | $688K |
| Dec 11, 2024 | Rajeski Scott Michael | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 6K | $51K |
| Dec 11, 2024 | Rajeski Scott Michael | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 6K | $50K |
| Dec 11, 2024 | Rajeski Scott Michael | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 10K | $84K |
| Nov 11, 2024 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Buy (P) | 9K | $52K |
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/SWIM/capital-change-brief"
Use Arkolith's capital_change_brief for SWIM. 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 SWIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.