Among active 13F managers last quarter, 7 opened and 24 added, while 20 reduced; the largest holder to move was ACK Asset Management LLC (+9.7%). Over the last 180 days, 2 insiders bought and none sold, a net +$316K in open-market trades.
Funds lean in and no leg opposes.
128 tracked 13F filers disclose a position in SWIM as of the latest SEC 13F filings, a combined $593.6M 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 | Pamplona Capital Management, LLC | 51.8M | $335.4M | —Held | Q2 2026 | |
| 2 | ACK Asset Management LLC | 5.7M | $36.6M | ▲+9.7% Added · +500K sh | Q2 2026 | |
| 3 | Keybank National Association | 4.1M | $22.0M | —Held | Q1 2026 | |
| 4 | FMR LLC | 3.7M | $19.7M | ▼−11% Reduced · −443K sh | Q1 2026 | |
| 5 | Dimensional Fund Advisors LP | 3.4M | $18.1M | ▲+16% Added · +470K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | 3.3M | $17.6M | ▲+1.5% Added · +48K sh | Q1 2026 | |
| 7 | Wasatch Advisors LP | 2.5M | $16.3M | ▼−1.8% Reduced · −47K sh | Q2 2026 | |
| 8 | Vanguard Capital Management LLC | 2.3M | $12.4M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 9 | Formula Growth Ltd | 1.4M | $8.9M | ▲+9.6% Added · +120K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 1.3M | $8.7M | ▲+15% Added · +175K sh | Q2 2026 | |
| 11 | Citadel Advisors LLC | 1.3M | $8.4M | ▲+57% Added · +475K sh | Q2 2026 | |
| 12 | Onex Canada Asset Management Inc. | 1.2M | $7.6M | ▲+4.2% Added · +48K sh | Q2 2026 | |
| 13 | State Street Corp | 1.1M | $6.9M | ▲+12% Added · +118K sh | Q2 2026 | |
| 14 | CAS Investment Partners, LLC | 923K | $6.0M | ▼−0.6% Reduced · −6K sh | Q2 2026 | |
| 15 | Silvercrest Asset Management Group LLC | 915K | $4.9M | ▲+13% Added · +105K sh | Q1 2026 | |
| 16 | CenterBook Partners LP | 879K | $5.7M | ▲+5.5% Added · +46K sh | Q2 2026 | |
| 17 | Roubaix Capital, LLC | 813K | $5.3M | ▲+23% Added · +152K sh | Q2 2026 | |
| 18 | Rice Hall James & Associates, LLC | 748K | $4.8M | ▲+43% Added · +225K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 591K | $3.2M | ▲+23% Added · +111K sh | Q1 2026 | |
| 20 | Renaissance Technologies LLC | 498K | $2.7M | ▲+9.0% Added · +41K sh | Q1 2026 | |
| 21 | Vanguard Portfolio Management LLC | 474K | $2.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 22 | Jacobs Levy Equity Management, Inc | 439K | $2.4M | ▲18× Added · +415K sh | Q1 2026 | |
| 23 | Arrowstreet Capital, Limited Partnership | 431K | $2.3M | ▲+293% Added · +322K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 405K | $2.2M | ▲+10% Added · +37K sh | Q1 2026 | |
| 25 | Victory Capital Management Inc | 366K | $2.0M | ▼−7.0% Reduced · −27K 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.
Last quarter, 7 funds opened a new position in SWIM and 24 added to an existing one, while 20 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 |
|---|---|---|
| Microsoft CorpMSFT | 64 funds | $146.5B |
| Amazon.com IncAMZN | 62 funds | $103.4B |
| Meta Platforms Inc-Class AMETA | 62 funds | $59.1B |
| JPMorgan Chase & CoJPM | 62 funds | $29.2B |
| Nvidia CorpNVDA | 61 funds | $212.8B |
| Apple IncAAPL | 61 funds | $157.5B |
| Eli Lilly & CoLLY | 61 funds | $41.9B |
| Micron Technology IncMU | 61 funds | $19.7B |
| Broadcom IncAVGO | 60 funds | $87.3B |
| Alphabet Inc-CL AGOOGL | 60 funds | $76.1B |
| Bank Of America CorpBAC | 60 funds | $15.4B |
| Visa Inc-Class A SharesV | 59 funds | $32.2B |
Ranked by how many of SWIM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SWIM.
| 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) 3 lots, same day | 22K | $185K |
| Nov 11, 2024 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Buy (P) | 9K | $52K |
| Nov 11, 2024 | Bahl Sanjeev | CHIEF OPERATING OFFICER | Sell (S) | 12K | $69K |
| Oct 31, 2024 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Sell (S) | 10K | $66K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 41 | 35 | – |
Insiders Form 4 open-market | 2 | 0 | +$316K |
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 SWIM
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 + the live filing stream, joined for SWIM. Filings are public domain, sourced to SEC EDGAR.