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 SWKH 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/SWKH"
Use Arkolith to show who owns SWKH, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.7M | 214K | ▲+8.6% Added · +17K sh | Q4 2025 | |
| 2 | BlackRock, Inc. | $2.6M | 154K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 73K | ▼−4.0% Reduced · −3K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $818K | 48K | ▲+0.7% Added · +330 sh | Q1 2026 | |
| 5 | VANGUARD FIDUCIARY TRUST CO | $338K | 20K | ▲New +20K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $290K | 17K | ▲New +17K sh | Q1 2026 | |
| 7 | CWM, LLC | $33K | 2K | ▲+0.2% Added · +4 sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | $31K | 2K | ▼−89% Reduced · −15K sh | Q1 2026 | |
| 9 | Police & Firemen's Retirement System of New Jersey | $23K | 1K | —Held | Q1 2026 | |
| 10 | Ameritas Investment Partners, Inc. | $5K | 267 | —Held | Q1 2026 | |
| 11 | Sterling Capital Management LLC | $2K | 101 | ▼−52% Reduced · −109 sh | Q1 2026 | |
| 12 | IFP Advisors, Inc | $1K | 88 | —Held | Q1 2026 | |
| 13 | NISA INVESTMENT ADVISORS, LLC | $357 | 21 | ▲New +21 sh | Q1 2026 | |
| 14 | GAMMA Investing LLC | $340 | 20 | ▲New +20 sh | Q1 2026 | |
| 15 | Arax Advisory Partners | $204 | 12 | ▲New +12 sh | Q1 2026 | |
| 16 | ROTHSCHILD INVESTMENT LLC | $119 | 7 | —Held | Q1 2026 | |
| 17 | MAI Capital Management | $69 | 4 | ▲+300% Added · +3 sh | Q1 2026 | |
| 18 | Root Financial Partners, LLC | $17 | 1 | ▲New +1 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 16, 2025 | Dotter Laurie L. | Director | Grant (A) | 4K | $55K |
| Jun 16, 2025 | Albright Jerry | Director | Grant (A) | 4K | $55K |
| Jun 16, 2025 | Hatcher Robert K. | Director | Grant (A) | 4K | $55K |
| Apr 15, 2025 | Staggs Joe David JR | PRESIDENT | Option exercise (M) | 15K | $0 |
| Apr 15, 2025 | Staggs Joe David JR | PRESIDENT | Option exercise (M) | 19K | $234K |
| Apr 15, 2025 | Staggs Joe David JR | PRESIDENT | Option exercise (M) | 19K | $0 |
| Apr 15, 2025 | Staggs Joe David JR | PRESIDENT | Option exercise (M) | 15K | $144K |
| Apr 15, 2025 | Staggs Joe David JR | PRESIDENT | Tax withholding (F) | 26K | $468K |
| Jan 31, 2025 | Rice Adam | Chief Financial Officer | Grant (A) | 9K | $0 |
| Jan 31, 2025 | Staggs Joe David JR | PRESIDENT | Grant (A) | 37K | $0 |
| Oct 23, 2024 | Black Diamond Offshore Ltd. | 10% Owner | Other (J) | 601K | $0 |
| Jul 3, 2024 | Rice Adam | Chief Financial Officer | Grant (A) | 6K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $4.3B |
| NVIDIA CORPNVDA | 12 funds | $3.9B |
| MICROSOFT CORPMSFT | 12 funds | $3.0B |
| AMAZON.COM INCAMZN | 12 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.9B |
| BROADCOM INCAVGO | 12 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 12 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $1.0B |
| WALMART INCWMT | 12 funds | $933.4M |
| EXXON MOBIL CORPXOM | 12 funds | $930.4M |
Ranked by how many of SWKH'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 SWKH. 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.