37 tracked 13F filers disclose a position in SWKH as of the latest SEC 13F filings, a combined $11.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $3.0M | 175K | →First observed position No prior filed position | Q1 2026 | |
| 2 | BlackRock, Inc. | $2.6M | 154K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 3 | Rangeley Capital, LLC | $1.1M | 63K | —Held | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $841K | 49K | ▲+0.2% Added · +90 sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $807K | 47K | ▼−33% Reduced · −23K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $607K | 36K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 7 | NORTHERN TRUST CORP | $511K | 30K | ▼−0.3% Reduced · −102 sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $434K | 25K | ▼−0.4% Reduced · −113 sh | Q1 2026 | |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $393K | 23K | ▼−27% Reduced · −9K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $338K | 20K | →First observed position No prior filed position | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $290K | 17K | →First observed position No prior filed position | Q1 2026 | |
| 12 | PRELUDE CAPITAL MANAGEMENT, LLC | $170K | 10K | —Held | Q1 2026 | |
| 13 | Russell Investments Group, Ltd. | $122K | 7K | ▲+54% Added · +3K sh | Q1 2026 | |
| 14 | RHUMBLINE ADVISERS | $76K | 4K | ▲+20% Added · +729 sh | Q1 2026 | |
| 15 | NEW YORK STATE COMMON RETIREMENT FUND | $36K | 2K | —Held | Q1 2026 | |
| 16 | CWM, LLC | $33K | 2K | ▲+0.2% Added · +4 sh | Q1 2026 | |
| 17 | Tower Research Capital LLC (TRC) | $26K | 2K | ▲+329% Added · +1K sh | Q1 2026 | |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $25K | 1K | ▲+2.3% Added · +34 sh | Q1 2026 | |
| 19 | Vanguard Global Advisers, LLC | $24K | 1K | →First observed position No prior filed position | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $23K | 1K | ▼−63% Reduced · −2K sh | Q1 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $19K | 1K | ▼−67% Reduced · −2K sh | Q1 2026 | |
| 22 | Mirae Asset Global Investments Co., Ltd. | $19K | 1K | —Held | Q1 2026 | |
| 23 | BNP PARIBAS FINANCIAL MARKETS | $16K | 964 | ▼−7.8% Reduced · −82 sh | Q1 2026 | |
| 24 | UBS Group AG | $15K | 861 | ▲+57% Added · +314 sh | Q1 2026 | |
| 25 | BARCLAYS PLC | $14K | 824 | ▼−83% Reduced · −4K 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, 0 funds opened a new position in SWKH and 3 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| SOTERA HEALTH COSHC | 11 funds | $109.0M |
| PRIORITY TECHNOLOGY HOLDINGSPRTH | 11 funds | $6.3M |
| THERAVANCE BIOPHARMA INCTBPH | 11 funds | $5.2M |
| NVIDIA CORPNVDA | 10 funds | $48.8B |
| APPLE INCAAPL | 10 funds | $37.6B |
| MICROSOFT CORPMSFT | 10 funds | $32.4B |
| ALPHABET INC-CL AGOOGL | 10 funds | $18.8B |
| BROADCOM INCAVGO | 10 funds | $16.9B |
| ALPHABET INC-CL CGOOG | 10 funds | $12.4B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $10.9B |
| TESLA INCTSLA | 10 funds | $10.0B |
| ELI LILLY & COLLY | 10 funds | $8.4B |
Ranked by how many of SWKH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2022 | Staggs Joe David JR | PRESIDENT | Buy (P) | 3K | $45K |
| May 19, 2017 | Black Diamond Offshore Ltd. | Director, 10% Owner | Buy (P) | 8K | $90K |
| May 19, 2017 | BLACK WINSTON L III | Chief Executive Officer | Buy (P) | 400 | $4K |
| May 18, 2017 | Black Diamond Offshore Ltd. | Director, 10% Owner | Buy (P) | 2K | $18K |
| May 18, 2017 | BLACK WINSTON L III | Chief Executive Officer | Buy (P) | 500 | $6K |
| May 17, 2017 | Double Black Diamond Offshore Ltd | Director, 10% Owner | Buy (P) | 500 | $5K |
| May 15, 2017 | Double Black Diamond Offshore Ltd | Director, 10% Owner | Buy (P) | 20K | $221K |
| May 15, 2017 | Double Black Diamond Offshore Ltd | Director, 10% Owner | Buy (P) | 10K | $111K |
| Aug 29, 2016 | Black Diamond Offshore Ltd. | Director, 10% Owner | Buy (P) | 2K | $15K |
| Aug 26, 2016 | Black Diamond Offshore Ltd. | Director, 10% Owner | Buy (P) | 2K | $16K |
| Aug 25, 2016 | CARLSON CAPITAL L P | Director, 10% Owner | Buy (P) | 2K | $15K |
| Aug 24, 2016 | CARLSON CAPITAL L P | Director, 10% Owner | Buy (P) | 2K | $20K |
Connected entities for SWKH
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/SWKH/capital-change-brief"
Use Arkolith's capital_change_brief for SWKH. 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 SWKH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.