40 tracked 13F filers disclose a position in SWMR as of the latest SEC 13F filings, a combined $16.8M 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 | GEODE CAPITAL MANAGEMENT, LLC | $3.7M | 84K | ▲11× Added · +77K sh | Q2 2026 | |
| 2 | Vident Advisory, LLC | $2.6M | 58K | ▲+307% Added · +44K sh | Q2 2026 | |
| 3 | STATE STREET CORP | $2.5M | 57K | ▲New +57K sh | Q2 2026 | |
| 4 | FIFTH THIRD BANCORP | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 5 | CreativeOne Wealth, LLC | $923K | 21K | ▲New +21K sh | Q2 2026 | |
| 6 | Magnus Financial Group LLC | $886K | 20K | ▲New +20K sh | Q2 2026 | |
| 7 | Scientech Research LLC | $851K | 18K | ▲New +18K sh | Q1 2026 | |
| 8 | Equitable Holdings, Inc. | $715K | 16K | ▲New +16K sh | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $693K | 15K | ▲New +15K sh | Q1 2026 | |
| 10 | Defiance ETFs, LLC | $664K | 14K | ▲New +14K sh | Q1 2026 | |
| 11 | Marex Group plc | $533K | 11K | ▲New +11K sh | Q1 2026 | |
| 12 | Sovereign Financial Group, Inc. | $255K | 6K | ▲New +6K sh | Q2 2026 | |
| 13 | Valmark Advisers, Inc. | $239K | 5K | ▲New +5K sh | Q2 2026 | |
| 14 | Caitong International Asset Management Co., Ltd | $234K | 5K | ▲New +5K sh | Q2 2026 | |
| 15 | MORGAN STANLEY | $191K | 4K | ▲New +4K sh | Q1 2026 | |
| 16 | UBS Group AG | $189K | 4K | ▲New +4K sh | Q1 2026 | |
| 17 | SBI Securities Co., Ltd. | $56K | 1K | ▲+502% Added · +1K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $57K | 1K | ▲New +1K sh | Q1 2026 | |
| 19 | Police & Firemen's Retirement System of New Jersey | $52K | 1K | ▲New +1K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $44K | 937 | ▲New +937 sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | $41K | 936 | ▲New +936 sh | Q2 2026 | |
| 22 | WPG Advisers, LLC | $33K | 747 | ▲New +747 sh | Q2 2026 | |
| 23 | Quantbot Technologies LP | $32K | 684 | ▲New +684 sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $24K | 505 | ▲New +505 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $21K | 475 | —Held | 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, 16 funds opened a new position in SWMR and 2 added to an existing one, while 0 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 |
|---|---|---|
| UNITEDHEALTH GROUP INCUNH | 18 funds | $391.9M |
| MARVELL TECHNOLOGY INCMRVL | 18 funds | $333.1M |
| RTX CORPRTX | 18 funds | $273.7M |
| GENERAL ELECTRICGE | 18 funds | $151.4M |
| BANK OF AMERICA CORPBAC | 18 funds | $125.6M |
| HOWMET AEROSPACE INCHWM | 18 funds | $48.2M |
| MARATHON PETROLEUM CORPMPC | 18 funds | $46.8M |
| NVIDIA CORPNVDA | 17 funds | $2.3B |
| APPLE INCAAPL | 17 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 17 funds | $1.0B |
| MICRON TECHNOLOGY INCMU | 17 funds | $772.8M |
| ORACLE CORPORCL | 17 funds | $763.9M |
Ranked by how many of SWMR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Connected entities for SWMR
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/SWMR/capital-change-brief"
Use Arkolith's capital_change_brief for SWMR. 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 SWMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.