5 tracked 13F filers disclose a position in SWP as of the latest SEC 13F filings, a combined $163.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Strategic Wealth Partners, Ltd. | $141.7M | 5.1M | ▲+5.5% Added · +266K sh | Q2 2026 | |
| 2 | BRIAN LOW FINANCIAL GROUP, LLC | $21.5M | 772K | ▲+8.9% Added · +63K sh | Q2 2026 | |
| 3 | JANE STREET GROUP, LLC | $258K | 10K | ▼−6.3% Reduced · −656 sh | Q1 2026 | |
| 4 | Clearstead Advisors, LLC | $183K | 7K | ▲New +7K sh | Q2 2026 | |
| 5 | UBS Group AG | $3K | 125 | ▲+11% Added · +12 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, 1 fund opened a new position in SWP and 1 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 2 funds | $997.0M |
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $325.1M |
| APPLE INCAAPL | 2 funds | $304.6M |
| MICROSOFT CORPMSFT | 2 funds | $219.2M |
| VANGUARD VALUE ETFVTV | 2 funds | $157.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $154.3M |
| AMAZON.COM INCAMZN | 2 funds | $152.2M |
| STE STR SPDR PT DW EU ETFSPDW | 2 funds | $152.0M |
| NVIDIA CORPNVDA | 2 funds | $131.6M |
| ALPHABET INC-CL AGOOGL | 2 funds | $131.4M |
| JPMORGAN CHASE & COJPM | 2 funds | $88.9M |
| ELI LILLY & COLLY | 2 funds | $69.6M |
Ranked by how many of SWP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VGSRVERT GLB SUST RE | 83 funds | $366.9M |
| SWPthis pageSWP GROWTH & INC | 5 funds | $163.6M |
| TOAKTWIN OAK SHORT | 5 funds | $46.9M |
| SJCPSANJAC ALPHA COR | 5 funds | $6.0M |
| 56170L679SANJAC ALPHA LOW | 2 funds | $1.4M |
| 56170L562DEEPWATER BEH SM | 2 funds | $804K |
| HRSMXHOOD RIV SMALL C | 1 funds | $2.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SWP
This ETF 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/SWP/capital-change-brief"
Use Arkolith's capital_change_brief for SWP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SWP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.