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 SWZ 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/SWZ"
Use Arkolith to show who owns SWZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CSS LLC/IL | $6.1M | 1.0M | ▼−38% Reduced · −638K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $3.9M | 651K | ▼−69% Reduced · −1.5M sh | Q1 2026 | |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.0M | 331K | ▼−24% Reduced · −106K sh | Q1 2026 | |
| 4 | EVOLVE PRIVATE WEALTH, LLC | $868K | 146K | ▼−33% Reduced · −72K sh | Q1 2026 | |
| 5 | GARDNER RUSSO & QUINN LLC | $579K | 98K | ▼−33% Reduced · −49K sh | Q1 2026 | |
| 6 | PRIVATE MANAGEMENT GROUP INC | $306K | 11K | —Held | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $112K | 19K | —Held | Q1 2026 | |
| 8 | Ancora Advisors LLC | $6K | 1K | —Held | 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, 2026 | SELL MORITZ A | Director | Buy (P) | 2K | $12K |
| Jun 15, 2026 | SELL MORITZ A | Director | Buy (P) | 155 | $922 |
| Mar 30, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 5K | $31K |
| Mar 27, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 6K | $35K |
| Mar 24, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 5K | $30K |
| Mar 24, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 1K | $6K |
| Mar 18, 2026 | GOLDSTEIN PHILLIP | Secretary, Director | Buy (P) | 10K | $60K |
| Mar 12, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 3K | $20K |
| Mar 11, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 2K | $10K |
| Mar 6, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 13K | $75K |
| Mar 5, 2026 | GOLDSTEIN PHILLIP | Secretary, Director | Buy (P) | 10K | $60K |
| Mar 5, 2026 | Dakos Andrew | President and CEO, Director | Buy (P) | 12K | $72K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 19 funds | $29.4B |
| MICROSOFT CORPMSFT | 19 funds | $22.6B |
| JOHNSON & JOHNSONJNJ | 18 funds | $13.6B |
| AMAZON.COM INCAMZN | 18 funds | $13.1B |
| ALPHABET INC-CL AGOOGL | 18 funds | $11.5B |
| PROCTER & GAMBLE CO/THEPG | 18 funds | $9.9B |
| PEPSICO INCPEP | 18 funds | $9.8B |
| WALT DISNEY CO/THEDIS | 18 funds | $8.4B |
| CHEVRON CORPCVX | 18 funds | $7.5B |
| ALTRIA GROUP INCMO | 18 funds | $6.9B |
| MERCK & CO. INC.MRK | 18 funds | $6.7B |
| COMCAST CORP-CLASS ACMCSA | 18 funds | $6.7B |
Ranked by how many of SWZ'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 SWZ. 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.