35 tracked 13F filers disclose a position in SWZ as of the latest SEC 13F filings, a combined $24.5M 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 | CSS LLC/IL | $6.1M | 1.0M | ▼−38% Reduced · −638K sh | Q1 2026 | |
| 2 | Matisse Capital | $3.6M | 609K | ▲+50% Added · +202K sh | Q2 2026 | |
| 3 | ICON ADVISERS INC/CO | $2.7M | 446K | ▲New +446K sh | Q2 2026 | |
| 4 | Shaker Financial Services, LLC | $2.3M | 393K | ▲+22% Added · +71K sh | Q2 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.0M | 331K | ▼−24% Reduced · −106K sh | Q1 2026 | |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.0M | 169K | ▲+91% Added · +80K sh | Q2 2026 | |
| 7 | EVOLVE PRIVATE WEALTH, LLC | $827K | 139K | ▼−4.8% Reduced · −7K sh | Q2 2026 | |
| 8 | Yakira Capital Management, Inc. | $746K | 126K | —Held | Q2 2026 | |
| 9 | Almitas Capital LLC | $687K | 116K | ▲+149% Added · +69K sh | Q2 2026 | |
| 10 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $581K | 98K | ▲+172% Added · +62K sh | Q2 2026 | |
| 11 | GARDNER RUSSO & QUINN LLC | $579K | 98K | ▼−33% Reduced · −49K sh | Q1 2026 | |
| 12 | Uncommon Cents Investing LLC | $505K | 85K | ▲+0.8% Added · +664 sh | Q2 2026 | |
| 13 | Alpine Global Management, LLC | $482K | 81K | ▲New +81K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $369K | 62K | ▼−25% Reduced · −20K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $306K | 52K | ▲+22% Added · +9K sh | Q1 2026 | |
| 16 | UBS Group AG | $280K | 47K | ▲+124% Added · +26K sh | Q1 2026 | |
| 17 | Noble Wealth Management PBC | $255K | 43K | ▼−38% Reduced · −26K sh | Q2 2026 | |
| 18 | GAMCO INVESTORS, INC. ET AL | $190K | 32K | —Held | Q1 2026 | |
| 19 | Logan Stone Capital, LLC | $165K | 28K | —Held | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $138K | 23K | ▲+88% Added · +11K sh | Q1 2026 | |
| 21 | XTX Topco Ltd | $118K | 20K | ▲New +20K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $103K | 17K | ▲+65% Added · +7K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $98K | 17K | ▲+19% Added · +3K sh | Q1 2026 | |
| 24 | Capital Investment Counsel, Inc | $89K | 15K | —Held | Q2 2026 | |
| 25 | MCCARTER PRIVATE WEALTH SERVICES LLC | $86K | 14K | —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, 5 funds opened a new position in SWZ and 5 added to an existing one, while 4 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $157.6M |
| ALPHABET INC-CL CGOOG | 12 funds | $1.1B |
| CHEVRON CORPCVX | 12 funds | $41.9M |
| NVIDIA CORPNVDA | 11 funds | $326.7M |
| ALPHABET INC-CL AGOOGL | 11 funds | $81.7M |
| JOHNSON & JOHNSONJNJ | 11 funds | $71.4M |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $70.9M |
| PROCTER & GAMBLE CO/THEPG | 11 funds | $41.5M |
| ORACLE CORPORCL | 11 funds | $21.8M |
| APPLE INCAAPL | 10 funds | $315.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $205.8M |
| AMAZON.COM INCAMZN | 10 funds | $141.2M |
Ranked by how many of SWZ's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for SWZ
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/SWZ/capital-change-brief"
Use Arkolith's capital_change_brief for SWZ. 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 SWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.