Who owns SWP (SWP)
Which tracked institutional funds hold SWP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SWP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
1 tracked fund added or opened SWP while 1 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SWP’s largest tracked holder by dollar value, Strategic Wealth Partners, Ltd., sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SWP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 6 tracked filers holding SWP, 5 increased or opened the position and 1 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SWP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- BRIAN LOW FINANCIAL GROUP, LLC$579K
Largest trims
- Strategic Wealth Partners, Ltd.$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. added | 4,817,989 | $128M | 82.4% | 2026-Q1 |
| BRIAN LOW FINANCIAL GROUP, LLC added | 708,588 | $19M | 12.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 23,457 | $624K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,696 | $258K | 0.2% | 2026-Q1 |
| ASSETMARK, INC new | 1,072 | $29K | 0.0% | 2026-Q1 |
| UBS Group AG added | 125 | $3K | 0.0% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC new | 648,776 | $7M | 4.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 8,069 | $223K | 0.1% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 8,685 | $212K | 0.1% | 2025-Q1 stale |
| Simplicity Wealth,LLC new | 7,525 | $208K | 0.1% | 2025-Q3 stale |
| Sound Income Strategies, LLC | 1,735 | $45K | 0.0% | 2025-Q2 stale |
| Parallel Advisors, LLC new | 122 | $3K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.