SWP GROWTH & INCOME ETF (SWP) Institutional Ownership Changes & 13F Activity
SWP GROWTH & INCOME ETF (SWP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Strategic Wealth Partners, Ltd., Brian Low Financial Group, Llc, Mml Investors Services, Llc, Clearstead Advisors, Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Buy | +3,982 | +41.1% | 13,678 | $381.16K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,049 | +839.2% | 1,174 | $32.72K | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +266,448 | +5.5% | 5,084,437 | $141.69M | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, Llc | Buy | +6,550 | — | 6,550 | $182.53K | Q2 2026 | Aug 06, 2026 |
| Brian Low Financial Group, Llc | Buy | +62,984 | +8.9% | 771,572 | $21.50M | Q2 2026 | Jul 28, 2026 |
| Assetmark, Inc | Sell | -1,072 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
| Mml Investors Services, Llc | Sell | -23,457 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
Frequently asked questions about SWP activity
Which institutional owners are buying SWP?
Institutional owners buying SWP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SWP activity?
"Buy" means an investor increased their reported position in SWP compared to the prior reporting period. This reflects growing exposure to SWP GROWTH & INCOME ETF (SWP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SWP increasing?
Institutional interest in SWP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.