SCLZ Institutional Ownership & Shareholders
SWAN ENHANCED DVD INC ETF (SCLZ) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.62M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of SCLZ tracked by InsiderSet, reporting ownership valued at approximately $3.92M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.19M, representing an estimated gain of +7.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SCLZ value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Swan Global Investments, Llc, Ethos Financial Group, Llc, and several other long-term asset managers with concentrated positions in SWAN ENHANCED DVD INC ETF (SCLZ).
This page ranks the largest institutional SCLZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$10.62M
Largest Holder
Cwm, Llc
Largest Position
$3.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.01% | 75,723 | $3,915,591 | $4,191,048 | +$275,457 | +7.03% | |
| Swan Global Investments, Llc | 0.06% | 25,295 | $1,417,532 | $1,400,005 | -$17,527 | -1.24% | |
| Ethos Financial Group, Llc | 0.09% | 25,782 | $1,391,859 | $1,426,959 | +$35,100 | +2.52% | |
| Camarda Financial Advisors, Llc | 0.42% | 24,484 | $1,372,140 | $1,355,118 | -$17,022 | -1.24% | |
| Jane Street Group, Llc | 0.00% | 21,298 | $1,193,589 | $1,178,783 | -$14,806 | -1.24% | |
| Taylor Securities Services, Inc. | 0.31% | 13,618 | $772,244 | $753,717 | -$18,527 | -2.40% | |
| Kestra Advisory Services, Llc | 0.00% | 5,538 | $314,019 | $306,512 | -$7,507 | -2.39% | |
| Morgan Stanley | 0.00% | 2,395 | $134,221 | $132,556 | -$1,665 | -1.24% | |
| Osaic Holdings, Inc. | 0.00% | 1,795 | $100,590 | $99,348 | -$1,242 | -1.23% | |
| Ameritas Advisory Services, Llc | 0.00% | 196 | $10,984 | $10,848 | -$136 | -1.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 15,807 | $896 | $874,872 | +$873,976 | +97541.92% |
Frequently asked questions about SCLZ
Who are the largest institutional holders of SCLZ?
The largest institutional holders of SCLZ reported in the latest SEC Form 13F filings include Cwm, Llc, Swan Global Investments, Llc, Ethos Financial Group, Llc, Camarda Financial Advisors, Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported SCLZ position.
What is SCLZ institutional ownership?
This page tracks SCLZ positions reported by institutional investment managers through SEC Form 13F. SWAN ENHANCED DVD INC ETF (SCLZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCLZ?
InsiderSet currently tracks 11 institutional managers reporting SCLZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCLZ shareholders.
How much SCLZ stock do institutions own?
Institutional investment managers disclosed approximately $10.62M in SCLZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCLZ institutional ownership last updated?
The latest SCLZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCLZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCLZ position after the reporting date.
Are institutions buying or selling SCLZ?
Institutional buying and selling can be analyzed by comparing SCLZ positions across consecutive 13F reporting periods. InsiderSet's SCLZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCLZ ownership changes.
How has SCLZ institutional ownership changed over time?
InsiderSet tracks SCLZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.