SWAN ENHANCED DVD INC ETF (SCLZ) Institutional Ownership Changes & 13F Activity
SWAN ENHANCED DVD INC ETF (SCLZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cwm, Llc, Swan Global Investments, Llc, Camarda Financial Advisors, Llc, Cambridge Investment Research Advisors, Inc., and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Camarda Financial Advisors, Llc | Buy | +23,034 | — | 23,034 | $1.26M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +4,380 | — | 4,380 | $239.77K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +100 | — | 100 | $5.47K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +5,267 | — | 5,267 | $288.31K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +2,395 | — | 2,395 | $131.11K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +16,421 | — | 16,421 | $898.91K | Q4 2025 | Feb 12, 2026 |
| Swan Global Investments, Llc | Buy | +25,191 | — | 25,191 | $1.38M | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +21,446 | — | 21,446 | $1.17M | Q4 2025 | Feb 05, 2026 |
| Ubs Group Ag | Buy | +102 | — | 102 | $5.58K | Q4 2025 | Jan 29, 2026 |
| Cwm, Llc | Buy | +66,742 | — | 66,742 | $3.65M | Q4 2025 | Jan 26, 2026 |
Frequently asked questions about SCLZ activity
Which institutional owners are buying SCLZ?
Institutional owners buying SCLZ 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 SCLZ activity?
"Buy" means an investor increased their reported position in SCLZ compared to the prior reporting period. This reflects growing exposure to SWAN ENHANCED DVD INC ETF (SCLZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCLZ increasing?
Institutional interest in SCLZ 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.