SWP GROWTH & INCOME ETF (SWP) Institutional Ownership and Insiders Activity

SWP GROWTH & INCOME ETF (SWP) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $163.78M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Strategic Wealth Partners, Ltd. is the largest disclosed holder, reporting approximately $141.69M in SWP holdings in its latest filing.

Institutional ownership remains highly concentrated, with Strategic Wealth Partners, Ltd. representing the majority of disclosed value.

Institutional Holders

5

Total Reported Value

$163.78M

Largest Holder

Strategic Wealth Partners, Ltd.

Largest Position

$141.69M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

1

Funds Exiting Positions

2