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
Top Institutional Owners
View allInvestorReported Balance
- Strategic Wealth Partners, Ltd.$141.69M
- Brian Low Financial Group, Llc$21.50M
- Jane Street Group, Llc$381,158
- Clearstead Advisors, Llc$182,526
- Ubs Group Ag$32,715
SWP News
All news- Stone Wealth Partners: Major ETF Purchases and Minor Sales Observed in Q2 2026 Portfolio
Jul 18, 2026 · valut.ai