SWP Institutional Ownership & Shareholders
SWP GROWTH & INCOME ETF (SWP) is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Strategic Wealth Partners, Ltd. is currently the largest disclosed institutional shareholder of SWP tracked by InsiderSet, reporting ownership valued at approximately $141.69M in its June 30, 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 $139.05M, representing an estimated loss of -1.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SWP value among the investors covered in this analysis. Major shareholders include Strategic Wealth Partners, Ltd., Brian Low Financial Group, Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in SWP GROWTH & INCOME ETF (SWP).
This page ranks the largest institutional SWP 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
5
Total Reported Value
$162.99M
Largest Holder
Strategic Wealth Partners, Ltd.
Largest Position
$141.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 8.77% | 5,084,437 | $141,685,458 | $139,051,217 | -$2,634,241 | -1.86% | |
| Brian Low Financial Group, Llc | 11.54% | 766,013 | $20,710,408 | $20,949,230 | +$238,822 | +1.15% | |
| Jane Street Group, Llc | 0.00% | 13,678 | $381,158 | $374,071 | -$7,087 | -1.86% | |
| Clearstead Advisors, Llc | 0.00% | 6,550 | $182,526 | $179,132 | -$3,394 | -1.86% | |
| Ubs Group Ag | 0.00% | 1,174 | $32,715 | $32,107 | -$608 | -1.86% |
Frequently asked questions about SWP
Who are the largest institutional holders of SWP?
The largest institutional holders of SWP reported in the latest SEC Form 13F filings include Strategic Wealth Partners, Ltd., Brian Low Financial Group, Llc, Jane Street Group, Llc, Clearstead Advisors, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported SWP position.
What is SWP institutional ownership?
This page tracks SWP positions reported by institutional investment managers through SEC Form 13F. SWP GROWTH & INCOME ETF (SWP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SWP?
InsiderSet currently tracks 5 institutional managers reporting SWP 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 SWP shareholders.
How much SWP stock do institutions own?
Institutional investment managers disclosed approximately $162.99M in SWP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SWP institutional ownership last updated?
The latest SWP 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 SWP 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 SWP position after the reporting date.
Are institutions buying or selling SWP?
Institutional buying and selling can be analyzed by comparing SWP positions across consecutive 13F reporting periods. InsiderSet's SWP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SWP ownership changes.
How has SWP institutional ownership changed over time?
InsiderSet tracks SWP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.