SWP GROWTH & INCOME ETF SWP
$28.20
+0.9% 52w: $23.06 – $28.60
Latest 13F among current holders filed 1 month ago (May 12, 2026)
Price — last 12 months
research preview data23.0625.8328.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
6
+1 QoQ
13F value
$147.9M
-1.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SWP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Other | 4.8M | $128.2M | 8.9% | +1.9% |
| BRIAN LOW FINANCIAL GROUP, LLC | Other | 708.6K | $18.8M | 12.8% | +7.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 23.5K | $624K | 0.0% | +2.4% |
| JANE STREET GROUP, LLC | Market maker | 9.7K | $258K | 0.0% | -6.3% |
| ASSETMARK, INC | Wealth advisor | 1.1K | $29K | 0.0% | New |
| UBS Group AG | Bank broker | 125 | $3K | 0.0% | +10.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.