SWIN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +30.0% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | 0 | 1.02M | $3.34M | — | — |
| Q1 2026 | 6 | -6 | 1.04M | $3.66M | — | −6 |
| Q4 2025 | 12 | +5 | 578.82K | $2.38M | +5 | — |
| Q3 2025 | 1 | -2 | 107.71K | $278,958 | — | −2 |
| Q2 2025 | 3 | +2 | 194.10K | $619,179 | +2 | — |
| Q1 2025 | 1 | 0 | 22.40K | $35,616 | — | — |
| Q4 2024 | 1 | 0 | 29.80K | $49,170 | — | — |
| Q3 2024 | 1 | 0 | 45.90K | $134,487 | — | — |
| Q2 2024 | 1 | — | 41.30K | $155,288 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 857.07K | +53366.9% | $3.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 98.10K | -8.9% | $345,315 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 43.62K | +2971.8% | $153,539 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 23.51K | +394.4% | $82,759 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 15.37K | -11.8% | $54,085 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 2.00K | -60.0% | $7,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Jane Street Group, Llc | $753,951 | was 0.0% |
| Renaissance Technologies | $524,847 | was 0.0% |
| Tudor Investment Corp Et Al | $234,402 | was 0.0% |
| Millennium Management | $162,448 | was 0.0% |
| Hrt Financial Lp | $127,000 | was 0.0% |
| Barclays Plc | $8,828 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 1.57M shares, $4.63M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.