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Security record

SWMR

name pending profile ingest

Q2 2026 Q1 2026
35Tracked holders
+24Δ holders
790.19KShares held
$35.04MReported value
+26New positions
−2Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +24 790.19K $35.04M +26 −2
Q1 2026 11 +11 109.96K $5.19M +11 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 248.17K New $11.00M 0.0% New 1 SEC ↗ ×5
2 Geode Capital Management ✦ (passive) 84.20K +1031.0% $3.73M 0.0% ▲ Add 2 SEC ↗ ×2
3 UBS Group AG 60.91K +1420.2% $2.70M 0.0% ▲ Add 2 SEC ↗ ×3
4 State Street Global Advisors ✦ (passive) 56.95K New $2.52M 0.0% New 1 SEC ↗
5 Millennium Management ✦ 55.87K New $2.48M 0.0% New 1 SEC ↗
6 LPL Financial LLC 50.22K New $2.23M 0.0% New 1 SEC ↗
7 Renaissance Technologies ✦ 38.00K New $1.68M 0.0% New 1 SEC ↗
8 Vanguard Capital Management Llc 30.97K New $1.37M 0.0% New 1 SEC ↗
9 Northern Trust Corp 25.68K New $1.14M 0.0% New 1 SEC ↗ ×2
10 Fifth Third Bancorp 23.40K 0.0% $1.04M 0.0% Held 2 SEC ↗
11 Alliancebernstein L.P. 14.27K New $632,304 0.0% New 1 SEC ↗
12 Raymond James Financial Inc 11.36K New $503,140 0.0% New 1 SEC ↗ ×2
13 Royal Bank Of Canada 10.70K +791.6% $474,000 0.0% ▲ Add 2 SEC ↗ ×3
14 Morgan Stanley ✦ 10.44K +157.9% $462,641 0.0% ▲ Add 2 SEC ↗ ×6
15 Bank of New York Mellon Corp 7.87K New $348,510 0.0% New 1 SEC ↗ ×3
16 Goldman Sachs Group ✦ 7.84K New $347,523 0.0% New 1 SEC ↗
17 Charles Schwab Investment… 7.59K New $336,180 0.0% New 1 SEC ↗
18 JPMorgan Chase ✦ 6.17K New $298,628 0.0% New 1 SEC ↗ ×2
19 Commonwealth Equity Services, Llc 6.16K New $272,994 0.0% New 1 SEC ↗
20 Two Sigma Investments ✦ 5.97K New $264,398 0.0% New 1 SEC ↗
21 Nuveen, LLC 4.73K New $209,453 0.0% New 1 SEC ↗
22 Rhumbline Advisers 4.02K New $178,119 0.0% New 1 SEC ↗
23 Wells Fargo & Company/Mn 3.92K +676.2% $173,696 0.0% ▲ Add 2 SEC ↗ ×3
24 Deutsche Bank Ag\ 3.54K New $156,681 0.0% New 1 SEC ↗ ×2
25 New York State Common Retirement… 2.80K New $124,068 0.0% New 1 SEC ↗
26 Osaic Holdings, Inc. 2.13K +127.4% $94,419 0.0% ▲ Add 2 SEC ↗ ×2
27 Citigroup Inc 1.66K New $73,422 0.0% New 1 SEC ↗ ×2
28 MIRAE ASSET GLOBAL ETFS HOLDINGS… 1.63K New $72,314 0.0% New 1 SEC ↗
29 Jones Financial Companies Lllp 944 New $38,713 0.0% New 1 SEC ↗
30 Barclays Plc 608 +744.4% $26,941 0.0% ▲ Add 2 SEC ↗ ×2
31 Bnp Paribas Financial Markets 500 New $22,155 0.0% New 1 SEC ↗
32 Legal & General Group Plc 344 New $15,200 0.0% New 1 SEC ↗
33 Pnc Financial Services Group, Inc. 325 +225.0% $14,401 0.0% ▲ Add 2 SEC ↗
34 Russell Investments Group, Ltd. 283 New $12,539 0.0% New 1 SEC ↗
35 Fidelity (FMR) ✦ 45 New $1,994 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Hrt Financial Lp $2.53M was 0.0%
Susquehanna International… $692,802 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 228.19K shares, $6.13M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 21 Fink Alexander

Officer, Director · 60.33K sh · $1.36M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Sep 23 SC 13D/A — Kupriienko Serhii

28.7% of class · View original SEC filing ↗

Sep 17 SC 13D/A — WAGENHEIM PHILIP

5.0% of class · View original SEC filing ↗

Aug 20 SC 13G — RG.AI Technologies, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API