SWMR
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
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 Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | +24 | 790.19K | $35.04M | +26 | −2 |
| Q1 2026 | 11 | +11 | 109.96K | $5.19M | +11 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Hrt Financial Lp | 53.57K | New | $2.53M | 0.0% | New | 1 | SEC ↗ |
| 2 | Fifth Third Bancorp | 23.40K | New | $1.10M | 0.0% | New | 1 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 14.68K | New | $692,802 | 0.0% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 7.45K | New | $351,404 | 0.0% | New | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.05K | New | $191,113 | 0.0% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.05K | New | $191,113 | 0.0% | New | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.05K | New | $191,113 | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 4.01K | New | $189,130 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 4.01K | New | $189,130 | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 4.01K | New | $189,130 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 4.01K | New | $189,130 | 0.0% | New | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 1.20K | New | $57,000 | 0.0% | New | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 937 | New | $44,226 | 0.0% | New | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 937 | New | $44,226 | 0.0% | New | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 505 | New | $23,836 | 0.0% | New | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 505 | New | $23,836 | 0.0% | New | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 100 | New | $4,720 | 0.0% | New | 1 | SEC ↗ |
| 18 | Barclays Plc | 72 | New | $3,398 | 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
| Hrt Financial Lp | $2.53M | 0.0% |
| Fifth Third Bancorp | $1.10M | 0.0% |
| Susquehanna International… | $692,802 | 0.0% |
| Geode Capital Management | $351,404 | 0.0% |
| Morgan Stanley | $191,113 | 0.0% |
| Morgan Stanley | $191,113 | 0.0% |
| Morgan Stanley | $191,113 | 0.0% |
| UBS Group AG | $189,130 | 0.0% |
| UBS Group AG | $189,130 | 0.0% |
| UBS Group AG | $189,130 | 0.0% |
| UBS Group AG | $189,130 | 0.0% |
| Royal Bank Of Canada | $57,000 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.