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Security record · archived quarter

SWMR

name pending profile ingest

Q2 2026 Q1 2026
11Tracked holders
+11Δ holders
109.96KShares held
$5.19MReported value
+11New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

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

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗ ×3
6 UBS Group AG 4.01K New $189,130 0.0% New 1 SEC ↗ ×4
7 Royal Bank Of Canada 1.20K New $57,000 0.0% New 1 SEC ↗
8 Osaic Holdings, Inc. 937 New $44,226 0.0% New 1 SEC ↗ ×2
9 Wells Fargo & Company/Mn 505 New $23,836 0.0% New 1 SEC ↗ ×2
10 Pnc Financial Services Group, Inc. 100 New $4,720 0.0% New 1 SEC ↗
11 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%
UBS Group AG $189,130 0.0%
Royal Bank Of Canada $57,000 0.0%
Osaic Holdings, Inc. $44,226 0.0%
Wells Fargo & Company/Mn $23,836 0.0%
Pnc Financial Services Group… $4,720 0.0%
Barclays Plc $3,398 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.

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: Q1 2026 · Methodology · Get this via the API